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TSAM New York

September 17, 2024


Marriott Marquis Times Square

1535 Broadway
New York, NY 10036
Co-located with

TSAM New York

TSAM New York is a leading platform connecting industry leaders of the investment community, to gain insights into market trends, and forge valuable partnerships.

Join leading asset management firms alongside asset owners and corporate investors, for a day of in-depth discussions on front, middle, and back-office operations strategies.

Addressing key topics including:

  • Investment Operations & Data
  • Technology & Automation
  • Regulation & Compliance
  • Performance & Risk
  • Marketing & Client Services

Advisory Board:

Our 2023 TSAM NY Advisory Board helped us shape the agenda

Ronald Ratcliffe

Managing Director

Evan Fire

Managing Principal, Chief Operating Officer
Pzena Investment Management

Brian Fruh

Chief Information Officer and Head of Global Technology
Impax Asset Management

Vincent Pasqualicchio

COO, Investment Operations
American Family Insurance

Rochelle Levy

Chief Compliance Officer, Wealth Management
City National Bank

Vib Arya

Chief Operating Officer
Shufro Rose

Juanita Jeffrey

Director, Head of Institutional Marketing
New York Life Investments

Daria Muresan

SVP, Treasury COO Office: Strategy & Transformation

Eric Smith

Head of Investment Operations
Cascade Asset Management Company

John Utter

Head of Institutional Client Service, US
RBC Global Asset Management

Colleen Nichols

Head of U.S. Client Experience
Fiera Capital

Shankar Venkatraman

VP, Head of Performance & Reporting
American Century Investments

Experience Our Live Events For Yourself


Content Streams


Expert Contributors


Engaging Sessions



To become a partner of TSAM

View Sponsorship Prospectus

What To Expect From TSAM

Vital Discussions

TSAM connects leaders from the key business functions within the buy-side community, in a discussion-focused, networking environment.

Unparalleled Learning

TSAM provides crucial insights and practical guidance for applying the latest trends to your operations, delighting your clients and embracing best practice across the front, middle and back office.

Strong Community

TSAM is a network of leaders, innovators and technology partners. Our members empower one another, working towards strengthening the global asset management industry.

Hear from attendees

High-quality speakers and information, interesting possibility to chat with sponsors in the lobby during breaks, informal contacts with other participants

Tomas Meyers | Advisor Corporate Public Affairs, KBC

Good chance to talk to other people in the market as well as talk to suppliers face to face about new ideas

Jeff Marshall | Head of Cash Operations, Aberdeen Standard Investments

I enjoyed most the variation in workstreams and being able to hop between them throughout the day

Carolyn Baker | Head of Data Management & Governance, GAM Investments

The forum felt very current and relevant. There is a genuine sense that the AM sector is on the cusp of a wave of AI and this conference helped us explore the scope, scale and potential impact of this evolution

David Woodall | Head of Reporting, London, Pictet Asset Management Ltd

Great buy-side presentations, that really are topical and relevant to the asset management strategy

Glenn Murphy | COO, Stonehage Fleming