TSAM New York
October 31, 2023
TSAM New York: we’re back!
We are excited to welcome asset managers, investment managers, wealth professionals, and advisors, in-person at TSAM New York in 2023.
In October 2023, TSAM (The Summit for Asset Management) will bring together leading firms to discuss the latest challenges facing the community, as well as the evolving technology and regulatory landscape.
Addressing key topics including:
- Investment Operations & Data
- Technology & Automation
- Marketing & Client Services
- Risk & Performance
- Regulations & Compliance
Advisory Board:
Our 2023 TSAM NY Advisory Board helped us shape the agenda
Ronald Ratcliffe
Managing Director
BlackRock
BlackRock
Evan Fire
Managing Principal, Chief Operating Officer
Pzena Investment Management
Pzena Investment Management
Brian Fruh
Chief Information Officer and Head of Global Technology
Impax Asset Management
Impax Asset Management
Vincent Pasqualicchio
COO, Investment Operations
American Family Insurance
American Family Insurance
Rochelle Levy
Chief Compliance Officer, Wealth Management
City National Bank
City National Bank
Vib Arya
Chief Operating Officer
Shufro Rose
Shufro Rose
Juanita Jeffrey
Director, Head of Institutional Marketing
New York Life Investments
New York Life Investments
Daria Muresan
SVP, Treasury COO Office: Strategy & Transformation
Citi
Citi
Eric Smith
Head of Investment Operations
Cascade Asset Management Company
Cascade Asset Management Company
John Utter
Head of Institutional Client Service, US
RBC Global Asset Management
RBC Global Asset Management
Colleen Nichols
Head of U.S. Client Experience
Fiera Capital
Fiera Capital
Shankar Venkatraman
VP, Head of Performance & Reporting
American Century Investments
American Century Investments
5
Content Streams
100
Expert Contributors
40
Engaging Sessions
500
Participants
Our Event Partners
TSAM partner with leading global technology and solution providers who share our commitment to helping the investment management community achieve their goals
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.
