TSAM New York

October 31, 2023

Metropolitan Pavilion

125 West 18th Street
New York, NY 10011

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

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
Citi

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

View Sponsorship Prospectus

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

Aladdin by BlackRock-TSAM Event Partners

TSAM East Coast Event Partners_Finbourne

TSAM East Coast Event Partners_Multifonds temenos

TSAM Event Partners_Seismic Software Inc-

Synthesis Technology-TSAM Event Partners

Ultimus Fund Solutions-TSAM Event Partners

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