TSAM 2023 - Boston | Foxon Media | 15 March 2023 | State Room: A Longwood Venue, 60 State St 33rd floor, Boston, MA 02109, USA

This events will bring together leading asset management firms to discuss the latest challenges facing the buy-side community, as well as the evolving technology and regulatory landscape.

2023 Speakers

Suzanne Schwartz
Head of Global Business Analytics, Global Institutional Group, State Street Global Advisors

Tony Mazzarella
Director, Data Enablement and Governance, Voya Financial

John Dyment
Managing Director, Head of Dyal Capital, Blue Owl Capital

David Brookman
Chief Operating Officer, FPA (First Pacific Advisors)

Tom Wise
Founder & Chief Data Officer, Wise Data Solutions

Tom Hardin
Owner, Tipper X Advisors LLC

Michael Heffner
Vice President, Solutions & Industry Go to Market, Appian

Milind Sharma
CEO, QuantZ Capital Management

Daniel Hagedoorn
Senior Project Manager, Polen Capital

Langdon Andrews
Marketing Manager, Intermediary Channel, RBC Global Asset Management

Rebecca E. Brown
USA Director, Tobacco Free Portfolios

Julian Trostinsky
Director of Global Support & Business Development, Gresham Tech

Joy Langdon
President, TillieStar

Jessica Farrell
Channel Marketing Lead, Allspring Global Investments

Ethan S. Beardsworth
Director, Global Wealth and Asset Management, Manulife Investment Management

Ben Page-Fort
Director of Go-to-Market Strategy, SimCorp

Adam Wise
Senior Managing Director, Natural Resources and Sustainable Solutions, Manulife

James Cardamone
VP, ESG Product & Strategy, FactSet

Matt Grinnell
Global Product Manager, Linedata

Zhang Zhang
Investment Analytics & Data Science Manager, Polen Capital Management

Ambika D’Souza
Vice President, Performance & Analysis, T. Rowe Price

Kieran Gallagher
Software Solutions Product Management, S&P Global Market Intelligence

Amanda Williams
Founder, Green Hills Communications

Jieyu Fan
John Hancock
Head of US Investment & Retirement Advanced Analytics

Cheryl Pipia
Head of Global Sales Management, T. Rowe Price

Daria Muresan
SVP, Treasury COO Office, Strategy & Transformation, Citi

Jay Leopold
Head of N.A. Investment Risk Management, Columbia Threadneedle Investments

Jennifer J. Pearson
Chief Human Resources Officer & Employment Counsel, Deerfield Management

Leslie Samuelrich
President, Green Century Funds

David Brookman
Chief Operating Officer, FPA (First Pacific Advisors)

Gunjan Banati
Chief Risk Officer and Managing Director, Royce & Associates

Rosa Licea-Mailloux
Head of Compliance Americas, CCO, MFS Investment Management

Mike Guarasci
Chief Operating Officer, Polen Capital

Russell Newman
Chief Operating Officer, Rothschild & Co

Brian Fruh
Chief Information Officer and Head of Global Technology, Impax Asset Management

Emerson Savage
Institutional Portfolio Manager, Fiera Capital

Robert Fernandez
Director, ESG Research, Breckinridge Capital Advisors

Michael Schantz
Director, Equity Client Service, RBC Global Asset Management

Yovanka Bylander
Head of Sustainability, TimesSquare Capital Management LLC

John Hammar
Head of Data & Applications, Polen Capital

Philip Maymin
Director of Asset Allocation Strategies, Janus Henderson Investors U.S.

Lei Liu
Director of Equity Investments and Portfolio Manager of Global Equities, PanAgora

Deb Lorenzen
Head of Enterprise Data Services, State Street

Michael Snow
Head of Fixed Income Investment Management Technology, Loomis, Sayles & Company

Venkat Vedam
Head of Data Science Engineering, Manulife Investment Management

Marilyn Rios
Managing Director, Senior Wealth Advisor, Dakota Wealth Management

Ken Burd
Managing Director – Digital Enablement & Analytics, Principal Asset Management

Elizabeth Burton
Managing Director and Client Investment Strategist, Goldman Sachs Asset Management

Nick Elward
SVP, Head of Institutional Product and Head of ETFs, Natixis Investment Managers

Todd Juillerat
SVP, Head of Investment Performance & Analytics, Northern Trust Asset Management

Ellen Lawrence
VP, Global Head of Marketing Services, PGIM Investments

Dominica Ribeiro
Chief Marketing and Distribution Officer, Breckinridge Capital Advisors

Kevin Papadopoulos
Principal, Director of Technology & CISO, Longfellow Investment Management

Vib Arya
Chief Operating Officer, Shufro Rose

Patrice Trichon
Head of Marketing, Client Reporting and Digital in Investment Management, Brown Brothers Harriman

Kenny Juarez
Head of Communications Americas, DWS

Jay Wightman
Global Head of Digital Experience, Wealth and Asset Management, Manulife Investment Management

James Francis
Chairman & CEO, Paradigm Asset Management

David Ferreira
Head of Sales & Marketing, Hartford Investment Management Company

Brad Ursillo
U.S. Head of Multi-Asset, Columbia Threadneedle Investments

Asha Mehta
Chief Investment Officer, Global Delta Capital

Arthur Melkonian
Chief Operating Officer, Equinox Partners

Eric Smith
Head of Investment Operations, Cascade Asset Management Company

2023 Sponsors

BRONZE SPONSORS:
• Appian
• Gresham
• Linedata
• S&P Global
• SimCorp
• Factset

DRINKS SPONSOR:
• Envestnet