TSAM 2024- Boston | Foxon Media | 4 April 2024 | Hyatt Regency Boston, 1 Ave de Lafayette, Boston, MA 02111, USA

This events is a leading platform to connect with industry leaders in the investment community, gain insights into market trends, and forge valuable partnerships. Join leading asset management firms in the New England market to discover strategies for efficiency across front, middle, and back-office operations, and build lasting connections.

Addressing key topics including:
• Brand and Distribution Strategy
• Data & Technology Challenges
• Transformational Journey & Outsourcing
• Investment Strategy & Performance
• Global Risk, Regulation, and Compliance
• Product Development & Marketing Strategies

2024 Speakers

ADVISORY BOARDS:

Brad Ursillo
U.S. Head of Multi-Asset and Solutions Investment Risk, Columbia Threadneedle Investments

Daria Muresan
Senior Vice President - Treasury COO office Strategy & Transformation, Citi

Dominica Ribeiro
Chief Marketing and Distribution Officer, Breckinridge Capital Advisors

Eric Smith
Head of Investment Operations and Co-Chair, Operations Committee, Cascade Asset Management Company

Ian Bigelow
Sustainable Investment Specialist, DWS Group

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

Mike Guarasci
Chief Operating Officer, Polen Capital

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

Taylor Anderson
Head of Sustainable Portfolio Solutions, DWS Group

2024 Sponsors

TITLE SPONSORS:
•Applan
•Gresham
•LInedata
•S&P Global
•SIM Corp
•Fact Set
•Axxsys
•Assette
•Broadridge
•Cleanwater Analytics
•Ezops
•IMP
•Liqueo
•Envestnet