Venue
Shangri-La Toronto
Shangri-La Toronto, 188 University Ave, Toronto, ON M5H 0A3, Canada

What is Qwoted?

Qwoted is a free expert network: we help reporters connect with experts & we help those same experts build relationships with top reporters.

Event Date Mon Nov 4 EST (about 1 month ago)
Location Shangri-La Toronto
188 University Ave, Toronto, ON M5H 0A3, Canada
Region Americas
Details

This event 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 Canadian market to discover strategies for efficiency across front, middle, and back office operations, and build lasting connections.

Key topics:
• Investment Operations
• Data & Technology
• Performance & Risk
• Marketing & Client Services

What To Expect:
• 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 practices 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.

Speakers

2024 Speakers

Swati Suyal Yelsangi
Director Wealth Digital First, BMO

Shwetha V
Head of Investment Fund Operations, Individual Wealth Operations, Sun Life

Shaun Cumby
CEO, Virgo Digital Asset Management

Sagnik Chakraborty
Senior Director & Head, Funding and Liquidity Risk Management, CIBC Asset Management

Robert G. Gill
Senior Vice President & Portfolio Manager, Goodreid Investment Counsel

Mike Barrett
Partner, Davies

Eugene Wen
Vice President & Global Chief Data Scientist, Manulife

Dale Powell
Head of Investments – Canada, Citi Private Bank

Colin James
Fractional Chief Compliance Officer & Reg-Tech Consultant

Breann Kirincich
Chief Operating Officer & Chief Compliance Officer, Ewing Morris & Co. Investment Partners

Andrew Demond
Managing Director, Head of Factor Research, MSCI

Alfred Chuang
Managing Director and Chief Financial Officer, Kensington Capital Partners Limited

Gerardo McQuade
Independent Consultant (Risk Specialist)

Heather Lawton
Director Asset & Wealth Management, Alpha FMC

Karina Sidhu
Chief Technology & Data Officer, Investment Management Corporation of Ontario (IMCO)

Shirley Zhang
Head of Commercial Development, Americas, SimCorp

Wayne Kozun
Co-Chief Investment Officer, Forthlane Partners

Tanvir Sodhi
Chief Operating Officer, Virgo Digital Asset Management

Prerna Mathews
VP, ETF Product Strategy, Mackenzie Investments

Mher Kundubekian
Global Head of Investment Risk Oversight, Manulife

Christine Knott
Managing Director, Transformation & Client Solutions, RBC Investor Services

Avinash Koul
VP, Technology & Data, Dawson Partners

Mike Leader
Managing Director, Head of Investment Operations, CPP Investments

Michael Thom
Managing Director, CFA Societies Canada

Jay Vyas
Chief Strategy Officer, Firinne Capital

Andrew Mystic
Head of Institutional & Marketing, Marret Asset Management

Adrian de Valois-Franklin
Chief Executive Officer, Castle Ridge Asset Management

Colin Kilgour
Co-Founder and Managing Director, Kilgour Williams Capital

Amit Goel
Portfolio Manager, Partner, Head of Private Client Investment Services, Hillsdale Investment Management Inc.

Jennifer Sinopoli
Executive Vice-President, Head of Distribution, CI Global Asset Management

Will Karkar
Senior Partner, Head of Strategic Growth North America, Alpha FMC

Ben Reeves
SVP, Data Science & Engineering, Viewpoint Investment Partners

Andy Mark
Chief Financial Officer & Chief Compliance Officer, QV Investors Inc.

Jeanine Kwong
Head of Financial Risk Digital Enablement, Manulife

Meaghan Kelly
Chief Marketing & Product Officer, AGF Investments

Yasmine Sardouk
Vice President Communications, Fiera Capital

Valerie Fontaine-Aubry
FRTB Practice Lead, Murex

Ruth Teng
Managing Director, Technology & Operations, Business Process & Controls, CPP Investments

Mike Lynds
Chief Revenue Officer, Picton Mahoney Asset Management

Adelaide Chiu
Vice President & Portfolio Manager, Head of Responsible Investing, NEI Investments

Peter Keaveney
Head of the North American Asset & Wealth Management Practice, Davies

Stasha Ninkovic
Chief Operating Officer and Managing Director of Operations, Process and People, Deltec Bank & Trust

Siddharth Ganesan
Head of Technology, Polar Asset Management Partners Inc.

Matthew Campbell
Managing Partner, General Counsel, Chief Risk Officer and Chief Compliance Officer, BentallGreenOak

Katarina Savic
Senior Vice President, Chief Information Officer, AGF Investments

Maxime Menard
President & CEO, Fiera Capital

Mikhail Pozdniakov
Head of Operational Due Diligence, Prime Quadrant

Chris Mendes
Chief Information Officer, Data and Analytics Platforms, BMO Financial Group

Richard Anton
Chief Client Officer, CIBC Mellon

Ronald C. Landry
Vice President, Head of Asset Manager & ETF Solutions, CIBC Mellon

Sarah Chapman
Chief Marketing Officer, Global Wealth and Asset Management & Global Chief Sustainability Officer, Manulife

Dustin Reid
Chief Fixed Income Strategist, Mackenzie Investments

Andrew Tyler
Partner & Head of Product, Picton Mahoney Asset Management

Kashif Malik
Managing Director, Head Investor Client Management, J.P. Morgan

Sandy Poklar
President & Chief Operating Officer, Firm Capital Corporation

Sudhanshu Bahadur
Managing Director and Head of Technology, Global Asset Management, BMO

Nalini Feuilloley
Head of Responsible Investment, BMO Global Asset Management

Mike Thiessen
Co-Chief Investment Officer & Chief Sustainability Officer, Genus Capital Management

Megan Miceli
Vice President, Asset Management Technology Solutions – Canada, Linedata

Maia Becker
Senior Director, Responsible Investment, RBC Global Asset Management

Kash Pashootan
Chief Executive Officer, First Avenue Investment Counsel Inc.

Elliot Johnson
Chief Investment Officer & Chief Operating Officer, Evolve ETFs

Sponsors & Partners

2024 Sponsors

PLATINUM SPONSOR:
• Alpha Financial Markets Consulting

DRINKS SPONSOR:
• Envestnet

BRONZE SPONSORS:
• CIBC Mellon
• Davies Consulting
• Linedata Asset Management
• Murex
• MSCI
• RBC Investor Services (RBCIS)
• SimCorp