Venue
State Room
State Room, 60 State St 33rd Floor, Boston, MA 02109 USA

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Event Date Thu Nov 14 EST (about 1 year ago)
Location State Room
60 State St 33rd Floor, Boston, MA 02109 USA
Region Americas
Details

The Summit for Asset Management in Boston (TSAM) brings you together with senior decision makers from the world’s most innovative and forward-thinking asset managers globally. Join your counterparts in Boston to learn, benchmark and make valuable new industry connections.

The Summit for Asset Management in Boston (TSAM) brings you together with senior decision makers from the world’s most innovative and forward-thinking asset managers globally. Join your counterparts in Boston to learn, benchmark and make valuable new industry connections.

Speakers

2019 Speakers

Mark Hansen
Chief Compliance Officer, Pinnacle Investment Management

John Formichella
Chief Compliance Officer, Stansberry Asset Management

Paru Puttanna
VP, Head of Enterprise Data Services, Voya Investment Management

Al Naqvi
President & Professor, American Institute of Artificial Intelligence

Joel Roberts
Chief Operating Officer, J.P. Marvel Wealth Management, Inc.

Sue Matteson-King
SVP, Product & Marketing Strategy, Foresters Financial Services

Daniel Gulko
Head of Performance Measurement & Client Reporting, US, HSBC Global Asset Management

Sohayla Fitzpatrick
Operational Risk and Governance Expert in Financial Services

Venkat Vedam
Director, Data Engineering, John Hancock Investments

Deborah Well
Director of E-Business, Harbor Capital Advisors

Stu Siegal
Creative Director/Executive Producer, Video Link TV

Paul Miller
Managing Partner, Sionic

Anne Banks
Principal, Gr8 Communications

Alex Cavalieri
Head of Marketing, CION Investments

Jeff Bellavance
Manager, Performance & Analytics, PanAgora Asset Management

Jeffrey Himstreet
VP and Corporate Counsel, PGIM

Jay Wightman
Head of Digital Experience, John Hancock Investments

Kenneth Lamar
Principal Partner, Lamar Associates

Jonathan Boersma
Former Head of Professional Standards & Executive Director of GIPS, CFA Institute

Michael Saarinen
Partner, Alston & Bird LLP

Mike Beck
Vice President, The Glenmede Trust Company

Daryl Bradford
VP, Performance & Risk, Acadian Asset Management

Joel Feinberg
SVP, Head of Trading, Acadian Asset Management

Mason Gregory
Senior Analyst, ESG & Sustainable Investing, MFS Investment Management

Michael Snow
Head of Investment Management Technology, U.S, Loomis, Sayles & Comp

Laurie J. Hesketh CIPM, PMP
Managing Director - Meradia

Josh B. Levitt
Senior Consultant - Meradia

Luis Roman
Former Director of Risk Management - Massachusetts Pension Board Investment Management

Kenrick Ohid
Vice President, Risk Management - TD Asset Management

Thomas Pening
Director, Marketing Intelligence & Technology - John Hancock Investments

Neal Muroff
Chief Compliance Officer - Peter B. Cannell & Co

Scott Brennan
VP, Head of Marketing Services & Brand Communications - First Eagle Investment Management

Brian Renelt
Deputy Chief Compliance Officer - Galliard Capital Management

Marcella Belsan
Managing Director - Wellington Management

Owen Donley
Chief Counsel Office of Investor Education and Advocacy - U.S. Securities & Exchange Commission

Sidney Hardee
Managing Partner - Hardee Brothers LLC

Martin Lange
Director, CX Strategy - BNY Mellon

Ra’ad Siraj
Director of Data & Project Management - MIT Investment Management Company

Brad Giardino
VO, Director of Product Development – Risk and Quantitative Analytics, FactSet

Boryana Racheva-Iotova
SVP, Global Head of Quantitative Analytics and Risk, FactSet

Tom Goggins
Senior Managing Director - Manulife

Sponsors & Partners

2019 Sponsors

PLATINUM SPONSOR:
• Seismic

GLOBAL SPONSOR:
• Factset

GOLD SPONSORS:
• Clearwater
• Bigtincan

BRONZE SPONSOR:
• Meradia

PANEL SPONSOR:
• Sionic

EXHIBITORS:
• Reformis
• STP Investment Servces
• Xenomorph
• SimCorp
• Smonik Systems LLC