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Event Date | Thu Nov 14 EST (over 4 years ago) |
Location |
State Room
60 State St 33rd Floor, Boston, MA 02109 USA |
Region | Americas |
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.
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
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