TSAM The Summit for Asset Management 2019 - New York | Osney Media | 13 June 2019 | New York Marriott, 333 Adams St, Brooklyn, NY 11201, USA

TSAM brings you together with senior decision makers from the world’s most innovative and forward-thinking asset managers globally.

The Summit for Asset Management (TSAM) New York will be comprised of keynote sessions on today’s biggest topics followed by six co-located conference tracks, delving deeper into the challenges and solutions surrounding your role.

Enabling the Buy-Side to Make the Right Decisions in a Complex Market

The asset management industry is hurtling along it’s transformational journey at relentless speed all around the globe and the U.S. is no exception.

Join the TSAM New York community to discover the answers you need & make those all-important connections with the most influential minds in the asset management and wider buy-side industry.

We understand that to improve the effectiveness and efficiency of teams, processes, and strategies, industry networking is an essential tool for senior leaders. Your opportunities to network with global counterparts is at the heart of how we construct TSAM – why try and reinvent the wheel in isolation, when you can take ideas from people in a similar position to yourself?

2019 Speakers

Alessia Falsarone
Managing Director, Portfolio Strategy & Risk, and Head of Sustainable Investing, PineBridge Investments

Alex Shafran
SVP, Director of Performance, Attribution & Client Reporting, Cohen & Steers

Andrew Foster, CFA
Deputy Chief Data Officer, Americas, Deutsche Bank

Cecelia Khor
VP, Head of Institutional Client Reporting, Dimensional Fund Advisors

Charles Friedberg, CFA
Managing Partner, President & COO, Argentem Creek Partners

Craig Marderstein
Chief Risk Officer, Avoca Global Advisors

Craig Peretz
CFO, COO & CCO, Sierra Global Management

Deborah Mitchell
Vice President, Manager of Client Reporting, Conning

Jacob Comer
Head of Regulatory & Compliance, Cipher Technologies Management

Jeffrey Himstreet
VP & Corporate Counsel, PGIM Fixed Income

Koley Corte
SVP & Global Head of Business Transformation, AllianceBernstein

Linda Giuliano
Head of Responsible Investment & CAO - Equities, AllianceBernstein

Moshe Greenberg, CFA
Investment Analytics, OppenheimerFunds

Nicholas Wells
Head of Investment Risk, Schroders

Peter Montgomery
Director of Institutional Client Service & Sales, Invesco

Raymond Lee
Head of Performance, Jennison Associates

Russell Grimaldi
Chief Compliance Officer, Horizon Kinetics LLC

Sarah Biller
Co-Founder & Member of Board of Directors, FinTech Sandbox

Steven Yadegari
Chief Operating Officer, General Counsel, Cramer Rosenthal McGlynn LLC

Tammy Eisenberg
Director - Investment Management Risk & Compliance, BNY Melllon

Telmo R. Martins
Director of Compliance, AllianceBernstein

Todd Kuehl
Chief Compliance Officer, Legg Mason Global Asset Management

Tracy Musser
Senior Institutional Relationship Manager, Thompson, Siegel & Walmsley

John A. Bottega
Executive Director, EDM Council

Alex Cavalieri
Head of Marketing, CION Investments

Beth Kaiser Schwartz
Director, Investment Performance Standards, CFA Institute

Cheryl Pipia
Head of USI Client Engagement, T Rowe Price

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

Dessa Glasser
Independent Board Member, Oppenheimer

Gary Buchalter
Vice President, Director of Investor Services, Jennison Associates

M. Owen Donley III
Chief Counsel Office of Investor Education, SEC

Marcella Belsan, CFA
Managing Director & Senior Manager, Wellington Management

Maura McNulty
Managing Director, Head of Institutional Client Relationship Management, Epoch Investment Partners

Evan Fire
Chief Information Security Officer & Chief Operating Officer, Pzena Investment Management

Benjamin Thomsen
Managing Director & Co-Founder, CapTec Partners

Charles Dwyer
Global Financial Services Operations & Technology Executive

Colleen Nichols
Head of Client Engagement, Fiera Capital

Daniel McGrath
Executive Director, Marketing, UBS

Frank Steffen
Managing Director, CapTec Partners

Isaac Carmignani
Trustee & Mayoral Appointee, NYC Board of Education

Jeff Leschen
Managing Director, Bramshill Investments

Leeor Sillman
Director, Client Relations & Marketing, Epoch Investment Partners

Paras Shah
VP, Director of Fixed Income Investment Risk, AllianceBernstein

Robi Krempus
Head of Analytics & Data Management, John Hancock Investments

Ronen Rub
Managing Director, Chief Technology Officer, Waterfall Asset Management

Tim Luyet
VP, Senior Marketing Manager, Dimensional Fund Advisors

Venkat Vedam
Director, Data Engineering, John Hancock Investments

Georgina Field
Chief Executive Officer, White Marble Marketing Ltd

Edouard Legrand
Global Head of Digital, BNP Paribas Asset Management

Bhavin Dave
Executive Director - Data Engineering, Management & Analytics, Morgan Stanley Investment Management

Stella Kerkimis
Product Marketing Manager, Asset Management, Seismic

William Finnegan
Managing Director, Seismic

Len Randazzo
Principal, Asset Management, Clearwater Analytics

Stephen Pope
Founding Member, Red Oak Compliance Solutions

Ali McCarthy
National Director of Marketing, Brinker Capital

McKay Marschalk
Vice President, Regional Director, Specialty Sales, Factset

Kunal Grover
Business Development Manager, Zeidler Group

Arne Zeidler
Managing Director, Zeidler Group

Bob Murphy
Senior Director, Sales Engineering, Seismic

Antonella Puca, CFA, CPA
Managing Director, BlueVal Group LLC

Patrick Starling
Vice President, Director, Sales Engineering, FactSet

Patrice L. Trichon
Vice President, Goldman, Sachs & Co.

Sidney Hardee
Managing Partner, Hardee Brothers

2019 Sponsors

PLATINUM SPONSORS:
• Seismic

GLOBAL PARTNER:
• FactSet

GOLD SPONSORS:
• Appatura

SILVER SPONSORS:
• Clearwater
• Red Oak’s AdMaster

BRONZE SPONSORS:
• SEI
• Vichara
• AQMetrics
• ACA Technology Solutions

PANEL SPONSORS:
• White Marble
• Zeidler Group

EXHIBITOR SPONSORS:
• Archer
• Xenomorph
• GNS
• SDL
• OTC Fin
• Fitch Solutions
• SimCorp

SPONSORS:
• Adeptyx
• Smonik
• Citisoft

MEDIA PARTNERS:
• Savvy Investor
• Eurekahedge
• Asset Servicing Times
• Hedge Fund Alert
• Fintech Finance
• Financial IT
• CIO Applications
• CIOReview