ABOUT THE EVENT...








THE SUMMIT FOR ASSET MANAGEMENT (TSAM) PRESENTS 6 CO-LOCATED CONFERENCES

Technology & Operational Strategy:

    • Digital Transformation for your firm
    • Business Systems: Out with the old, in with the new
    • Moving to mobile in asset management

 

Regulations & Compliance:

    • MiFID II implications for North America
    • One year on from victory: The Trump administration’s plans for regulation
    • Preparing for SEC reporting modernization

Data Management:

    • Delivering profit through data management
    • Data lakes vs Data Warehousing
    • Tackling culture challenges within your business

tsam boston asset management streams

Performance Measurement & Investment Risk:

  • Transforming performance & risk into the elemental business driver
  • Utilizing smart beta strategies
  • Cracking the fixed-income performance attribution conundrum

Client Reporting & Communications:

  • Bringing emojis & emoticons into client communications
  • Client presentations – what, when & why?
  • ‘Meet the client’ deep-dive discussion groups

Marketing & Sales Communications:

  • Perfecting your social media strategy
  • Methods for motivating & measuring success in marketing
  • The impact of the ‘uber’ effect

As a TSAM attendee, you can customize your own agenda, specific to your needs and your work-based priorities