At TSAM, we pride ourselves on the quality of our agenda, the seniority of our speakers and the fact that we believe you’ll learn something new from each and every session.

Morning Keynote Sessions

Time Session

09:00

TSAM Boston 2018 Welcome Address
09:10 Keynote Panel Discussion
09:50 Keynote Presentation: The AI Revolution in Asset Management
Al Naqvi, President & Professor, American Institute of Artificial Intelligence
10:15 Morning Networking & Refreshments

Regulations & Compliance

Time Session

11:00

Chair’s Welcome Address
11:10 Fireside Chat: Embracing the RegTech Revolution in your Organization

Russell Grimaldi, Chief Compliance Officer, Horizon Kinetics LLC

11:45 Panel Discussion: Getting Back to Being Strategic Within the Heavily Regulated Environment

Brian Renelt, Deputy Chief Compliance Officer, Galliard Capital Management (subject to final confirmation)
Solomon Kuckelman, General Counsel, Americas, Man Group

12:25 Product Demonstration
12:40 Fireside Chat: Compliance Testing & Monitoring for Cybersecurity

Mark Hansen, Chief Compliance Officer, Pinnacle Investment Management
Tammy Eisenberg, Director – Investment Management Risk & Compliance, BNY Mellon

13:05 Networking Lunch
14:15 Regulatory Pressure on Sustainability

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

14:55 Product Demonstration
15:10 Key TSAM Boston Sponsor Presentation
15:35 Interactive Brainstorming Groups:

Topic 1: Being Ready for SEC Modernization Reporting

Topic 2: Utilizing Data Analytics & Machine Learning in the Compliance Function

Topic 3: DOL Fiduciary Rule Failure: What’s The Legacy? What Comes Next?

16:10 Networking and Refreshment Break
16:40 Compliance Frameworks for Cryptos & Tokenized Assets
17:15 Complying with GDPR in the US
17:35 Networking Drinks

Client Reporting & Communications

Time Session

11:00

Chair’s Welcome Address
11:10 Panel Discussion: Transforming the Client Reporting & Communications function into a Profit Generator

Stella Mink, Global Head of Client Reporting, Manulife Asset Management
Reilly Shannahan, Reporting & Business Intelligence Team Lead, Brown Advisory

11:45 The IPM Model: Collaboration Between Client Relationship & Portfolio Managers to Deliver Excellence

Michael Schantz, Director, Head of Equity Client Service, RBC Global Asset Management (U.S.)

12:25 Product Demonstration
12:40 Understanding the Psychology & Emotion behind the Customer
13:05 Networking Lunch
14:15 Fireside Chat: Building a Successful Client Service Team to Fulfil Optimum Client Experience

Colleen Nichols, Head of Client Engagement, Fiera Capital

14:55 Product Demonstration
15:10 Key TSAM Boston Sponsor Presentation
15:35 Interactive Brainstorming Groups:

Topic 1: Challenges Behind Getting Buy-In from Senior Stakeholders for Investment in Client Communications

Topic 2: Technology – AI & Machine Learning in Client Communications

Topic 3: Putting Practices to Put in Place to Protect Against Under-Delivery in Client Reporting

16:10 Networking and Refreshment Break
16:40 Panel Discussion: Making the Difference: Creating a Stand-Out Client Service Offering

Brian Firstman, Director, Senior Relationship Manager, DWS (subject to final confirmation)
Michael Schantz, Director, Head of Equity Client Service, RBC Global Asset Management (U.S.)

17:15 The Vendor Decision Process: Building your Business Case
17:35 Networking Drinks

Data Management

Time Session

11:00

Chair’s Welcome Address

11:10

Panel Discussion: Regulation in the Spotlight: Combating Compliance with Effective Data Management & Governance

Deborah Lorenzen, Head of Strategy & Data Governance, State Street Global Advisors
Natalie Sendele, Director – Data Governance, Artisan Partners
Michael Atkin, Managing Director, EDM Council

11:45 Creating a 360° Data Environment for Advanced Analytics Applications

Robi Krempus, Head of Analytics & Data Management, John Hancock Investments
Venkat Vedam, Director, Data Engineering, John Hancock Investments

12:25 Product Demonstration
12:40 Data Principles: Creating an Ethical Code for Your Organization’s Data Usage

Lynn Goldstein, Senior Strategist, The Information Accountability Foundation

13:05 Networking Lunch
14:15 Panel Discussion: Demanding Colleagues, Classification Schemes & More: Day-to-Day Challenges for the Data Department

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

14:55 Product Demonstration
12:40 Understanding the Psychology & Emotion behind the Customer
15:10 Data Management & Machine Learning

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

15:35 Interactive Brainstorming Groups:

Topic 1: Data Governance Challenges for 2018 & Beyond

Topic 2: Making Sure your Data is Reporting-Ready Across the Business

Topic 3: Managing Costs in the Data Department

16:10 Networking and Refreshment Break
16:40 ESG & Alternative Data Explored
17:15 Fireside Chat: Data as a Service: Improving Governance & Delivery of Investment Data
17:35 Networking Drinks

Marketing & Sales Communications

Time Session

11:00

Chair’s Welcome Address

11:10

Fearless Girl: Strategy Built with a Purpose

Dominica Ribeiro, Head of Institutional Marketing, North America, State Street Global Advisors

11:45 Panel Discussion: Moulding the Complete Customer Journey

Farnaz Maters, Chief Marketing Officer, Principal Global Advisors
Marshall Butler, EVP, Head of Marketing for Wealth & Investment Management, Wells Fargo
Alex Cavalieri, Head of Marketing, CION Investments

12:25 Product Demonstration
12:40 Key TSAM Sponsor Presentation
13:05 Networking Lunch
14:15 Panel Discussion: Quality vs Quantity: Achieving the Right Balance in Content Marketing

Deborah Well, Director of E-Business, Harbor Capital Advisors
Scott Brennan, Vice President, Head of Marketing Services & Brand Communications, First Eagle Investment Management

14:55 Turbulence Ahead:  Piloting the Client Experience

Jennifer M. Pedigo, CFA, Head of Distribution, Polen Capital

15:35 Interactive Brainstorming Groups:

Topic 1: Marketing Automation – What & What Not to Automate

Topic 2: Staying on Top of Marketing Compliance Requirements

Topic 3: Managing Data as the Lifeblood for your Marketing Communications

16:10 Networking and Refreshment Break
16:40 Using Social Media Effectively: Top Tips for Buy Side Firms

Courtney Fischbach, VP, Social Media, Legg Mason

17:15 Fireside Chat: Multiple Methods for Raising Brand Awareness

Michael Maiello, Managing Director & Co-Head of Marketing & Investor Relations, Cowen Investment Management

17:35 Networking Drinks

Risk & Performance

Time Session

11:00

Chair’s Welcome Address
11:10 Digitization & the Impact on Performance & Risk Functions
11:45 Panel Discussion: Mastering Effective Distribution of Performance & Risk Analytics

Luis Roman, Former Director of Risk Management at Massachusetts Pension Board Investment Management
Jeff Bellavance, Manager, Performance & Analytics, PanAgora Asset Management

12:25 Product Demonstration
12:40 In-House vs ‘Off the Shelf’ – Building Your Factor Based Fixed Income-Attribution System

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

13:05 Networking Lunch
14:15 Panel Discussion: Turning Performance into an Efficient Client-Facing Function

Daryl Bradford, VP, Performance & Risk, Acadian Asset Management
Daniel Gulko, Head of Performance Measurement & Client Reporting, US, HSBC Global Asset Management

15:10 Investment Risk Techniques for Fixed Income Products

Dmitry Green, MD & Chief Risk Officer, Mariner Investment Group

15:35 Interactive Brainstorming Groups

Topic 1: Risk Reporting Under Increasing Regulatory Requirements

Topic 2: Outsourcing to Asset Servicers: Pros & Cons

Topic 3: Skillsets Needed for the Modern Age of Performance & Risk

16:10 Networking and Refreshment Break
16:40 Fireside Chat: GIPS – 20/20 Standards, Systems, Verification & More

Ambika D’Souza, CIPM, PMP, Performance & Analysis | Vice President, T. Rowe Price

17:15 What & What Not to Automate in Performance & Risk
17:35 Networking Drinks

Technology & Operational Strategy

Time Session

11:00

Chair’s Welcome Address
11:10 Panel Discussion: Embracing Change Management as the Key to Organisational Development

Craig Peretz, COO, CFO & CCO, Sierra Global Management
Steve Simmons, Director, DDJ Capital Management
Elise Bourret, Vice President, Head of Global Investment Services, Manulife Asset Management

11:45 Amazon Approaching… Looming Disruption & What it Might Mean for Asset Managers
12:25 Product Demonstration
12:40 Developing a Customer-Centric Operating Model within your Business
13:05 Networking Lunch
14:15 Panel Discussion: Driving Cost Efficiency with Front-Office Technology Transformation

Joel Feinberg, SVP, Head of Trading, Acadian Asset Management

14:55 Panel Discussion: Operating Costs and the Impact of Rising Regulations

Vikas Chawla, Chief Operating Officer, Venus Capital Management, Inc.

15:35 Interactive Brainstorming Groups

Topic 1:  Blockchain & Distributed Ledger Technology: Impacts on Operational Models

Topic 2:  Cyber Security Challenges for 2019 onwards

Topic 3:  Overcoming the Obstacle of Moving from Legacy to Modern Systems

16:10 Networking and Refreshment Break
16:40 Panel Discussion: Connecting with Tech Collaborators – If You Can’t Beat Them, Join Them
17:15 The Ever-Increasing Risk Management Component in Your Operational Model
17:35 Networking Drinks

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