TSAM Congress & Expo | 17th March | 10% discount for OTC Space Readers

The world's leading event for developing efficient Investment Management companies is coming around again, and for registered readers a special code for 10% discount on tickets. The 14th Annual TSAM
March 2, 2015 - Editor
Category: Clearing

The world's leading event for developing efficient Investment Management companies is coming around again, and for registered readers a special code for 10% discount on tickets.

The 14th Annual TSAM Congress & Expo

Tuesday 17th March 2015 – The Lancaster Hotel, London

OTC Space members can receive a 10% discount by quoting the code we've provided at the end of this article

Boasting the industry’s most comprehensive speaker line-up, full of buy-side thought-leaders, it’s a must-attend for improving operational efficiencies and fostering innovation. From strategic business leaders to operational team managers, all come together in the strive for excellence in technology, operational strategy, data, communications and analytics. Speakers at the event will include:

Plenary Speakers:

  • Janice Turner, Co-Chair, AMNT
  • Rakesh Vengayil, Chief Operating Officer, Asia Pacific & Emerging Markets, BNP Paribas Investment Partners
  • Robert McElvanney, FFA , Principal Investment Consultant, Aon Hewitt
  • Srivathsa Gopinath, Global Co-Head of Client Operations, Goldman Sachs Asset Management
  • Susan Wright, Regulatory and Compliance Specialist, The Investment Association
  • Vincent Dessard, Senior Policy Advisor, EFAMA
  • William Amos, Director, Wholesale Banking & Investment Management, Financial Conduct Authority

Technology & Operational Strategy Speakers:

  • Alain Mandy, Senior Vice President, Fund Admin, Accounting & Reporting, PIMCO
  • Alun Cutler, Director, Product Management EMEA, Charles River Development
  • Bill Jooste, Head of Business Change, Investec Asset Management
  • David Simpson, Director, SEI Europe
  • Dickson Jackson, Director, Investment Operations, Baillie Gifford
  • Holger Schwetje, Director, Head of Middle Office Operations Europe, Allianz Global Investors
  • Jacob Elsborg, Head of Technology, ATP
  • James Jarvis, Portfolio Management Specialist
  • Melanie Panter, Head of Supplier & Change Management, F&C Investments
  • Nadia Humphreys, Executive Director, Operations, Goldman Sachs Asset Management
  • Neil Smyth, Marketing & Technology Director, StatPro
  • Nuala Walsh, Head of Global Client Relations, Standard Life Investments
  • Olivier Lens, Head of Funds & Investment Management, EMEA, SWIFT
  • Paul Nathan, Chief Operating Officer, Old Mutual Global Investors
  • Rossella Cobelli, Head of IT, Eurizon Capital
  • Sarah Robertson, Head of Strategy & Architecture Technology, Standard Life Investments
  • Siobhan Doyle, Head of Investment Operations, Schroders
  • Tom Cunningham, IT Director, Jupiter Asset Management
  • Ulrik Modigh, Head of Asset Management Operations, Nordea Investment Management

Data Mangement Speakers:

  • Alain Robert-Dauntun, Head of Risk Management, Sycamore Asset Management
  • Andrew Barnett, CFA, Head of Investment Data, Legal & General Investment Management
  • Bryan Hoefs, Vice President, Portfolio Analytics, Factset
  • Claire Pannell, Head of Data Vendor Management, Legal & General Investment Management
  • David Berry, Market Data Sourcing, IPUG, FISD, COSSIOM, UBS
  • David Dunne, SMD Chief Data Officer, TIAA-CREF
  • Douglas Russell, Associate Director, Data Governance, Fidelity Worldwide Investment
  • Hany Choueiri, Chief Data Officer – CDOD TS-5 (B-D), Bank of England
  • Iain McAra, Director- Global Investment Performance Standards, EMEA, CFA Institute
  • Ian Thompson, Director – Client Integration, StatPro
  • Phil Tattersall, Director, Simitas
  • PJ Di Giammarino, CEO, JWG Group
  • Ronan Brennan, Chief Technology Officer, MoneyMate
  • Tarun Chudasama, Head of Information Management, Investec Asset Management

Client Reporting & Communications Speakers

  • Alain Mandy, Senior Vice President, Fund Admin, Accounting & Reporting, PIMCO
  • Andrea Favaloro, Global Head of Sales & Marketing, Generali Investments Europe
  • Charlie Cuffin, Associate Director of Institutional Business Services, Fidelity Investments
  • Dickson Jackson, Director, Investment Operations, Baillie Gifford
  • Frederic Lalande, Senior Independent Consultant
  • Guillaume Poli, Global Head of Business Development, Edmond de Rothschild Asset Management
  • Haider Mannan, Director – International Business Development, IDS GmbH
  • Hans Roodhorst, Head Client Service & Reporting, Robeco
  • Janice Turner, Co-Chair, AMNT
  • Nuala Walsh, Head of Global Client Relations, Standard Life Investments
  • Paul Byrne, EMEA Manager, Global Distribution Services, Invesco
  • Saleem Begg, EMEA Head of Client Reporting, Citi Private Bank
  • Varun Verma, Head of Solvency II Reporting, AIG

Performance Measurement & Investment Risk Speakers

  • Arjuna Upasena, Head Risk, Quant and Performance, Nomura Asset Management
  • Arno Kitts, Managing Director- Head of UK Institutional Client Business, BlackRock
  • Barry Traynor, Global Head of Performance Measurement, Pioneer Investments
  • Christopher Nadler, PhD, Head of Investment Engineering, Julius Baer
  • Enrico Massignani, Head of Risk Management, Generali Investments Europe
  • Ian Barnett, Global Head of Portfolio Analytics & Design, HSBC Global Asset Management
  • Ian Webster, Managing Director – Europe, Axioma
  • Jelle Ritzerveld, Head of Risk Management, Kempen
  • Klaus-Erik Berger, Head of Risk Management, SEB Asset Management
  • Leonie Woodward, Global Head of Performance and Reporting Services – Global Operations, Russell Investments
  • Lindsay Tomlinson, Former Chair, National Association of Pension Funds(NAPF)
  • Lindsey Matthews, Head of Quant R&D and Client Development, UBS Delta
  • Marc Zandt, Director – Global Services, StatPro
  • Mary-Patricia Hall, Head of Performance, Insight Investment
  • Matt McCarthy, Head of Performance Analysis, Legal & General Investment Management
  • Nick Greenwood, Pension Fund Manager, Royal Borough of Windsor & Maidenhead (subject to final confirmation)
  • Richard Saldanha, Head of Investment Risk & Performance, Investec Asset Management
  • Robert McElvanney, FFA, Principal Investment Consultant, Aon Hewitt
  • Roger Dayala, Head – Advisory Investments, Insinger de Beaufort, BNP Paribas Wealth Management
  • Romain Peltier, Head of Performance Analysis & Risk Control, Pictet Asset Management
  • Shola Salako, Pension Fund Manager, De Beers Group
  • Vipul Chandna, Head of Business Solutions, Sarasin & Partners

OTC Derivatives for Fund Management Speakers

  • Adam Jacobs, Director – Head of Markets Regulation, Alternative Investment Management Association
  • Andrew Ross, European Head of OTC Central Clearing, Morgan Stanley
  • Angus Canvin, Senior policy advisor, IMA
  • Deepak Sitlani, Partner, Linklaters
  • Derek Nesbitt, Market and Counterparty Risk Policy, Bank of England
  • Francis Gross, Head of External Statistics Division, European Central Bank
  • Ian Sutherland, Professional Change Agent, Kellian
  • Jonathan Herbst, Partner, Norton Rose Fulbright LLP
  • Marco Di Palma, Global Vendor Management, J.P. Morgan Asset Management
  • Matt Becker, Head of Quantitative Derivative Analytics, Scottish Widows Investment Partnership
  • Nicole Grootveld, Chief Operating Officer, Cardano
  • Patrick Pearson, Head of Financial Markets Infrastructure, European Commission
  • Peter Amey, Head of Investment Administration, Newton Investment Management
  • PJ Di Giammarino, CEO, JWG
  • Simon Puleston Jones, CEO, FIA Europe
  • Tim Wickens, Global Head of Funds Credit, Lloyds Banking Group
  • Tom Springbett, Head of OTC Derivatives & Post Trade Policy, Financial Conduct Authority
  • Vincent Dessard,, Senior Policy Advisor, FAMA

Marketing & Sales Communications Speakers

  • Andrea Favaloro, Global Head of Sales & Marketing, Generali Investments Europe
  • Claire Fraser, Head of Marketing & Communications, Baring Asset Management
  • Courtney Waterman, Director – EMEA Institutional Marketing, BlackRock
  • Daniel Rodriguez, VP – Marketing, Seismic
  • Frédéric Lenoir, Director of Communications, Natixis Asset Management
  • Graham Aikin, Owner, HNW Social Media Solutions Ltd
  • Jarlath Forde, Vice President, Sapient
  • Matthew Radgowski, Chief Operating Officer, Morningstar Investment Management
  • Nick Hodgson, Partner – Head of Marketing, Smith & Williamson Investment Management
  • Peter Haag, Head of Marketing, Union Investment Institutional
  • Sasha Dabliz, Head of Marketing & Communications, Canaccord Genuity Wealth Management
  • Scott Stevens, Head of Marketing EMEA, BNY Mellon Asset Management
  • Stephen Ingledew, Managing Director – Customer & Marketing, Standard Life
  • Vicky Parrish, Head of RFPs, Marketing Analytics and Fund Reporting, Legal & General Investment Management

The agenda for the day includes a Plenary session with three key note sessions in the morning, and allows attendees to select their schedule for the remainder of the day based on six key areas. These six areas include the above speakers, and topics of discussion centre on:


The event will be held at The Lancaster Hotel, in London, which is an easy distance from Heathrow airport and has spectacular views over Hyde Park.


Delegates who book into the event will receive:

  • Full access to all sessions and roundtables
  • Full access to the exhibition area
  • Lunch and refreshments throughout the day
  • Delegate pack including materials and literature for the day
  • Invitation to join the post-conference drinks reception
  • Access to the presentation slides after the conference (with speakers’ approval – usually all are included)

The cost to attend the event for delegates from buy-side firms is £1,149; for consultants, vendors, solution providers, and service providers, prices can vary and it is advised to send an enquiry for a quote. Group discounts are available for 2 or more delegates, and more details in regards to this can be obtained by enquiring further.

Enquiries can be sent to events@osneymedia.com, or alternatively can be discussed on +44 (0)20 7336 4600. For more information, to make an enquiry or to register, please also visit the website using the this link.

OTC Space members are also able to receive a 10% discount! To make use of this, simply quote the code TE/OTC10 when registering for the event.


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