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May 11, 2016

TSAM New York 2016: 20% Discount for OTC Space Readers

The Summit for Asset Management (TSAM) speaks for itself; hosting numerous co-located conferences across major financial hubs globally – including New York, Boston and London. OTC Space registered readers can take advantage of a special 20% discount.

TSAM New York

Thursday 23rd June 2016: New York

The Summit for Asset Management (TSAM) speaks for itself; hosting numerous co-located conferences across major financial hubs globally – including New York, Boston and London – TSAM is the true home of the asset management community.

Bringing together senior decision makers from both the largest asset managers and smaller investment boutiques; the latest innovations, strategies and future trends are continually thrashed out in this melting pot of financial leaders.

Speakers will include:

  • Adam Tabor: Vice President – Distribution Client Services, Oppenheimer Funds
  • Ahmed Kassongo: Director, Client Analytics & Reporting, Alberta Investment Management Corporation
  • Alexandra Ergon: Institutional Relationships, Calvert Investments
  • Alex Shafran: Global Head of Performance/Head of Global Analytics, AllianceBernstein
  • Andrew Chin: Chief Risk Officer & Head of Quantitiative Research, AllianceBernstein
  • Atanas Goranov: Managing Director – Derivatives Risk Officer, Guardian Life Insurance Company of America
  • Benjamin Shuldiner: TrusteeBoard of Education Retirement System of the City of New York
  • Bob Bonomo: CEO, Blockchain Innovation Group LLC
  • Bob Plotkin: Director of Technology, Terrapin Partners
  • Bobby Lamy: Head of Curriculum Development, [CFA Institute]
  • Brian Hunter: Vice President – Risk, Oppenheimer Funds
  • Cecelia Khor: Head of Client Reporting, Dimensional Fund Advisors
  • Christopher Rohan: Managing Director – Institutional & International Marketing, Eaton Vance
  • Colleen Nichols: Director – Client Services & Reporting, TIAA-CREF
  • Courtney Fischbach: Vice President – Social Media, Legg Mason
  • Cynthia Seebach: Managing Director – Business Services, TD Asset Management
  • Dana McCloskey: Head of Client Reporting Team, Mellon Capital Management
  • Daniel A Gulko: CFA, CIPM, Head of Performance and Reporting – US, HSBC Global Asset Management
  • Daryl J. Bradford: CFA, CIPM, Senior Performance & Attribution Analyst, Acadian Asset Management
  • David Berry: Market Data Exchanges and Commissions Global Sourcing, IPUG CIQ
  • Deborah Well: Director of E-Business, Harbor Capital Advisors
  • Deniz A. Johnson: Founder/Managing Partner, Pera-Partners LLC
  • Douglas Karas: Director of Investment Peformance, Franklin Templeton Investments
  • Edward McCluggage: Head of North American Operations, Standard Life Investments
  • Eric Fender: Global Head of Client Reporting, Dimensional Fund Advisors
  • Erik Schneberger: Senior Vice President – Global Head of Digital & Marketing Operations, Neuberger Berman
  • Gareth Witten: PhD, Head of Portfolio Analytics, Risk and Implementation, STANLIB Asset Management
  • Gina Ehrlich: Director – Information Technology, Segall Bryant & Hamill
  • Hannah Lewis: FRSA, Founder, Behave London
  • Jacques Gagne: Pension Governance Researcher, Ecole nationale d'adminstration publique
  • Janko Trenkoski: CFA, FRM, General Manager and Investment Office, KB First Pension Company
  • Jeanne Sdroulas: Senior Vice President – Head of Marketing, Fred Alger Management
  • Linda Giuliano: Chief Administrative Officer – Equities, Head of Responsible Investment, AllianceBernstein
  • Jonathan Wiser: Head of Content, Osney Media
  • Joshua O'Brien: Director, Strategic Investment Group
  • Joseph Grogan: Managing Director – Head of Northeast Sales and Relationship ManagementState Street Global Advisors
  • Kampoleak Pal: CFA, Senior Director – Risk Management, Guardian Life Insurance Company of America
  • Kai Saathoff: Director COO Function – Head of Business Management AM Germany & COO MACS Germany, Credit Suisse
  • Kelsey Biggars: Senior Vice President – Head of Performance Analysis and Investment Risk, Franklin Templeton Investments
  • Kenneth Lamar: Senior Vice President – Head of Statistics FunctionFederal Reserve Bank of New York
  • Leeor Sillman: Director – Client Relations & MarketingEpoch Investment Partners
  • Linda Giuliano: Chief Administrative Officer – Equities, Head of Responsible Investment, AllianceBernstein
  • Maksim Altmark: CPA, CGMA, Director of Investment Operations, Georgetown University
  • Mark Babiec: Senior Vice President – Head of Client Services, CBRE Clarion
  • Matthew Tonelli: Chief Risk Officer, Capstone Investment Advisors
  • Michael Maiello: Co-Head of Client Services and Marketing, Ramius LLC
  • Michael Maxwell: Head of the Reporting and Business Intelligence Team, Brown Advisory
  • Michael Rucci: Chief Operating Officer, MUFG
  • Mo Jalajel: MBA, Senior Manager – Pension Investments, Pfizer
  • Natalija Jovanovic: Senior Director & Busines Partner – AIG Science, AIG
  • Peter Benson: Executive Director – Chief Technology OfficerElectronic Commerce Code Management Association (ECCMA)
  • Rene Madden: Executive Director – Head of Client Account Management, J.P. Morgan Asset Management
  • Rohit R. Katti: Director & Chief Technologist – Strategic Technology Investments Group, New York Life Insurance Company
  • Sanjay Bery: Managing Director – Data Governance & Data Stewardship, TIAA
  • Saleem Begg: Global Head of ProjectsCiti Private Bank
  • Sean Graham: Director – Investment Operations, General Motors Asset Management
  • Scott Burleigh: Executive Director, JP Morgan Asset Management
  • Sharon Hayman: CFA, Head of Relationship Management, Jackson Square Partners
  • Shankar Venkatraman: Global Head of Performance Institutional Clients Group Risk and Compliance, Citi
  • Stacey Sabatos: Head of Marketing and Investor Relations, RCG
  • Stanley Kwasniewski: Director of Portfolio Analytics, FactSet Research Systems
  • Stas Melnikov: Head of Investment Risk, Russell Investments
  • Stephen Gouthro: Head of Investment Services & Operations, Putnam Investments
  • Sunil Choudhary: Head of Data Analytics – FCC & RC, HSBC
  • Terry Boyle McDougall: Marketing Director – Global Asset Management & U.S. Wealth Management, BMO Financial Group
  • Tim Luyet: Head of Marketing Operations, Dimensional Fund Advisors
  • Tina Tse: Director – Marketing Communications, MacKay Shields LLC
  • Tracy L. Musser: Senior Institutional Relationship Manager, Thompson, Siegel & Walmsley LLC
  • Venkat Balakrishnan: Vice President – Quantitative Analyst, Multi-Asset Solutions Research, AllianceBernstein
  • William Mehmen: Head of Information Technology, Aegon Asset Management
  • Yves Chauvin: Director – Investment Data Platform, AXA Rosenberg

The agenda is summarised below, and attached as a download at the bottom of this announcement:

The event will be held at The Convene conference centre, the location of which is displayed above. A congress & expo pass is priced at $1,299 (£900), with a current special offer available for $999 (£620). 

OTC Space registered readers can take advantage of a special 20% discount. Simply enter the code 'OTCSPACE' when registering. 

To find out more, and to register using the OTC Space discount, visit the event website here.


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