The TSAM Series Testimonials



Joseph

Joseph Lodato
Senior Industry Compliance Officer

TSAM has always provided an opportunity to meet a great collection of industry professionals and to spend time discussing the hottest topics in the industry. The diversity that TSAM’s unique nature enables is also of significant value to me.

Enrico

Enrico Massignani
Head of Risk Management
Generali Investments 

One of the main reasons I attend TSAM is to get a broad perspective on what is going on in the industry to see the trends and innovations that are also impacting your peers’ organisations. This is achieved at TSAM in a number of ways. The first is through viewing the presentations – depending on the topic that is going on, if it is of interest and if it’s within your remit, you can obtain great value from these. The second is listening to the debates and panels, mainly from fellow practitioners on how they deal with certain issues and topics that you also deal with in the day-to-day. Thirdly, when you network with other peers, you discuss these issues and have a more informal and open discussion on what you’re doing.

Additionally, there are the service providers and what they contribute to TSAM! Sometimes you don’t realise that some companies have certain products, and sometimes you see new solutions you weren’t aware of before. I had some one-to-one meetings this year, one consultant who gave me some helpful insight and one provider who was on the trading platform side, who focused on fixed income which is in my remit. This is yet another way to get great value from TSAM – through the excellently organised meetings.


Paulo

Paulo Caricati
Head of Risk Management, EMEA
Western Asset Management

One of the main features I like about TSAM is the size – there are different people present from different backgrounds, interested in different business areas. I started coming to TSAM three or four years ago and my focus has always been more on the risk side, as well as performance. One aspect that is integral to TSAM is the presence of industry peers, that I can network with in the intervals and discuss what we are doing, hearing their experiences and insights in doing so. Additionally, because they participate in the panels together with the vendors, I get a good view of what is going on in the market and what people are looking at, and how people are solving their problems. It helps me identify problems we have that I didn’t even know we have! These are some of the most valuable features for me.

The idea of brainstorming works very well and TSAM helps facilitate this – it moves your thoughts in a certain way to bring you closer to solutions that you want and need. Not just within the brainstorming groups but across all of the sessions – therefore it is extremely useful to take notes throughout the whole day.

Whilst at Western Asset Management we often develop a lot of things in house, it can still be very valuable hearing from all of the vendors to get a perspective of the market and hear their ideas from my discussions with them, as well as also sharing with them my ideas and expertise. I also know that some of my fellow TSAM attendees have benefited directly in terms of forming business relationships with vendors from their engagement at TSAM.


Siobhan

Siobhan Doyle
Head of Investment Operations
Schroders

I’ve been coming to TSAM for years. Out of all conferences covering similar areas, TSAM is the best I’ve been to in terms of topics and attendees. I’ve been to a lot of conferences that cater for the buy and sell-side, and in doing so tend to miss the mark for the buy-side.

TSAM stands out on its own – there are plenty of industry events out there but quite often they focus on one topic, for example risk, or trading. TSAM covers so many different topic areas. I think we had seven people attend from Schroders there this year! That’s why it’s so good: it’s not just one functional area – TSAM caters really well for all different areas. Therefore, we find we can send quite a few people, and everyone is listening to different conversations too. There’s something for everybody, and enough of it to be worthwhile. So that’s why it is one of the ones I enjoy coming back to – it’s worth taking a day out of the office for, whereas some others aren’t necessarily.


Anthony Howland
Director
The Freedom Index

Initially I came to TSAM because I was on the vendor side, and we needed to compete with the other vendors. It was a great branding opportunity, and when all of your competitors are there, you have to be there too. Since then, the format has changed a lot at TSAM. One of the gripes from vendors previously was segregation between the vendors and the other delegates, to the extent that vendors were not allowed to participate in roundtable discussions.

One of the good things that’s happened since is the integration of the vendor and asset management community, so that all attendees are now considered as peers. Everyone has come to the realisation that vendors are necessary and can contribute a lot to the industry. Rather than giving straight sales talks, you have a lot of experienced people here who can give back to the community.


Jacob

Jacob Elsborg
Senior Data Warehouse & Operational Specialist
ATP

One of the main reasons for attending TSAM is having the opportunity to speak. The chance to share your views and insights is great. TSAM has grown in that people will have discussions now and interact with the speakers more than they used to, which is great as both a speaker and an attendee. This reflects the high quality of speakers across TSAM, who are very knowledgeable and are able to engage the audience.

Joseph

Joseph Lodato
Senior Industry Compliance Officer

There are two main features I find particularly valuable. First, the keynote sessions and their speakers are very informative – you find that you have bigger players in the industry providing these addresses, as typically they have more resources to innovate as well as provides you with a good way of discovering where the industry is headed. Second, is the different tracks, which are great too. They help with targeted learning on specific topics as they can really focus on certain aspects; and I often spend the day switching between different tracks. It’s sometimes difficult to see and hear everything that you want!

Enrico

Enrico Massignani
Head of Risk Management
Generali Investments 

It gives organisations the opportunity to get a helicopter view of different themes – hence why it’s valuable for senior people within companies. Because of the different streams you can choose how to manage your day, and it gives you a broad perspective of new ideas and practices. Therefore, it is also great to come along with team members and colleagues – dependent on topics that are being discussed. You have two benefits – firstly, if the topics fit the specialty of that colleague on how industry is dealing for that. Second thing is that it is an opportunity for them to network with delegates and providers and learn from them.

The whole day at TSAM is a brainstorming exercise! You have an opportunity to discuss with your peers something you haven’t done yet or are in the process with, so you get feedback and implicit advice on how to go about it. In doing so, you can leverage on experience and advice of your peers to apply to your work.

What I’ve appreciated is that there are now more presentations. Panels are great at giving a good overview, but presentations tend to be more focused and give you more condensed content.


Jacob

Jacob Elsborg
Senior Data Warehouse & Operational Specialist
ATP

The agenda, speakers and discussions are of course some of the main ways you can find value from TSAM. The whole atmosphere is hugely valuable too as you can take topics from the sessions and have hugely valuable discussions with your peers when you’re networking throughout the day.

When you have an event that has such a broad coverage and the various different tracks, it is very valuable because you can have people in your firm attending from across the organisation.

Joseph

Joseph Lodato
Senior Industry Compliance Officer

It’s hard to make a comparison as TSAM is generally more expansive., others are less packed with information. TSAM has a lot more tracks, information and speakers, with great speaker quality. I really like the diversity and different viewpoints, from firms of varying types and sizes.

Paulo

Paulo Caricati
Head of Risk Management, EMEA
Western Asset Management

The TSAM & SUPRA events are high on my priority list in a calendar year. In terms of the level of things presented, some other events might be more risk focused and specific on this topic. TSAM tends to be larger than the majority of the events I go to, and in that sense, the purpose of TSAM is different.

I enjoy seeing my asset management peers there and networking with them, but also other institutional investors such as pension funds, insurance companies, etc. that attend too to gauge their perspective. TSAM London also draws in people from the continent too, not necessarily just people from across the road! And this is always interesting as it means there are a wider variety of insights.


Anthony Howland
Director
The Freedom Index

There’s nothing else like TSAM in the industry. There are some that have the same number of people, but without the diversity of streams and diversity of conversations. I’ve not seen anything like TSAM.

Joseph

Joseph Lodato
Senior Industry Compliance Officer

The connections you make are hugely valuable for senior level attendees. Over the past few years I have formed great relationships with industry peers through TSAM, and attending is a good way to meet up, and make even more.
It allows you to build relationships with vendors too – there a lot of competitors out there in the market, and having so many come together in one place is helpful! Vendor speakers and participants have improved significantly over the last few years too.

Siobhan

Siobhan Doyle
Head of Investment Operations
Schroders

The attendees and content are two key features that are valuable. The separate workstreams are good too as they allow people to attend sessions that are truly relevant to them. I like that you get a good mix of attendees too – some junior members which is great; and also senior attendees too. TSAM has done a lot to encourage senior level attendees, one example being the Ops50 forum.

I’ve been a regular programme participant in recent years, and see this as a very valuable experience too. You tend to get a lot more out of it from being a panellist or involved in the agenda somehow. For example, people will come to talk to you a lot more when you’ve been up on stage, so it enhances the networking opportunity. Also, I quite like to talk!

I always value the sponsors’ input too, as there are usually quite a few vendors there that I’m interested in talking to. Even if I’m not looking for a particular product or solution at the time, it’s always interesting to hear from them. And it’s very useful if we are indeed actively looking for a solution.


Anthony Howland
Director
The Freedom Index

The one thing that really struck me was the inter-departmental conversations that I had. As people have moved from one organisation to another, you also get people moving across departments – moving from performance, to technology, to data, to compliance! I had a lot of conversations with people who were not in the same role they were several years ago.

It’s a unique industry event that allows that blend of conversations across the different departments. It’s a rare opportunity to meet people from other organisations within those departments. Generally the roundtable discussions, you learn a lot from dialogue with your peers. Panel discussions and fireside chats are also valuable too. The networking opportunities are vital to any event I go to, and they are excellent at TSAM. TSAM has evolved in this sense, for example there was an incredible turnout at the networking drinks post-event!


Jacob

Jacob Elsborg
Senior Data Warehouse & Operational Specialist
ATP

For the senior folk, they can benefit hugely from finding high-level presentations throughout the different agendas that take you through the main essence of a topic.

It’s not just about meeting others and having a good time in London – although that is of course great! There’s so much more to it.

Joseph

Joseph Lodato
Senior Industry Compliance Officer

In general, I think TSAM gives me a benchmark as to where other firms are, and therefore gives us an ability to judge how fast we should be moving. A good example of this was a couple years ago, where I gauged that data governance was something that I understood from TSAM was of growing industry importance, and therefore acted to become more involved in our program.

Siobhan

Siobhan Doyle
Head of Investment Operations
Schroders

One benefit that I often get from TSAM is the opportunity to discuss industry concerns and issues with  other attendees  Last week, one thing I came away with and did something straight away on was cyber security. After the presentation on this topic, it spurred me on to go and talk to the IT teams and find out how they incorporate  security best practice and educate myself more in this area.

Quite often in this regard, TSAM enables productive conversations in the office. What TSAM does is give me enough information to then go and do a bit more investigation, and brings topics to mind that I perhaps hadn’t thought about before, but maybe should be now!


Jacob

Jacob Elsborg
Senior Data Warehouse & Operational Specialist
ATP

One of the key takeaways is that you get a great overview of what is happening in your specific area. Sometimes it is difficult to fit everything in to your agenda for the day! But getting an overview of your specific area is great.

TSAM can be great at inspiring you to look at solutions or technologies that you haven’t looked at before, and take ideas back to your team in your organisation. Also, as a speaker, you are always challenged at TSAM! Which doesn’t necessarily happen within your firm every day, so it helps you think differently.

Anthony Howland
Director
The Freedom Index

The event has matured – it isn’t just about the technology any more. It is an asset management conference, and I think this makes it very valuable for senior professionals. It is more about the real things that are impacting them and the industry. For example, the Brexit and robo-advisory keynote sessions weren’t specifically about the technology, but two incredibly topical themes that everyone is interested in.

Paulo

Paulo Caricati
Head of Risk Management, EMEA
Western Asset Management

Speaking or participating in panel discussions at TSAM is a great experience. When I find a theme that matches with the focus of the conference, this can be very enjoyable and valuable.

Participating gives me the opportunity to share my ideas and experience too, to help people and the industry learn about the current problems we all face.

Joseph

Joseph Lodato
Senior Industry Compliance Officer

The best answer for why I’d keep coming is simply this: there is so much change occurring in the industry with digitization and technology and everything else, and missing a TSAM means I’d be missing out on keeping up with it all, and missing out on my continued education!

Enrico

Enrico Massignani
Head of Risk Management
Generali Investments 

There are many reasons why I will be returning next year! As long as there are topics relevant for myself and my colleagues, and they’re delivered so effectively we will want to come. Furthermore we want con continue leveraging on the outstanding networking opportunities as well.

Additionally, participating and speaking at TSAM gives the chance to receive and give constructive influence to the industry.


Paulo

Paulo Caricati
Head of Risk Management, EMEA
Western Asset Management

TSAM is never repetitive year upon year – things always change quickly in the industry, and the content does too.

I’m looking forward to coming back next year!


Siobhan

Siobhan Doyle
Head of Investment Operations
Schroders

I’ll be attending TSAM again next year for the simple reason that I continue to find it useful and worthwhile. If I looked at the agenda next year and I didn’t like it, I wouldn’t come!

If the agenda continues to consist of good, relevant content, I’ll make sure I continue to attend.


Anthony Howland
Director
The Freedom Index

It’s a unique event, a chance to catch up with people across the whole of the asset management industry. It is the key event to be at each year!


Jacob

Jacob Elsborg
Senior Data Warehouse & Operational Specialist
ATP

TSAM is outstanding in delivering an overview of the trends and innovations in the industry, which is where TSAM has the edge on its competitor events! I need to keep up with these, and know that TSAM will provide.