The Summit for Asset Management NOVEMBER 15, 2017 HYNES CONVENTION CENTER

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1 The Summit for Asset Management NOVEMBER 15, 2017 HYNES CONVENTION CENTER W W W. T S A M B O S TO N. C O M

2 Dear Delegate, W H AT S N E W F O R 2017? How many times have we all heard companies claim that the latest edition of their product is the best ever? TSAM Boston 2017 will be like no other; we ve curated an event for you Many that has more networking opportunities and additional features than ever before! Introducing the Best Edition of TSAM Boston to date (however, I really mean it!). As a TSAM attendee, you ll be able to immerse yourself in activities taking place throughout the day. From the opening keynotes to the 6 co-located conferences, pre-scheduled meetings to the Demo Labs, we ve curated TSAM to ensure you re able to take advantage of our wide-ranging opportunities, at this all encompassing asset management event. THE LARGEST AND MOST SENIOR AUDIENCE TO DATE will be in attendance, Each of the conferences has undergone a significant refresh, and this year the Regulations & Compliance Forum debuts! That s not the only thing; this year s TSAM Boston will be the largest to date, enabling participants to make new connections and network with quite literally hundreds of their senior industry counterparts imagine that. comprised of a plethora of Directors, Departmental Heads and C-Level participants Actually, why imagine it? Join your peers and experience TSAM Boston 2017 for yourself! THE DEBUT OF THE REGULATIONS & COMPLIANCE CONFERENCE takes place this November, dedicated exclusively to topics of this nature Warm regards, Jonathan A NETWORKING EXPERIENCE LIKE NO OTHER awaits you; we ll be able to Jonathan Wiser Divisional Director Osney Media preschedule meetings for you with any fellow delegate you re specifically looking to connect with EXCLUSIVE DEMO LABS will be taking place throughout the day, allowing you to explore the functionality of the industry s best software T H I S Y E A R, T S A M C O - L O C AT E S 6 WORLD CLASS CONFERENCES INTERACT WITH YOUR PEERS DIGITALLY within the keynotes using new software that you can control directly from your phone TECHNOLOGY & OPERATIONAL STRATEGY REGULATIONS & COMPLIANCE DATA MANAGEMENT NEW CONTENT AND THOUGHT-LEADERSHIP PERFORMANCE MEASUREMENT & INVESTMENT RISK MARKETING & SALES COMMUNICATIONS event, highlighting the key insights of industry innovators CLIENT REPORTING & COMMUNICATIONS THERE WILL BE MORE VENDORS IN THE EXPO than ever before, giving you access to the most forward thinking tech companies, operating inside of the #TSAM2017

3 KEYNOTES NETWORKING TSAM experience with the entirety of the We know that networking is key to your TSAM macro-focused experience at TSAM. Whether it be sessions will bring together the most-senior brainstorming within intimate groups, speakers around, discussing topics like the benchmarking against a counterpart from tangible impact of global regulations on the a similar firm, or meeting solution providers Asset Management industry and emerging to see the latest system and tools, there are technologies that will soon be infiltrating a whole host of networking opportunities your organisation. to optimize your experience with us. audience. These MEETINGS CONFERENCES Take advantage of the official TSAM Community Manager on-site; think of You have the freedom to customize them like your personal networking an agenda across the 6 co-located facilitator. If you let us know the type conferences, for the most bespoke event of people you d like to meet with experience in town. This enables you from both financial institutions and to pick and choose the sessions most solution providers we ll be able relevant to your working life. to pre-schedule meetings for you before you ve even arrived on-site! EXPO T S A M PA R T Y More industry innovators will be joining you A chance to continue your networking into and your peers at this year s TSAM Boston. the night? An opportunity to catch up with The exhibition floor will be the slickest our phenomenal speaker faculty? An excuse to drink on a Wednesday night? Whatever existing relationships and build new business your reason, there s no better way to cap connections. event networking party.

4 WE ASKED OUR SPEAKERS TSAM SPEAKER SNAPSHOT WHY TSAM 2017? The only conference that truly focus on asset management as opposed to the broader financial services industry. William Shaw, Managing Director, Marketing Communications, Windhaven Investments Anthony Dell, Chief Compliance Officer, Ares Management Beth Kaiser, Director, Investment Performance Standards, CFA Institute I think the conference s biggest strength is the depth of service providers that it is able to gather at one place that offers some interesting insights around cutting edge technologies that are being developed for servicing asset managers. Craig Dunham, VP - Financial Services, Seismic Daryl Bradford, Vice President, Performance Attribution Manager, Acadian Asset Management Elliot Noma, Managing Director, Garrett Asset Management TSAM is a melting pot of Operations, Technology, Data and Communications leaders from across the industry...insightful presentations, excellent locations and a great networking opportunity. George Marootian, EVP, Head of Technology, Natixis John McAuliffe, Director Business Systems - Digital Strategy Transformation, Sun Life Financial Michelle McCarthy Beck, Chief Risk Officer, Nuveen Investments Ronan Brennan, Chief Technology Officer, Accudelta Diane Vieira, Director of Marketing, Standish Mellon Asset Management Mark Braley, VP, Global Head of Data Management & Reporting, Columbia Threadneedle #TSAM2017

5 TSAM AUDIENCE DEMOGRAPHICS SENI ORI T Y 23% CxO/GLOBAL HEAD 55% DIRECTOR/DEPARTMENTAL HEAD 18% MANAGER/TEAM LEADER 4% ANALYST/OTHER I N DUS T R Y 82% ASSET/ INVESTMENT MANAGERS 10% HEDGE FUNDS 6% INSURANCE 2% PENSION FUNDS TSAM INDUSTRY SURVEY INSIGHTS What is your company s total AUM? 7% more than $1 tr 10% 501bn - $100 bn 32% $101 bn - $500 bn 9% 51bn - $100 bn 17% $11bn - $50 bn 14% $1bn - $50bn 11% under $1bn Do you believe technological disruption represents an opportunity or threat to your business? 60% Opportunity 27% Threat 13% Don t know Are you planning to replace any of your existing technology systems in the next 12 month? 66% Yes 34% #TSAM2017

6 Interested in joining us us in in Boston? London? G E T IN TOUC H! +44 (0) SPONSORSHIP To discuss sponsorship and branding opportunities, contact AARON THAKORLAL JAMES ANDERSON Sponsorship Manager jamesa@osneymedia.com OLIVER HALLINAN Sponsorship Manager oliver@osneymedia.com SPEAKING If you d like to submit a speaking proposal and you re not a supplier, please contact JAMES HATWELL Content Producer jamesh@osneymedia.com DELEGATE ATTENDANCE To register as a delegate, book online or contact ANDREW SMITH Delegate Manager andrews@osneymedia.com PRESS & MEDIA For press passes, media and blogging enquiries, contact NAOMI WOOD Marketing Manager naomi@osneymedia.com