WHY COME TO TSAM?

 

Don’t just take our word for it, see what our previous delegates had to say about the TSAM Series…


Chris Nicola
Co-founder and Chief Technology Office
WealthBar

As the CTO and Co-founder of a growing robo-adviser firm, it is important for me to learn and understand what’s happening in the asset management sector. This is a rapidly-innovating industry and an event like this gives us insight into best practices. It’s also an opportunity for us to share our knowledge with others and to give back.


Pat Dunwoody
Executive Director
Canadian ETF Association

This is the first TSAM event in Canada and we are always looking for events (etc) that encourage learning and expansion of views


Craig Machel
Portfolio Manager
Richardson GMP 

Our industry is rapidly evolving starting with client needs, firm and regulatory changes culminating in our abilities and skills required to properly service our clients through this rapid change.  We all need to stay relevant and remain ahead of this change.  I want to learn from industry leaders, and hope to provide valuable insight to attendees who are choosing to keep ahead of this change.

Craig Machel
Portfolio Manager
Richardson GMP 

Pat Dunwoody
Executive Director
Canadian ETF Association

The breadth of sessions will appeal to all levels.


Chris Nicola
Co-founder and Chief Technology Office
WealthBar

There is an opportunity for learning-in-depth through the various conference streams. It’s about gathering best practices and lessons learned from people who are experts in the industry.


Craig Machel
Portfolio Manager
Richardson GMP 

The TSAM agenda is very client focused featuring industry leaders in various roles, all prioritizing a positive, evolving client experience.  This is not about products, services or investments – this summit is designed for teams and senior executives who want to provide a better wealth management experience for their clients.



Pat Dunwoody
Executive Director
Canadian ETF Association

The multi-channel concept is unique.


Chris Nicola
Co-founder and Chief Technology Office
WealthBar

The TSAM programme seems very comprehensive, allowing participants to follow the conference stream that matters to them. There’s an excellent lineup of speakers who bring authority and expertise to the event.



Pat Dunwoody
Executive Director
Canadian ETF Association

The breadth and depth of information that will be imparted will be well-worth people’s time to attend.