TSAM Boston
June 2, 2025
Fireside chat: Building the future in-house for seamless scalability – Trasnforming digital operations with custom platforms
Moderator:
Joel Roberts, Chief Executive Officer, Brescor Wealth Advisory
Speakers:
Zhan Zhang, Head of AI & Risk Analystics, Polen Capital Management
Jeffrey Addis, Chief Operating Officer, Merganser Capital Management
