Discussion Leaders

David D. Spaulding, DPS, CIPM

Risk-adjusted Performance Attribution

Mark Goodey, Dip Iod

The Future of Investment Performance Analysis

Philippe Gregoire, Ph.D.

Climate Risk and Carbon Neutral Attribution

101st Meeting of

The Performance Measurement Forum

Thursday, June 22, 2023

8:30 – 9:00 A.M.

CONTINENTAL BREAKFAST

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9:00 – 11:00 A.M.

Zoom Meeting Starts

MEMBER INTRODUCTIONS, UPDATES & QUESTIONS

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11:00 – 11:15 A.M.

MORNING BREAK

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11:15 – 12:00 P.M.

The Future of Investment Performance Analysis:

Humans & Machines

Mark Goodey, Dip IoD, Arria

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12:00 – 1:00 P.M.

LUNCHEON

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1:00 – 2:00 P.M.

A Discussion on Time-weighted and Money-weighted Returns

(Because it’s the 101st Forum)

Dr. Stefan Illmer, Illmer Investment Performance Consulting

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2:00 – 2:45 P.M

OPEN

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2:45 – 3:00 P.M.

AFTERNOON BREAK

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3:00 – 4:00 P.M.

Climate Risk and Carbon Neutral Attribution

Philippe Gregoire, Ph.D., Amindis

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4:00 – 4:30P.M.

OPEN DISCUSSION

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4:30 – 5:00P.M.

Scotland: A Backdrop on Caledonia

James Neil, Citi

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5:00 P.M.

NEXT DAY & END OF DAY WRAP-UP

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Friday, June 23, 2023

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8:30 – 9:00 A.M.

CONTINENTAL BREAKFAST

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9:00 – 10:30 A.M.

OPEN DISCUSSION

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10:30 – 11:00 A.M.

MORNING BREAK

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11:00 A.M. – 12:00 Noon

Thoughts and Clarifications on Risk-adjusted Performance Attribution

David D. Spaulding, DPS, CIPM, TSG

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12:00 noon – 1:00 P.M.

WRAP-UP & LUNCHEON

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June 22-23, 2023

Thursday

9:00 AM – 5:00 PM

GMT+1

Friday

9:00 AM – 12:00 NOON GMT+1

LOCATION

Sheraton Grand Hotel & Spa

1 Festival Square

Edinburgh, Scotland

Dr. Stefan Illmer

TWR & MWR

James Neill

Scotland: A Backdrop on Caledonia

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