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

Dr. Stefan Illmer

TWR & MWR

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 – 10:45 A.M.

Zoom Meeting Starts

MEMBER INTRODUCTIONS, UPDATES & QUESTIONS

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10:45 – 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 – 3:00 P.M

OPEN

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3:00 – 3:20 P.M.

AFTERNOON BREAK

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3:20 – 4:20 P.M.

Climate Risk and Carbon Neutral Attribution

Philippe Gregoire, Ph.D., Balencio

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3:30 – 4:45 P.M.

OPEN DISCUSSION

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4:45 – 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

Edinburgh, Scotland

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