102nd Meeting of

The Performance Measurement Forum

Thursday, November 9, 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 – 11:00 A.M.

MORNING BREAK

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11:00 – 12:00 P.M.

ESG: Where are we going?

Industry Insights and Open Discussion

Steve O’Brien, Rimes

Darren Crowley, Pictet Asset Management

Presentation pt. 1

Presentation pt. 2

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12:00 – 1:00 P.M.

LUNCHEON

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1:00 – 2:00 P.M.

Navigating investment decisions in the net-zero era:

Combining past performance with future resilience

Oliver Hampshire, Ortec Finance

Presentation

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2:00 – 3:00 P.M

OPEN DISCUSSION

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3:00 – 3:15 P.M.

AFTERNOON BREAK

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3:15 – 4:15 P.M.

Where are we with AI? What are the Risks?

Alex Serman, First Rate

Presentation

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4:15 – 4:45 P.M.

Spotlight on Porto & Portugal

Irina Almeida, CIPM, Mercer

Presentation

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4:45 – 5:00 P.M.

NEXT DAY & END OF DAY WRAP-UP

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Friday, November 10, 2023

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8:30 – 9:00 A.M.

CONTINENTAL BREAKFAST

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9:00 – 9:30

Expected and Unexpected Synergies Between

HR Bonus / Compensation and Performance Analysis

Darren Crowley, Pictet Asset Management

Presentation

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9:30 – 10:45 A.M.

OPEN DISCUSSION

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10:45 – 11:00 A.M.

MORNING BREAK

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11:00 A.M. – 12:00 Noon

Making Sense of Net of Fee Returns

David Spaulding, DPS, CIPM, TSG

Presentation

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12:00 noon – 1:00 P.M.

WRAP-UP & LUNCHEON

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