Discussion Leaders

Patrick W. Fowler

Forum Moderator

David Spaulding, DPS, CIPM

Monetizing Excess Returns

Lance Dial

SEC Marketing Rule

104th Meeting of

The Performance Measurement Forum

Thursday, June 13, 2024

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.

SEC MARKETING RULE

Lance Dial, K&L Gates

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12:00 – 1:00 P.M.

LUNCHEON

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1:00 – 2:00 P.M.

BENCHMARKING TRENDS: MOVEMENT AWAY FROM COSTLY INDEX PROVIDERS; INCORPORATING TRANSACTION COSTS AND FEES; POTENTIAL FOR ETFS

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2:00 – 3:00 P.M

OPEN DISCUSSION

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3:00 – 3:20 P.M.

AFTERNOON BREAK

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3:20 – 4:20 P.M.

OFFICE LIFE: WHERE ARE WE POST COVID?

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4:20 – 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 14, 2024

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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

MONETIZING EXCESS RETURNS

David Spaulding, DPS, CIPM, TSG

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12:00 noon – 1:00 P.M.

WRAP-UP & LUNCHEON

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June 13-14, 2024

Thursday

9:00 AM – 5:00 PM PDT

Friday

9:00 AM – 12:00 NOON PDT

LOCATION

JW Marriott

Resort & Spa

221 N Rampart Boulevard

Las Vegas, NV 89145

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