105th Meeting of

The Performance Measurement Forum

Thursday, 27 June 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.

BENCHMARK TRENDS

Steve O’Brien, Rimes

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12:00 – 1:00 P.M.

LUNCHEON

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1:00 – 2:00 P.M.

REPORTING TOOLS:

WHAT IS BEING USED AND HOW ARE THEY BEING USED?

Ian Thompson, Ph.D., BNY Mellon

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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.

ARE BENCHMARK RETURNS

TRANSACTION- OR HOLDINGS BASED?

Mary Cait McCarthy, UBS

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4:15 – 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, 28 June 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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