Discussion Leaders

Patrick W. Fowler

Forum Moderator

John D. Simpson, CIPM

Forum Moderator

Jennifer Barnette, CIPM

Performance and Risk Teams

Claude Giguere

Fixed Income Attribution

112th Meeting of

The Performance Measurement Forum

Thursday, April 23, 2026

8:30 – 9:00 A.M.

CONTINENTAL BREAKFAST

______________________________

9:00 – 10:00 A.M.

Zoom Meeting Starts

MEMBER INTRODUCTIONS,

UPDATES, & QUESTIONS

______________________________

10:00 – 10:45 A.M.

OPEN DISCUSSION

______________________________

10:45 – 11:00 A.M.

MORNING BREAK

______________________________

11:00 – 12:00 P.M.

The Efficiency Imperative in Performance Measurement

Alex Serman, CIPM, First Rate

______________________________

12:00 – 1:00 P.M.

LUNCHEON

______________________________

1:00 – 2:00 P.M.

Client Reporting Standards

____________________________

1:45 – 3:00 P.M

OPEN DISCUSSION

______________________________

3:00 – 3:15 P.M.

AFTERNOON BREAK

______________________________

3:15 – 4:00 P.M.

Fixed Income Attribution

Claude Giguere, Robust Technologies

______________________________

4:00 – 4:45 P.M.

 OPEN DISCUSSION

______________________________

4:45 – 5:00 P.M.

 A Backdrop on Montreal

______________________________

5:00 P.M.

END OF DAY WRAP-UP

______________________________ 

Friday, April 24, 2026

______________________________

8:30 – 9:00 A.M.

CONTINENTAL BREAKFAST

______________________________

9:00 – 10:30 A.M.

OPEN DISCUSSION

______________________________

10:30 – 11:00 A.M.

MORNING BREAK

______________________________

11:00 A.M. – 12:00 Noon

Integrating Investment Risk with the Performance Team

Jennifer Barnette, CIPM, TSG

 ______________________________

12:00 noon – 1:00 P.M.

WRAP-UP & LUNCHEON

______________________________

April 23-24, 2026

Thursday

9:00 AM – 5:00 PM ET

Friday

9:00 AM – 12:00 NOON ET

LOCATION

W Montreal

901 Rue du Square-Victoria

Montréal, QC H2Z 1J1

Canada

Alex Serman, CIPM

Data Consolidation

Free Subscription!

The Journal of Performance Measurement

The Performance Measurement Resource.

Click to Subscribe