112th Meeting of

The Performance Measurement Forum

Thursday, April 23, 2026

8:30 – 9:00 A.M.

CONTINENTAL BREAKFAST

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9:00 – 10:00 A.M.

Zoom Meeting Starts

MEMBER INTRODUCTIONS,

UPDATES, & QUESTIONS

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10:00 – 10:45 A.M.

OPEN DISCUSSION

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10:45 – 11:00 A.M.

MORNING BREAK

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11:00 – 12:00 P.M.

Client Reporting Standards

Alex Shafran, CFA, Cohen & Steers

Christine Iannacone, CIPM, Prudential

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12:00 – 1:00 P.M.

LUNCHEON

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1:00 – 2:00 P.M. 

The Efficiency Imperative in Performance Measurement

Alex Serman, CIPM, First Rate

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1:45 – 3:00 P.M

OPEN DISCUSSION

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3:00 – 3:15 P.M.

AFTERNOON BREAK

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3:15 – 4:00 P.M.

Fixed Income Attribution

Claude Giguere, Robust Technologies

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4:00 – 4:45 P.M.

 OPEN DISCUSSION

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4:45 – 5:00 P.M.

 A Backdrop on Montreal

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5:00 P.M.

END OF DAY WRAP-UP

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Friday, April 24, 2026

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8:30 – 9:00 A.M.

CONTINENTAL BREAKFAST

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9:00 – 10:00 A.M.

Trends Across Performance and Attribution Teams

Carol Penhale, Rimes

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10:00 – 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

OPEN DISCUSSION

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12:00 noon – 1:00 P.M.

WRAP-UP & LUNCHEON

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