Moderators

David D. Spaulding, DPS, CIPM

Forum Moderator

Kathleen Seagle, CIPM

Data Quality

Tricia Bailey, CIPM

Data Quality

94th Meeting of The Performance Measurement Forum

Speaker Bios

 Thursday, 11 November 2021

10:00 – 11:00 A.M. CET (Amsterdam)

4:00 – 5:00 A.M. EST (New York City)

MEMBER INTRODUCTIONS, UPDATES & QUESTIONS

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11:00 – 12:00 Noon CET (Amsterdam)

5:00 – 6:00 A.M. EST (New York City)

ESG – What’s Going On?

Gustavo Bernal Torres, CFA, Invartis

PDF of Presentation

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12:00 – 13:00 CET (Amsterdam)

6:00 – 7:00 A.M. EST (New York City)

LUNCHEON

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13:00 – 14:00 CET (Amsterdam)

7:00 – 8:00 A.M. EST (New York City)

OPEN DISCUSSION

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14:00 – 15:00 CET (Amsterdam)

8:00 – 9:00 A.M. EST (New York City)

FACTOR EXPOSURES IN FIXED INCOME / CREDIT PORTFOLIOS: A Portfolio Manager’s Perspective

Bart Reidsma, PGGM Investors

PDF of Presentation

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15:00 – 15:30 CET (Amsterdam)

9:00 – 9:30 A.M. EST (New York City)

AFTERNOON BREAK

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15:30 – 16:30 CET (Amsterdam)

9:30 – 10:30 A.M. EST (New York City)

OPEN DISCUSSION

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16:30 CET (Amsterdam)

10:30 A.M. EST (New York City)

END OF DAY WRAP-UP

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Friday 12 November 2021

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11:00 – 12:00 Noon CET (Amsterdam)

5:00 – 6:00 A.M. EST (New York City)

OPEN DISCUSSION

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12:00 – 13:00 CET (Amsterdam)

6:00 – 7:00 A.M. EST (New York City)

LUNCH BREAK

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13:00 – 14:00 CET (Amsterdam)

7:00 – 8:00 A.M. EST (New York City)

DATA QUALITY WORKING GROUP

Kathleen Seagle, CIPM, TSG

Tricia Bailey, CIPM, Ivy Investments 

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14:00 – 15:30 CET (Amsterdam)

8:00 – 9:30 A.M. EST (New York City)

A FEW FUNDAMENTAL TOPICS WORTHY OF DISCUSSION:

Risk, Returns, & GIPS

David D. Spaulding, DPS, CIPM, TSG, Inc.

Or OPEN DISCUSSION

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15:30 CET (Amsterdam)

9:30 A.M. EST (New York City)

FORUM CONCLUDES

11-12 November 2021

Thursday

10:00 AM – 16:15 CET

Friday

10:00 AM – 15:30 CET

LOCATION

Virtual

Gustavo Bernal Torres, CFA

ESG Update

Bart Reidsma

Factor Exposures in Fixed Income

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