92nd Meeting of The Performance Measurement Forum

Thursday, May 13, 2021

8:45 – 9:00 A.M.

CONTINENTAL BREAKFAST/WELCOME

9:00 – 10:45 A.M.

MEMBER INTRODUCTIONS, UPDATES & QUESTIONS

10:45 – 11:00 A.M.

MORNING BREAK

11:00 – 12:00 P.M.

LIBOR DISCUSSION

Slide Deck (PDF)

Tim Horsfall, RIMES Technologies

12:00 – 1:00 P.M.

LUNCHEON

1:00 – 2:00 P.M.

OPEN DISCUSSION 

2:00 – 3:00 P.M

WHAT IS DRIVING ASSET ALLOCATION

AND HOW  DO WE MEASURE  IT?

Damian Handzy, Ph.D., Style Analytics

3:00 – 3:30 P.M.

AFTERNOON BREAK

3:30 – 4:30 P.M.

OPEN DISCUSSION

4:30 P.M. NEXT DAY & END OF DAY WRAP-UP  

Friday, May 14, 2021

8:45 – 9:00 A.M.

CONTINENTAL BREAKFAST

9:00 – 10:00 A.M.

HANDLING DATA QUALITY – BEST PRACTICES 

Kathleen Seagle, CIPM, TSG

Tricia Bailey, CIPM, Ivy Investments

10:00 – 10:30 A.M.

OPEN DISCUSSION

10:30 – 10:45 A.M.

MORNING BREAK

10:45 – 11:30 A.M.

HANDLING SYSTEM SELECTION & IMPLEMENTATION

Slide Deck (PDF)

John D. Simpson, TSG, Inc.

11:30 – 12:00 P.M.

THE 2020 GIPS STANDARDS UPDATE AND DISCUSSION

Slide Deck (PDF)
Ashley Reeves, CIPM, TSG, Inc.

12:00 – 1:00 P.M. WRAP-UP & LUNCHEON