23rd Annual PMAR North America Conference

“The PMAR conference has been extremely beneficial for me and my team to attend because it offers great insight into the biggest topics impacting the performance industry currently.  I have also enjoyed meeting other industry professionals and peers, and building on those relationships.”

– Sean Moran, Northwestern Mutual Investment Services

“To be surrounded by the top professionals in the performance industry is unmatched. The level of expertise and knowledge of the presenters at PMAR is exceptional.”

-Terri Gloecker, River Road Asset Management 

Presenters and Panelists

David D. Spaulding, DPS, CIPM

Conference Moderator, Phantom Alpha

John D. Simpson, CIPM

Long/Short Strategies

John Longo, Ph.D., CFA

Global Economics

Onsite and Live Stream

PMAR Conference

Partial Agenda

  • 2024 Dietz Award Winning Article: TBA
  • AI Use Cases and Benefits for Performance Teams? 
  • Phantom Alpha; Dave Spaulding, DPS, CIPM, TSG      
  • Innovations in Reporting and Presenting Performance
  • Global Economics 
  • Fixed Income Attribution: Taking a Different Look
  • Developing Staff for Success
  • Sourcing, Creating, and Cleaning Conent
  • Handling Benchmark Misfit
  • Calculating Long/Short Strategies; John D. Simpson, CIPM, TSG
  • Advances in Risk Modeling; Dan deBartolomeo, Northfield
  • SEC Marketing
  • Performance Measurement for Private Markets and the Use of Derivatives
  • Risk Attribution; Claude Rosenberg, Robust Technologies
Steve Campisi, CFA

A New Look at Fixed Income Attribution

Steve O'Brien

AI Use Cases

May 21-22, 2025

WEDNESDAY-THURSDAY

9:00 AM – 5:00 PM ET

LOCATION

The Heldrich Hotel

10 Livingston Avenue

New Brunswick, NJ U.S.A.

Debi Rossi, CIPM

Benchmark Misfit

Dan diBartolomeo

Advances in Risk Modeling

Claude Giguere

Risk Attribution

Gold Sponsors

Kreischer Miller with TSG Performance GIPS Consulting
TSG Logo GIPS Performance

Silver Sponsors

BMY Mellon with TSG Performance GIPS Verification
TSG Performance and Performance Perspectives
TSG Performance and Performance Perspectives

“The presenters and content of the presentations at PMAR are second to none. The content attracts attendees who are interested in learning and increasing their own professional knowledge and skills. From a vendor perspective, it is a great audience. PMAR has a lot of credibility with attendees because it doesn’t operate on the principal of pay to play. If there are presentations given by vendors, attendees aren’t subjected to a thinly disguised product pitch, but instead get a valuable contribution by an industry thought leader.”

John Norwood, John Norwood Consulting

 

“For me PMAR is a great opportunity to meet with people from our industry, catch up on latest trends and developments and to mix business with pleasure. TSG clearly puts a lot of effort into organizing these events and making them great for exhibitors and attendees alike.”

– Elske van de Burgt, CFA, Ortec Finance

PMAR provides the best opportunity for sponsors: no other conference gives their sponsors the level of support we do. We are committed to making PMAR a success for you and your firm!

Testimonials

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