103rd Meeting of

The Performance Measurement Forum

Thursday, November 30, 2023

8:30 – 9:00 A.M.

CONTINENTAL BREAKFAST

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9:00 – 10:45 A.M.

Zoom Meeting Starts

MEMBER INTRODUCTIONS, UPDATES & QUESTIONS

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10:45 – 11:00 A.M.

MORNING BREAK

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11:00 – 12:00 P.M.

Data Management

Todd Juillerat, CFA, Northern Trust

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12:00 – 1:00 P.M.

LUNCHEON

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1:00 – 2:00 P.M.

ESG

James Cardamone, FactSet

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2:00 – 3:00 P.M

OPEN DISCUSSION

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3:00 – 3:30 P.M.

AFTERNOON BREAK

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3:30 – 4:30 P.M.

GIPS Error Correction Policies

John D. Simpson, CIPM, TSG

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4:30 – 5:00 P.M.

OPEN DISCUSSION

NEXT DAY & END OF DAY WRAP-UP

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Friday, December 1, 2023

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8:30 – 9:00 A.M.

CONTINENTAL BREAKFAST

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9:00 – 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

Making Sense of Net of Fee Returns

David Spaulding, DPS, CIPM, TSG

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12:00 noon – 1:00 P.M.

WRAP-UP & LUNCHEON

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