Discussion Leaders

Patrick W. Fowler

Roundtable Moderator

John D. Simpson, CIPM

Paul Farrar, CIPM

Assessing Risk Adjusted Performance

26th Meeting of The Asset Owner Roundtable

Wednesday, April 22, 2026

8:45 – 9:00 A.M.

CONTINENTAL BREAKFAST/WELCOME

______________________________

9:00 – 9:30 A.M.

MEMBER INTRODUCTIONS,

UPDATES, & QUESTIONS

______________________________

9:30 – 10:30 A.M.

OPEN DISCUSSION

______________________________

10:30 – 10:45 A.M.

MORNING BREAK

______________________________

10:45 – 12:00 P.M.

OPEN DISCUSSION

______________________________

12:00 – 1:00 P.M.

LUNCHEON

______________________________

1:00 – 2:00 P.M.

Assessing Risk Adjusted Performance of Multi Asset Portfolios

Paul Farrar, CIPM, Railpen

Leighton Whittaker, Railpen

______________________________

2:00 – 3:00 P.M.

OPEN DISCUSSION 

______________________________

3:00 – 3:15 P.M.

AFTERNOON BREAK

______________________________

3:15 – 4:15 P.M.

Total Portfolio Approach

______________________________

4:15 – 5:00 P.M.

Combining Returns with different valuation dates

(lagged / non lagged)

______________________________

5:00 P.M.

END OF DAY WRAP-UP

April 22, 2026

Wednesday

9:00 AM – 5:00 PM ET

LOCATION

W Montreal

901 Rue du Square-Victoria

Montréal, QC H2Z 1J1

Canada

Free Subscription!

The Journal of Performance Measurement

The Performance Measurement Resource.

Click to Subscribe