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

Frances Barney, CFA

Developing Staff for Success

John Longo, Ph.D., CFA

Global Economics

Lance Dial

SEC Marketing

Todd Juillerat, CFA

Sourcing, Creating, and Cleaning Data

Damian Handzy, Ph.D.

AI Use Cases

PMAR Conference

Partial Agenda

  • 2024 Dietz Award Winning Article: A Decision-based Approach to Risk-Adjusted Performance Attribution
  • AI Use Cases and Benefits for Performance Teams 
  • Phantom Alpha    
  • Performance Analytics Technology and Presenting Performance
  • Investing in a Global Economy in 2025
  • Fixed Income Attribution – Managing Expectations While Measuring The Value of Your Decisions
  • Developing Staff for Success
  • Sourcing, Creating, and Cleaning Content
  • Handling Benchmark Misfit
  • Calculating Long/Short Strategies
  • Advances in Risk Modeling
  • SEC Marketing: How the Direction of the New Administration Will Impact the Industry
  • Performance Measurement for Private Markets and the Use of Derivatives
  • The Future of Data Quality: Harnessing Machine Learning to Enhance Investment Operations
Steve Campisi, CFA

Fixed Income Attribution

Jose Michaelraj, CIPM, CAIA

Harnessing Machine Learning to Enhance Investment Operations

Steve O'Brien

AI Use Cases

Alex Shafran, CFA

Presenting Performance

Matt Deatherage, CFA, CIPM

SEC Marketing

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.

Joceyln Gilligan, CFA, CIPM

Developing Staff for Success

Debi Rossi, CIPM

Benchmark Misfit

Dan diBartolomeo

Advances in Risk Modeling

Dax Johnson, CFA

Private Markets Performance

Ian Thompson, Ph.D.

Performance Analytics Technology

Gold Sponsors

Kreischer Miller with TSG Performance GIPS Consulting
TSG Logo GIPS Performance
Kreischer Miller
TSG Performance and Performance Perspectives

Silver Sponsors

Longs Peak with TSG Performance GIPS Verification
TSG Performance and Performance Perspectives
TSG Performance and Performance Perspectives
Longs Peak with TSG Performance GIPS Verification
TSG Performance and Performance Perspectives
Meradia Logo with TSG Performance GIPS Standards

“At Rimes, we choose to partner with TSG because they are a trusted leader in the performance measurement industry. Their deep expertise, credibility, and strong industry relationships help position us in front of the right audience, the decision-makers who matter most to our business.

TSG’s reputation for delivering high-quality insights, industry-leading events, and thought leadership makes them an invaluable partner. Whether through their respected conferences, engaging Forum membership groups, educational resources, or GIPS consulting expertise, they consistently provide access to a network of engaged professionals who are actively shaping the future of investment performance measurement.

By working with TSG, we not only enhance our brand visibility but also strengthen our ability to connect with clients who benefit from our solutions. Their integrity, professionalism, and commitment to the industry make them an essential partner in our growth strategy.”

– Todd Swearingen, Rimes

“I had the privilege of attending the 2024 PMAR conference on behalf of one of my clients, and I was thoroughly impressed by the quality of the presenters and the content. This experience inspired me to become a sponsor this year. The high caliber of both the presentations and the presenters, combined with the expertise of the attendees, created an excellent networking environment to discuss any performance-related topic imaginable.

– John Leavy, John Leavy Consulting

“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

GIPS® is a registered trademark owned by CFA Institute. CFA Institute does not endorse or promote this organization, nor does it warrant the accuracy or quality of the content contained herein.

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