25th 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

John D. Simpson, CIPM

After Tax

Ashley Reeves, CIPM

GIPS 2030

Alex Serman, CIPM

Tax Aware Investing

Lance Dial

The 11 Disclosure Myth

PMAR’s 25th Anniversary Conference

Partial Agenda

  • Keynote: Brian Singer
  • Derivatives and Forwards in Attribution; Claude Giguere
  • The Limits of Certainty: Measuring Real Risk; Dan diBartolomeo
  • 2026 Dietz Award Winning Article: TBD
  • Improving Risk Forecasts and Portfolio Efficiency; Jose Memchero, Ph.D., CFA
  • A New Take on Attribution; Stephen Campisi
  • The 11 Disclosures Myth what the SEC Marketing Rule Really Demands; Lance Dial
  • Tax Aware Investing and Reporting; John D. Simpson, CIPM, Alex Serman, CIPM
  • Beyond the Numbers: what Asset Owners Really Need
  • How AI is Already Adding Value
  • AI Technology: Five Years From Now
  • Building an AI Strategy: David Spaulding, DPS, CIPM
Steve Campisi, CFA

A New Lens for Attribution

June 9-10, 2027

WEDNESDAY-THURSDAY

9:00 AM – 5:00 PM ET

LOCATION

Hyatt New Brunswick

2 Albany Street

New Brunswick, NJ U.S.A.

Melissa Ahern

Asset Owner Needs

Dan diBartolomeo

The Limits of Certainty

Claude Giguere

Derivatives and Forwards in Attribution

Platinum Sponsor

BNY

Gold Sponsors

Kreischer Miller with TSG Performance GIPS Consulting
CFA Registered
JNC CompositeBuilder with TSG Performance GIPS Consulting
TSG Performance and Performance Perspectives

Silver Sponsors

Longs Peak with TSG Performance GIPS Verification
TSG Logo GIPS Performance
SS&C
Confluence TSG
Quantisys
Equiforce at PMAR

“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 the past two years. 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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