11th Annual PMAR Europe Conference

TSG is in touch with the topics, speakers and opportunities that affect investment performance measurement and are a vital resource to the dissemination of information. PMAR in effect demands the attendance of all Performance Measurement Professionals.”

-Carl Bacon, CIPM

 

 

Presenters and Panelists

David D. Spaulding, DPS, CIPM

Conference Moderator

John D. Simpson, CIPM

Long/Short Strategies

Ian Thompson, Ph.D.

Performance Analytics Technology

Onsite and Live Stream

PMAR Europe Conference

Agenda

8:00 AM – 8:45 AM

Registration & Continental Breakfast
Welcome attendees with light refreshments, vendor showcase, and networking opportunities.

8:45 AM – 9:00 AM

Welcome Address
David Spaulding, DPS, CIPM, TSG
Overview of the conference themes and goals.

9:00 AM – 10:00 AM

Performance Analytics Technology and AI in 2025
Panel discussion featuring experts on leveraging AI and advanced technologies in performance measurement.

Ian Thompson, Ph.D., BNY; Alex Serman, First Rate

10:00 AM – 10:45 AM

2024 Dietz Award Winning Article 

10:45 AM – 11:15 AM

Morning Break
Networking with coffee and refreshments.

11:15 AM – 12:00 PM

Risk Modeling
Speaker: Dan diBartolomeo, Northfield
Advances in risk modeling techniques and their implications.

12:00 PM – 1:00 PM

Networking Lunch
Enjoy a buffet lunch and connect with fellow professionals.

1:00 PM – 1:45 PM

Data Management in Performance Measurement
Speaker: Steve O’Brien, Rimes
Key techniques for sourcing, cleaning, and managing data for performance analysis.

1:45 PM – 2:30 PM

Performance Measurement for Private Markets
Speaker: TBD
Insights into performance measurement of private markets and the use of derivatives.

2:30 PM – 3:00 PM

Afternoon Break
Light snacks and beverages available.

3:00 PM – 3:45 PM

Practical Application of Long/Short Portfolio Calculations
Speaker: John D. Simpson, CIPM, TSG
In-depth techniques for calculating performance measurement on long/short portfolios.

3:45 PM – 4:30 PM

Surprises in Performance Measurement
David D. Spaulding, DPS, CIPM, TSG

4:30 PM – 5:00 PM

Interactive Session: Performance Trivia Interesting idea
Engage in a fun and educational quiz testing performance measurement knowledge.

5:00 PM – 6:00 PM

Closing Reception
Drinks, hors d’oeuvres, and networking opportunities to conclude the event.

September 2025

WEDNESDAY

9:00 AM – 5:00 PM GMT

LOCATION

America Square Conference Centre

London, England, U.K.

Dan diBartolomeo

Risk Modeling

Steve O'Brien

Data

Gold Sponsors

Kreischer Miller with TSG Performance GIPS Consulting
TSG Logo GIPS Performance

Silver Sponsors

BMY Mellon with TSG Performance GIPS Verification

“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.

Free Subscription!

The Journal of Performance Measurement

The Performance Measurement Resource.

Click to Subscribe