11th Annual PMAR Europe Conference

Presenters and Panelists
PMAR Europe Conference
PRESENTATIONS & SPEAKER BIOS
(click title for presentation; click name for bio)
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.
Moderator: Chris Spaulding, TSG
Panelists: Ian Thompson, Ph.D., BNY; Alex Serman, CIPM, First Rate; Paul Farrar, CIPM, Railpen
10:00 AM – 10:45 AM
2024 Dietz Award Winning Article: A Decision-based Approach to Risk-Adjusted Performance Attribution
Robin Monbaliu, CFA, Ortec Finance
10:45 AM – 11:15 AM
Morning Break
Networking with coffee and refreshments.
11:15 AM – 12:00 PM
Advances in Risk and Valuation of Illiquid Assets
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
Moderator: Patrick W. Fowler, TSG
Panelists: Steve O’Brien, Rimes; Louise Head, Federated Investors; Mary Cait McCarthy, CFA, FRM, UBS
Key techniques for sourcing, cleaning, and managing data for performance analysis.
1:45 PM – 2:30 PM
Performance Measurement for Private Markets
Speaker: Karina Tanny, CFA, State Street
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 – 4:30 PM
Handling Short Positions and Surprises in Performance Measurement
David D. Spaulding, DPS, CIPM, TSG
4:30 PM – 5:00 PM
Interactive Session: Performance Trivia
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.
17 September 2025
WEDNESDAY
9:00 AM – 5:00 PM GMT
LOCATION
The Dilly
London, England, U.K.
Gold Sponsors
Silver Sponsors
Testimonials
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