11th Annual PMAR Europe Conference

Presenters and Panelists

David D. Spaulding, DPS, CIPM

Conference Moderator

Karina Tanny, CFA

Performance Measurement for Privates

Ian Thompson, Ph.D.

Performance Analytics Technology

Alex Sermon, CIPM

Performance Analytics Technology

Paul Farrar, CIPM

AI Uses in Performance

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.

Louise Head

Data Management

Robin Monbaliu, CFA

Risk-Adjusted Performance Attribution

Mary Cait McCarthy

Data Management

Dan diBartolomeo

Risk Modeling

Steve O'Brien

Data Management

Chris Spaulding

Performance Technology and AI

Gold Sponsors

Kreischer Miller with TSG Performance GIPS Consulting
TSG Logo GIPS Performance

Silver Sponsors

Testimonials

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