Onsite and Live Stream

PMAR Conference

Talent Recruitment & Retention; Alex Shafran, CFA, Cohen & Steers; Diane Robertson, T. Rowe Price; Frances Barney, CFA, BNY Mellon, Moderator – Patrick W. Fowler, TSG

Data Quality Working Group: Report Of Findings; Claude Giguere, Robust Technologies; Michael Margulis, Ameriprise; Tricia Bailey, CIPM, T. Rowe Price

Environmental, Social, Governance (ESG) And Its Impact On Performance; Jennifer Barnette, CIPM, TSG; Susan Agbenoto, CIPM, Opus Investment Management; Mike Beck, CIPM, CFP, CAIA, Glenmede; Lance Dial, Morgan Lewis;Shankar Venkatraman, CFA, FRM, American Century 

Private Real Estate Performance and Benchmarking; Jamie Kingsley, NCREIF; Maritza Matlosz, MetLife Investment Management

AI: It’s Here – How Do We Maximize The Potential of This New Technology?; Harald Collett, Alkymi

2022 Dietz Award Winning Article: Practical Guidelies for Funding/Solvency Ratio; Bradley Vincent-Barnes, Ortec Finance

The Rise of Direct Indexing and How It Relates to Performance; Jeff Clough, Natixis

Performance Reporting: Beyond GIPS; Tina Madel, Meradia Group; Christine Iannacone, CIPM, Prudential; Matt Deatherage, CFA, CIPM, Longs Peak Advisory Services; Matthew Liposky, MassPRIM; Mark Elliott, CFA, SS&C

Benefits And Pitfalls of Outsourcing: When To And When Not To; Matt Caulfield, Archer

Performance Evaluation and Risk When Returns Aren’t Normally Distributed; Dan diBartolomeo, Northfield Information Services

Evaluating Benchmark Misfit Risk; Stephen Campisi, CFA, Pensar Group

New SEC Guidelines – Extracted Performance and Attribution; Steve W. Stone, Morgan Lewis; Christine Schleppegrell, Morgan Lewis; Thayne Gould, Vigilant

What Performance Measurement Professionals Don’t Know About Performance* But Should; David Spaulding, DPS, CIPM, TSG