21st Annual PMAR North America Conference

TSG Performance GIPS Consulting

Presenters and Panelists

David D. Spaulding, DPS, CIPM

Conference Moderator

Alicia Spencer, CIPM

Performance Reporting

Frances Barney, CFA

Talent Recruitment

Harald Collet

AI: It's Here

Matt Caulfield

Benefits And Pitfalls of Outsourcing: When To And When Not To

Maritza Matlosz

Reporting Standards for Debt Funds

Alex Shafran, CFA

Talent Recruitment and Retention

Thayne Gould

SEC Marketing Rules

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          

Tricia Bailey, CIPM

Data Standards

Jeff Clough

The Rise of Direct Indexing and How It Relates to Performance

May 24-25, 2023


9:00 AM – 5:00 PM ET


The Heldrich Hotel

10 Livingston Avenue

New Brunswick, NJ U.S.A.

Christine Schleppegrell

SEC Marketing Rules

Dan diBartolomeo

Performance Evaluation and Risk

Jamie Kingsley

Reporting Standards for Debt Funds

Claude Giguere

Data Standards

Bradley Vincent-Barnes

Funding/Solvency Ratio

Christine Iannacone, CIPM

Performance Reporting

Stephen Campisi, CFA

Evaluating Benchmark Misfit Risk

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Robust Technologies with TSG
TSG and Meradia Group
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