Presenters and Panelists

David D. Spaulding, DPS, CIPM

Conference Moderator

John D. Simpson, CIPM

PMEs: A Practical Comparison

Ashley Reeves, CIPM

GIPS Challenges

Matt Deatherage, CFA, CIPM

GIPS Challenges

Alex Serman, CIPM

AI Anxiety

Prasanth Pahi, CPA, CFA

Dashboards & Analytics

Jennifer Barnette, CIPM

Dashboards & Analytics

Steve Campisi, CFA

Attribution for Portfolios with Passive Assets

Paul Rodriguez

Innovative Ways to Present Performance

PMAR North America XXIV

Presentations & Speaker BIOS

(click title for presentation; click here for bio)

AN OUTLOOK ON THE GLOBAL ECONOMY: PRACTICAL IMPACTS AND OBSERVATIONS

John Longo, Ph.D., Rutgers Business School

______________________________

FIXED INCOME ATTRIBUTION

Claude Giguère, Robust Technologies

______________________________

DIETZ AWARD WINNER: EXPLAINING RISK-ADJUSTED PERFORMANCE USING VECTORS

Arun Muralidhar, Ph.D., Mcube Investment Technologies, LLC

______________________________

AI, ANXIETY, AND OPPORTUNITY: WHAT
PERFORMANCE PROFESSIONALS NEED TO KNOW

Satheesh Jagannathan, BNY; Jon Loboda, State of Wisconsin
Investment Board; Alex Serman, CIPM, First Rate; Douglas Spaulding,
TSG; and Patrick Trencansky, CIPM, Diamond Hill

______________________________

COMMON GIPS CHALLENGES AND HOW
TO AVOID THEM

(No Slides)

Ashley Reeves, CIPM, TSG; Matthew Deatherage, CFA, CIPM, Longs
Peak Advisory Services; Jessica Murphy, MassPRIM; and Josh O’Brien,
CFA, Strategic Investment Group

______________________________

ATTRIBUTION FOR PORTFOLIOS WITH
PASSIVE ASSETS

Stephen Campisi, CFA, The Pensar Group

______________________________

MAKING SENSE OF PUBLIC MARKET EQUIVALENTS:
A PRACTICAL COMPARISON OF APPROACHES

John D. Simpson, CIPM, TSG

______________________________

Day 2 – June 11, 2026

CIPM THROUGH THE PRACTIONER LENS

Rob Langrick, CFA, CIPM, CFA Institute

______________________________

YOU CAN’T FIND SKILL IN RETURNS:
DISTINGUISHING PERFORMANCE FROM THE
DECISIONS THAT GENERATE THEM

Michael Ervolini, Skill Versus Luck, LLC

______________________________

THE THIRTEEN COMMANDMENTS OF RISK FOR
ASSET MANAGERS AND ASSET OWNERS

Dan diBartolomeo, Northfield

______________________________

INNOVATIVE WAYS TO PRESENT PERFORMANCE:
DASHBOARDS & ANALYTICS

Jane Atmodjojo, CFA, CIPM, EquiForce; Jennifer Barnette, CIPM, TSG;
Prasanth Pahi, CPA, CFA, OMERS; and Paul Rodriguez, Confluence

______________________________

PERFORMANCE PROBLEMS

David D. Spaulding, DPS, CIPM, TSG

______________________________

June 10-11, 2026

WEDNESDAY-THURSDAY

9:00 AM – 5:00 PM ET

LOCATION

Hyatt New Brunswick

2 Albany Street

New Brunswick, NJ U.S.A.

Jessica Murphy

GIPS Challenges

Jane Atmodjojo, CFA, CIPM

Presenting Performance & Analytics

Rob Langrick, CFA, CIPM

CIPM: Through the Practitioner's Lens

Michael Ervolini

You Can’t Find Skill in Returns

Dan diBartolomeo

13 Commandments of Performance & Risk

Patrick Trencansky, CIPM

AI Anxiety

Claude Giguere

Fixed Income Attribution

Platinum Sponsor

BNY

Gold Sponsors

Kreischer Miller with TSG Performance GIPS Consulting
CFA Registered
JNC CompositeBuilder with TSG Performance GIPS Consulting
TSG Performance and Performance Perspectives

Silver Sponsors

Longs Peak with TSG Performance GIPS Verification
TSG Logo GIPS Performance
SS&C
Confluence TSG
Quantisys
Equiforce at PMAR

Testimonials

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