21st Annual PMAR North America Conference

“I’ve been going to PMAR for the last 10 years, and it’s one of the most efficient ways to keep up on current events in the performance field as well as networking with peers about performance and risk.  If I could only attend one educational/networking event each year, without a doubt it would be PMAR.”

Large US Public Pension Plan

Presenters and Panelists

David D. Spaulding, DPS, CIPM

Conference Moderator

Susan Agbenoto, CIPM


Alicia Spencer, CIPM

Performance Reporting

Frances Barney, CFA

Talent Recruitment

John D. Simpson, CIPM

Long/Short Portfolios: Returns and Attribution

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

Partial Agenda

  • 2022 Dietz Award Winning Article: Practical Guidelies for Funding/Solvency Ratio; Bradley Vincent-Barnes, Ortec Finance
  • Evaluating Benchmark Misfit Risk; Stephen Campisi, CFA, Pensar Group
  • Performance Evaluation and Risk When Returns Aren’t Normally Distributed; Dan diBartolomeo, Northfield Information Services
  • What Performance Measurement Professionals Don’t Know About Performance* But Should; David Spaulding, DPS, CIPM, TSG          
  • How is ESG Being Implemented, Calculated, and Reported at Asset Owners and Asset Managers; 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 
  • New SEC Guidelines – Extracted Performance and Attribution; Steve W. Stone, Morgan Lewis; Christine Schleppegrell, Morgan Lewis; Thayne Gould, Vigilant
  • Performance Reporting: Beyond GIPS; Alicia Spencer, Meradia Group; Christine Iannacone, CIPM, Prudential; Matt Deatherage, CFA, CIPM, Longs Peak Advisory Services; Matthew Liposky, MassPRIM; Mark Elliott, CFA, SS&C
  • Why Data Visualization Matters; Carla Saliba, Infographic.ly
  • The Rise of Direct Indexing and How It Relates to Performance; Jeff Clough, Natixis
  • Talent Recruitment and Retention; Alex Shafran, CFA, Cohen & Steers; Diane Robertson, T Rowe Price; Frances Barney, CFA, BNY Mellon
  • Private Real Estate Performance and Benchmarking; Jamie Kingsley, NCREIF; Maritza Matlosz, MetLife Investment Management
  • The Data Quality Standards – Working Group Presentation; Claude Giguere, Robust Technologies; Michael Margulis, Ameriprise; Tricia Bailey, CIPM, T. Rowe Price
  • Long/Short Portfolios: Returns and Attribution; John D. Simpson, CIPM, TSG
Tricia Bailey, CIPM

Data Standards

Jennifer Barnette, CIPM


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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TSG GIPS Verification
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Robust Technologies with TSG
TSG and Meradia Group
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“The presenters and content of the presentations at PMAR are second to none. The content attracts attendees who are interested in learning and increasing their own professional knowledge and skills. From a vendor perspective, it is a great audience. PMAR has a lot of credibility with attendees because it doesn’t operate on the principal of pay to play. If there are presentations given by vendors, attendees aren’t subjected to a thinly disguised product pitch, but instead get a valuable contribution by an industry thought leader.”

John Norwood, John Norwood Consulting


“For me PMAR is a great opportunity to meet with people from our industry, catch up on latest trends and developments and to mix business with pleasure. TSG clearly puts a lot of effort into organizing these events and making them great for exhibitors and attendees alike.”

– Elske van de Burgt, CFA, Ortec Finance

PMAR provides the best opportunity for sponsors: no other conference gives their sponsors the level of support we do. We are committed to making PMAR a success for you and your firm!

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