Presentations & Speaker Bios

(Click title for presentation)

Data Management: Why it is More Important Than Ever?; Steve O’Brien, Rimes; Jose Michaelraj, CIPM, CAIA, Meradia; Brian Buzzelli, Meradia; Mark Rothermel, CIPM, T.Rowe Price

ESG: Risk, Compliance, and Regulatory Reporting – Why Having the Right Tools and Data is Essential; Mark Parker, State Street

Paths To A “Rich” Life; John Longo, Ph.D., CFA, Rutgers University       

Essential Skillsets of the Performance Professional; Christine Iannacone, CIPM, Prudential; Debi Rossi, CIPM, Kyza Performance

Artificial Intelligence: What I Want to do With it vs What I Can Do With it; Harald Collet, Alkymi

GIPS OCIO Guidance Statement – What Does It Mean For My Firm?; Josh O’Brien, CFA, Strategic Investment Group; Amy Harlacher, The Common Fund; Todd Juillerat, CFA; George (G.R.) Findlay, CIPM, State Street Global Advisors

How to Calculate Returns on Options, Futures, and Swaps; Claude Giguere, Robust Technologies

Methods and Styles of Reporting: What Efforts are Worth it and What Functional Options Exist?; Alex Shafran, CFA, Cohen & Steers; Frances Barney, CFA, BNY Mellon; Shankar Venkatraman, CFA, FRM, American Century

Benchmark Misfit: Redux; Stephen Campisi, CFA, The Pensar Group

How are the New SEC Guidelines Being Practically Implemented and Applied? Matthew Deatherage, CFA, CIPM,  Longs Peak Advisory Services; Lance Dial, K&L Gates; Thayne Gould, Vigilant

Performance and Risk of AI: More Than a Choice of Prepositions; Dan diBartolomeo, Northfield Information Services

Performance Challenges with Private Equity and Alternatives; Mike Beck, CAIA, CIPM, CPA, Glenmede; Dan Golosovker, Addepar; Patrick Warren, MSCI; Tina Madel, Meradia; Cynthia Shaw-Pereira, CIPM, CIBC Mellon

GIPS Compliance Q&A; John D. Simpson, CIPM, TSG; Susan Agbenoto, CIPM, Opus Investment Management; John Norwood, Norwood Consulting; Matt Deatherage, CFA, CIPM, Longs Peak Advisory Services

What’s Missing From Your Equity Attribution Report?; David D. Spaulding, DPS, CIPM, TSG