TSG TIME with Pat and Doug
The TSG Time podcast is a monthly podcast that tackles all things performance measurement, in 30 minutes or less.
Co-hosted by Patrick W. Fowler and Douglas Spaulding of TSG.
Pat and Doug sit down with legends of performance measurement on this monthly podcast.
Episode 13 – 2/15/24
Episode 14 – 3/15/24
Next month’s episode will feature Chris Lourens.
If you have a question for Chris, please submit it by clicking on the Question box below, or email Doug at DougSpaulding@TSGPerformance.com.
And let us know who you’d like us to feature on future episodes.
Episode 12 – 1/15/24
Episode 11 – 12/15/23
In the final episode of the year, Pat and Doug sit down with Alex Serman. Alex has been with First Rate for seven years and is currently a managing director responsible for the strategic direction and growth of the Wealth Bank/Trust and Institutional markets. Alex attended the Performance Measurement Forum meeting in Porto, Portugal in November where he presented a topic on artificial intelligence. He shares some of the key takeaways with us, including when AI is coming, the risks, and the impact. “So, like any other tool, depending on how you use it, it could be good, it could be bad. It’s really up to you as a user to make sure that you integrate that properly, you mitigate all those risks.” Alex also talks about his recent blog post, “5 Performance Measurement Methodologies to Master After-Tax Benchmarking,” the Whiskey and WealthTech podcast, which he hosts, and his love of languages. In the lightning round, Alex tells us about his go-to feel-good dinner and shares his favorite holiday memory from childhood.
Connect with Alex on LinkedIn, https://www.
For more information on the Performance Measurement Forum: https://tsgperformance.
Episode 10 – 11/15/23
Irina Almeida joins Pat and Doug for Episode 10 of TSG Time. Irina is a Principal at Mercer where she leads the European Investment Performance Monitoring Team. She discusses her preparation process for the CIPM exam, provides advice for those planning to take the exam, and talks about what she likes most about performance measurement. “You deal with so many people, within your company and outside of your company. I think it’s a profession that actually creates bridges. Being with clients, being with colleagues from the company, so it allows us to have this broader perspective of the investment world and industry.” Irina also touches on travel planning, her favorite risk measure, and in the lightning round she recommends books and shares what she is most grateful for.
Connect with Irina, https://www.linkedin.com/in/
Episode 9 – 10/15/23
Claude’s article will appear in the Fall 2023 issue of The Journal of Performance Measurement. Sign up for your free subscription now, https://tsgperformance.
Connect with Claude on Linkedin: https://www.linkedin.com/in/
Episode 8 – 9/15/23
Episode 7 – 8/15/23
Elske van de Burgt
Pat and Doug sit down with Elske van de Burgt for Episode 7 of TSG Time. Elske has been with Ortec Finance for over 25 years and is the managing director of the Investment Performance group. She discusses a second position she’s recently taken on managing the climate and ESG team. Elske talks about the 2002 Dietz Award-winning article, “Decision-based Evaluation of the Performance of a Hierarchically Structured Investment Process,” which she co-authored with Jeroen Geenen, Marc Heemskerk, and Michiel Heerema, and provides some information on her upcoming speaking engagements and her research process. In the lightning round, Elske touches on overcoming fears and her favorite summertime activity.
Connect with Elske, https://www.linkedin.com/in/
Episode 6 – 7/15/23
James Cardamone of FactSet joins Pat and Doug for Episode 6 and discusses his recent article, “Measurable Ways for Performance Teams to Add Value in ESG Investing,” which was published in the Winter 2022/2023 issue of The Journal of Performance Measurement. James talks about ESG composite scoring and the considerations that go into constructing one, and the use of carbon analytics in performance style reports. James also touches on modern classical music and the most meaningful book he’s ever read, “The Art of Happiness.”
Connect with James, https://www.linkedin.com/in/james-cardamone-5b663814/.
Sign up for a free subscription now, https://tsgperformance.com/free-journal-of-performance-measurement/.
Bonus Episode 5.5
(TSG Half Time) – 7/3/23
Doug interviews Pat in this bonus episode of TSG Time. Pat celebrated his 25th anniversary at TSG in June. In this episode, he shares some of the highlights of his career, discusses how the company became the leader in the performance and risk measurement conference space, and tells us why Dublin, Ireland is his favorite place to visit with TSG. The Performance Measurement Forum recently held its 100th meeting in the US and 101st meeting in Europe, and Pat, who has overseen the group from the beginning, contrasts the US and EMEA Forums. In the lightning round, he touches on golf and music.
Connect with Pat, https://www.linkedin.com/in/
For more information on the Performance Measurement Forum, click here, https://tsgperformance.com/
Episode 5 – 6/15/23
Susan Agbenoto, CIPM
In Episode 5, Susan Agbenoto of Opus Investment Management joins Pat and Doug and discusses the overarching blocks of performance in GIPS compliance. She shares highlights from the inaugural Women in Performance Measurement event, which was held on May 23rd in New Brunswick, NJ, and talks about increased opportunities for women in the field. During the lightning round, Susan tells us where she would go if she could travel back in time, and ends with a snapshot of an ordinary moment that brings her great joy.
Connect with Susan, https://www.linkedin.com/in/
For more information on Women in Performance Measurement (Wipm), visit https://tsgperformance.com/
Episode 4 – 5/15/23
Stephen Campisi, CFA
In this episode, Pat and Doug sit down with Stephen Campisi of The Pensar Group to discuss his recent Journal article, “Evaluating Benchmark Misfit Risk” as well as his upcoming PMAR presentation based on that article, and his current research topic on the role of passive investments in asset owner portfolios. He talks about how performance analysts can gain a greater presence, and shares his thoughts on the direction of the performance function. Steve, who is a classically trained musician, also discusses the correlation between math and music.
“Evaluating Benchmark Misfit Risk” was published in the Fall 2022 issue of The Journal of Performance Measurement. Sign up for a free subscription now, https://tsgperformance.
The 21st annual PMAR Conference will take place on May 24 and 25th, and there’s still time to register. For more information, visit https://tsgperformance.
Episode 3 – 4/15/23
Carl Bacon, CIPM
Carl Bacon of Confluence joins us for Episode 3 and discusses the 3rd edition of his book, Practical Portfolio Performance Measurement and Attribution (Wiley, 2022). He goes over some of the changes and additions readers can expect to see in this edition, including a new, chapter on attribution and an expanded chapter on risk. The book also features a section on the asset management industry and covers the GIPS® 2020 revisions. He talks about his preference for geometric attribution, his love of space opera, and tells us about his favorite American football team, the New England Patriots, and how he became a fan.
Practical Portfolio Performance Measurement and Attribution, 3rd Edition is available now, https://www.wiley.com/en-us/Practical+Portfolio+Performance+Measurement+and+Attribution%2C+3rd+Edition-p-9781119831969
Connect with Carl, https://www.linkedin.com/in/carl-bacon-86984b101/.
Episode 2 – 3/15/23
Episode 1 – 2/15/23
David D. Spaulding, DPS, CIPM
In our first episode, Pat and Doug sit down with the founder and CEO of TSG, David D. Spaulding, DPS, CIPM to discuss his career in performance measurement, the growth of the industry, his passion for performance, and his thoughts on the new SEC marketing rule.
Dave shares his favorite Performance Measurement Forum moment and city, and talks about the differences between the US and European Forums. We conclude the interview with a lightning round of questions.
Click here to begin your free subscription to The Journal of Performance Measurement.
Connect with Dave, https://www.linkedin.com/in/daviddspaulding/