TSG TIME with Pat and Doug

TSG Time Podcast 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.

New Episode:

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.com/free-journal-of-performance-measurement/.

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.com/events/pmar/

Next Month:

Episode 5 – 6/15/23

Susan Agbenoto, CIPM

Next month’s episode will feature Susan Agbenoto, CIPM 

If you have a question for Susan, 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.

Previous Episodes

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

Dan DiBartolomeo

In episode 2 of TSG Time, Pat and Doug interview Dan diBartolomeo, president and founder of Northfield Information Services, Inc. Dan discusses his upcoming PMAR conference presentation and Journal article, “Performance Evaluation and Risk When Returns Aren’t Normally Distributed,” and touches on his research and writing process. He talks about his analytical work that helped uncover the Madoff investment fraud, provides solid advice to those starting out in the investment industry, and shares the story of his dog’s encounter with a bear.
Dan’s article will appear in the Winter 2022/2023 issue of The Journal of Performance Measurement, which will be published early next week. Sign up for a free subscription now, https://tsgperformance.com/free-journal-of-performance-measurement/.

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/

Free Subscription!

The Journal of Performance Measurement

The Performance Measurement Resource.

Click to Subscribe