25th Annual PMAR North America Conference

“The PMAR conference has been extremely beneficial for me and my team to attend because it offers great insight into the biggest topics impacting the performance industry currently.  I have also enjoyed meeting other industry professionals and peers, and building on those relationships.”

– Sean Moran, Northwestern Mutual Investment Services

“To be surrounded by the top professionals in the performance industry is unmatched. The level of expertise and knowledge of the presenters at PMAR is exceptional.”

– Terri Gloecker, River Road Asset Management 

Presenters and Panelists

David D. Spaulding, DPS, CIPM

Conference Moderator

John D. Simpson, CIPM

Tax Aware Investing

Ashley Reeves, CIPM

GIPS 2030

Arun Muralidhar, Ph.D.

Time Varying Skill

Alex Serman, CIPM

Tax Aware Investing

Lance Dial, Esq.

The 11 Disclosure Myths

Steve Campisi, CFA

Mining Gold From Thin Data

PMAR’s 25th Anniversary Conference

Partial Agenda

  • Keynote: Brian Singer, CFA
  • Derivatives and Forwards in Attribution; Claude Giguère
  • The Limits of Certainty: Measuring Real Risk; Dan diBartolomeo
  • Time Varying Skill: Arun Muralidhar, Ph.D., M-Cubed Technologies
  • 2026 Dietz Award Winning Article: TBD
  • Improving Risk Forecasts and Portfolio Efficiency; Jose Menchero, Ph.D., CFA
  • Mining Gold From Thin Data: Better Evaluation, Better reports, Better Story; Stephen Campisi, CFA
  • The 11 Disclosure Myths: What the SEC Marketing Rule Really Demands; Lance Dial, Esq.
  • Tax Aware Investing and Reporting; John D. Simpson, CIPM; Alex Serman, CIPM
  • Beyond the Numbers: What Asset Owners Really Need; Melissa Ahern, CIPM
  • How AI is Already Adding Value
  • AI Technology: Five Years From Now
  • Building an AI Strategy; David Spaulding, DPS, CIPM

June 9-10, 2027

WEDNESDAY-THURSDAY

9:00 AM – 5:00 PM ET

LOCATION

Hyatt New Brunswick

2 Albany Street

New Brunswick, NJ U.S.A.

Brian Singer, CFA

Keynote Speaker

Melissa Ahern, CIPM

Asset Owner Needs

Dan diBartolomeo

The Limits of Certainty

Claude Giguère

Derivatives and Forwards in Attribution

Platinum Sponsor

Gold Sponsors

Silver Sponsors

Quantisys

“I had the privilege of attending the 2024 PMAR conference on behalf of one of my clients, and I was thoroughly impressed by the quality of the presenters and the content. This experience inspired me to become a sponsor the past two years. The high caliber of both the presentations and the presenters, combined with the expertise of the attendees, created an excellent networking environment to discuss any performance-related topic imaginable.”

– John Leavy, John Leavy Consulting

“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!

Testimonials

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