PMAR North America XIX

PRESENTATIONS & SPEAKER BIOS

1. (click title for presentation; click name for bio)
5. Total Account Attribution – Who’s Using it and Why? (LIVE)
6. Stephen Campisi, CFA, The Pensar Group 
8. How the Pandemic Taught us to Turn Smart Beta into Real Alpha (LIVE)
9. Dan diBartolomeo, Northfield Information Services 
11. A Framework for Benchmarking Private Investments
12. Jill Shaw and Rich Carson, Cambridge Associates; Dietz Award-Winning Paper
14. Data Impacts: Performance Returns, Rising Cost, and How To Manage it All
15. Mike Beck, CIPM, Glenmede Trust
16. Jeff Zion, Enosys Group
17. Frank Farnesi, STP
18. John Matsikas, CFA, CIPM, Voya Investment Management 
19. Managing Teams in a Virtual Environment (no slides available)
20. Alex Shafran, CFA, Cohen & Steers
21. Frances Barney, CFA, BNY Mellon
22. Diane Robertson, T. Rowe Price 
23. How The New SEC Marketing Regulations Affect Your Firm And How It Differs From The GIPS® Standards (LIVE)
24. Darren Mooney, Greyline 
25. A Discussion on Environmental, Social, Governance (ESG)
26. Rick Lacaille, Global CIO, State Street
27. Dive Into Performance on Derivatives with a Focus on Futures
28. Claude Giguere, Robust Technologies
29. Empowering the Client, and One’s Career in Performance (no slides available)
30. Mike Pfaff, CIPM, Vanguard
31. Trends and Solutions in Client Reporting (no slides available)
32.  Alex Shafran, CFA, Cohen & Steers
33. Mike Beck, Glenmede Trust
34. Timothy Jager, Meradia Group
35. John D. Simpson, CIPM, TSG 
36. Combining Academic and Practitioner Investment Theories (LIVE)
37. Dr. John Longo, CFA, Rutgers University
38. The GIPS® standards 2020 – How Are Your Colleagues Dealing with the Update? (no slides available)
39. Ashley Reeves, CIPM
40. Lisa Gentry, IACCP, COHO Partners
41. Susan Agbenoto, Opus Investments
42. Drew Peterson, CIPM, Appleton Partners 
43. Expanding Your Knowledge on Risk-Adjusted Performance (LIVE)
44. David D. Spaulding, DPS, CIPM 
45. Q&A Performance, Risk, and Attribution Open Discussion: An interactive session modeled after the Performance Measurement Forum. This will provide a unique information exchange environment for all attendees and participants to ask questions amongst their peers.