David D. Spaulding, DPS, CIPM

Conference Moderator

Ashley Reeves, CIPM

The 2020 GIPS Standards

John Longo, Ph.D., CFA

Rutgers University

Frances Barney, CFA

Managing Teams In a Virtual Environment

Jill Shaw

Benchmarking Private Equity, Dietz Award Winner

PMAR North America XIX



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

June 22-23


9:00 AM – 5:00 PM



Westin Philadelphia

Live Stream

99 South – 17th Street

Philadelphia, PA

Diane Robertson

Managing Teams In a Virtual Environment

Rick Lacaille

Global Chief Investment Officer, State Street

Conference Sponsors

Partial List

Ortec Finance
Ortec Finance
JNC Logo
Kreischer Miller