PMAR Web Conference 2020

November 10-11, 2020

All sessions are available for Individuals or site licenses

Individual - $595

Site license - $2500 for up to 5 attendees

Agenda

Tuesday November 10, 2020

Promoting and Expanding the Role of the Performance Professional

Alex Shafran, CFA; Frances Barney, CFA; Diane Robertson

Derivatives in Attribution

Claude Giguere

The 2020 GIPS® Standards

Todd Juillerat, CFA

The evolution of the GIPS standards and what drove the need to update

Core changes to the provisions

New flexibility and opportunities that now exist

Dietz Award Winner: Portfolio Management Via a Holistic Efficient-driven Decision Process

 Stephen Campisi, CFA

The Risk of Choosing the Wrong Factors

Damian Handzy, Ph.D.

Wednesday, November 11, 2020

Understanding ESG and Incorporating it into Performance

Laurie J. Hesketh, CIPM

Case Studies of Gaming Performance

David D. Spaulding, DPS, CIPM

Python Basics:

Applying Them to Performance

Vikram Gokale; Jonathan DeJesus

Practical Approaches to

Fact Sheet Production

Jennifer Barnette, CIPM; Hillary Sunderland, CFA®, CKA®

Investment Performance in Client Reporting: Incorporating Returns and the Effects of Investment Decision-Making Into a Client Report

 Steve Sanchez