The PPS Supplement Interview


David Spaulding is the founder and president of TSG, Inc. He is the author of Measuring Investment Performance (McGraw-Hill, 1997) and Investment Performance Attribution (McGraw-Hill, 2003); he is a contributing author toPerformance Measurement in Finance (Butterworth-Heinemann, 2002).  Dave is a member of the AIMR-PPS Implementation Committee and the Investment Performance Council.  He has a B.A. in Mathematics (Temple University), an M.S. in Systems Management (University of Southern California), and an M.B.A. in Finance (University of Baltimore).

Carl Bacon joined StatPro Group plc as Chairman in April 2000.  Prior to joining StatPro Carl was Director of Risk Control and Performance at Foreign & Colonial Management Ltd, Vice President, Head of Performance (Europe) for J P Morgan Investment Management, Inc., and Head of Performance for Royal Insurance Asset Management.  Carl holds a B.Sc. Hons. in Mathematics from Manchester University and is a member of the UK Investment Performance Committee (UKIPC), the European Investment Performance Committee (EIPC) and the Investment Performance Council (IPC).  An original GIPS committee member, Carl also chairs the IPC Interpretations Sub-Committee, is ex-chair of the IPC Verification Sub-committee and is a member of the Advisory Board of The Journal of Performance Measurement.

Jeff Clark is a Director in the Sales and Marketing group, joined First Rate Investment Systems in 1997.  Jeff develops new business, established strategic relationships, directs the marketing effort and determines product positioning for First Rate. Jeff has formed multiple strategic alliances with systems and data providers in the investment industry.  He assists in customer support and participates in product development initiatives.  Jeff has also developed the First Rate brand image and directs all marketing communication for the company.  Before coming to First Rate Investment Systems, Jeff served as Director of Performance Measurement at STI Capital Management in Orlando from 1993-1997.  He was involved in all aspects of STI Capital Management's client reporting, composite calculation, RFP response, and strategic portfolio analysis.  Jeff received a Masters of Business Administrations from Rollins College, Crummer School of Business and a Bachelor of Science degree in Finance from Florida State University.

The PPS Supplement Interview

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