San Francisco Forum - The Spaulding Group - Management Consultants and Information Providers to the Money Management Industry

Day 1

8:30 - 8:45 A.M.
CONTINENTAL BREAKFAST/WELCOME

8:45 - 9:45 A.M.
INTRODUCTIONS & TOPIC IDENTIFICATION

9:45- 10:00 A.M.
MORNING BREAK & TOPIC CONSOLIDATION

10:00- 10:45 A.M.
TOPIC DISCUSSION

10:45 - 11:45 A.M.
ATTRIBUTING RETURN, RISK AND INFORMATION RATIO TO INVESTMENT DECISIONS
Jose Menchero, Ph.D.,CFA, MSCI-Barra

11:45 A.M. - 12:45 P.M.
LUNCHEON

12:45 - 2:45 P.M.
A DISCUSSION ON GIPS 2010
Todd Juillerat,CFA, Invesco

2:45 - 3:00 P.M.
AFTERNOON BREAK

3:00 - 4:00 P.M.
A DISCUSSION ON GIPS 2010 CONTINUED
Todd Juillerat ,CFA, Invesco

4:00 - 4:45 P.M.
OPEN DISCUSSION

4:45 - 5:00 P.M.
NEXT DAY &
END OF DAY WRAP-UP

	THE INSTITUTE OF PERFORMANCE MEASUREMENT A division of The Spaulding Group, Inc. PERFORMANCE MEASUREMENT FORUM Planting the seeds of action through interaction April 24-25, 2008 Grand Hyatt San Francisco on Union Square 345 Stockton Street San Francisco, CA 94108-4606 Reservations:1-800-233-1234 FORUM PROGRAM Day 1 8:30 - 8:45 A.M. CONTINENTAL BREAKFAST/WELCOME 8:45 - 9:45 A.M. INTRODUCTIONS & TOPIC IDENTIFICATION 9:45- 10:00 A.M. MORNING BREAK & TOPIC CONSOLIDATION 10:00- 10:45 A.M. TOPIC DISCUSSION 10:45 - 11:45 A.M. ATTRIBUTING RETURN, RISK AND INFORMATION RATIO TO INVESTMENT DECISIONS Jose Menchero, Ph.D.,CFA, MSCI-Barra 11:45 A.M. - 12:45 P.M. LUNCHEON 12:45 - 2:45 P.M. A DISCUSSION ON GIPS 2010 Todd Juillerat,CFA, Invesco 2:45 - 3:00 P.M. AFTERNOON BREAK 3:00 - 4:00 P.M. A DISCUSSION ON GIPS 2010 CONTINUED Todd Juillerat ,CFA, Invesco 4:00 - 4:45 P.M. OPEN DISCUSSION 4:45 - 5:00 P.M. NEXT DAY & END OF DAY WRAP-UP Day 2 8:45 - 9:00 A.M. CONTINENTAL BREAKFAST 9:00 - 9:45 A.M. UNFINISHED DISCUSSIONS 9:45 - 10:00 A.M. MORNING BREAK 10:00 - 11:00 A.M. HOW ARE YOU HANDLING THE CHALLENGES OF MANAGING A PERFORMANCE DEPARTMENT? James Edmonds, CFA, AllianceBernstein • Hiring, developing and retaining staff. • CIPM? •Dealing with data problems. • Minimizing internal politics. • Other challenges. 11:00 - 11:45 A.M. WORKING GROUP UPDATES: RFP AND HEDGE FUND David Spaulding, CIPM, The Spaulding Group John D. Simpson, CIPM, The Spaulding Group 11:45 A.M. - 12:00 P.M. CONCLUSIONS, WRAP-UP & NEXT MEETING 12:00 - 1:00 P.M. LUNCHEON Agenda is Subject to Change For more information on becoming a member of The Perfomance Measurement Forum or on this event, please email Patrick Fowler. The agenda's speakers and topics are subject to change. Back To Performance Measurement Forum