The Spaulding Group
Call Now: 732-873-5700
Menu
  • GIPS
    • What Our Clients Say
    • GIPS 101
    • What is GIPS Verification?
    • GIPS Support/Pre-Verification
    • GIPS Verification Services
    • Your firm has been verified, but are you really compliant?
    • Non-GIPS Verification
    • GIPS For Asset Owners
    • Can OCIOs Be GIPS Compliant
  • Services
    • Consulting
      • Technology Consulting
      • Operations Review
    • Training
      • Fundamentals of Investment Performance Measurement
      • Performance Measurement Attribution
      • GIPS Workshop
      • In-House/Custom Training
      • Portfolio Risk Class
      • Performance Measurement for the Non-Performance Professional
      • PERFORMANCE MEASUREMENT FOR ASSET OWNERS AND CONSULTANTS
    • Software Certification
    • Vendor Support
      • Marketing Support
      • System Consulting
    • Publishing
    • Research
    • Performance Measurement Think Tank
  • Products
    • The Journal
      • Media Kit
      • Article Submissions
      • Past Articles of The Journal of Performance Measurement
      • Dietz Award Winners
  • Conferences and Forums
    • Conferences
      • PMAR North America
      • PMAR Europe
      • PMAR West
      • Web Conferences
    • Performance Measurement Forum
    • Asset Owner Roundtable
  • Blogs/Resources
    • Investment Performance Guy
    • CIPM Tips & Tricks
    • Resource Center
  • About Us
    • TSG In The News
    • The Company
    • Awards and Recognition
    • Our Story
    • Careers
  • Contact
  • GIPS
    • What Our Clients Say
    • GIPS 101
    • What is GIPS Verification?
    • GIPS Support/Pre-Verification
    • GIPS Verification Services
    • Your firm has been verified, but are you really compliant?
    • Non-GIPS Verification
    • GIPS For Asset Owners
    • Can OCIOs Be GIPS Compliant
  • Services
    • Consulting
      • Technology Consulting
      • Operations Review
    • Training
      • Fundamentals of Investment Performance Measurement
      • Performance Measurement Attribution
      • GIPS Workshop
      • In-House/Custom Training
      • Portfolio Risk Class
      • Performance Measurement for the Non-Performance Professional
      • PERFORMANCE MEASUREMENT FOR ASSET OWNERS AND CONSULTANTS
    • Software Certification
    • Vendor Support
      • Marketing Support
      • System Consulting
    • Publishing
    • Research
    • Performance Measurement Think Tank
  • Products
    • The Journal
      • Media Kit
      • Article Submissions
      • Past Articles of The Journal of Performance Measurement
      • Dietz Award Winners
  • Conferences and Forums
    • Conferences
      • PMAR North America
      • PMAR Europe
      • PMAR West
      • Web Conferences
    • Performance Measurement Forum
    • Asset Owner Roundtable
  • Blogs/Resources
    • Investment Performance Guy
    • CIPM Tips & Tricks
    • Resource Center
  • About Us
    • TSG In The News
    • The Company
    • Awards and Recognition
    • Our Story
    • Careers
  • Contact
Search the site...
Home» 83rd Meeting of Performance Measurement Forum – Orlando, FL

Hyatt Grand Regency Cypress

1 Grand Cypress Boulevard

Orlando, FL 32836

Registration link

Thursday, November 29,  2018

8:45 – 9:00 A.M.

Continental Breakfast/Welcome

9:00 – 10:45 A.M.

MEMBER INTRODUCTIONS, UPDATES & QUESTIONS

10:45 – 11:00 A.M.

MORNING BREAK

11:00 – 12:00 P.M.

HEDGING AND OVERLAYS – USE, IMPACT, AND PERFORMANCE CHALLENGES

Arun Muralidhar, Ph.D., Mcube Investment Technologies

12:00 – 1:00 P.M.

LUNCHEON

1:00 – 2:00 P.M.

MEASUREMENT OF FX DECISIONS AND HEDGES

Kaspar Jannings, Realdania

2:00 – 3:00 P.M.

OPEN DISCUSSION

3:00 – 3:15 P.M.

AFTERNOON BREAK

3:15 – 4:15 P.M.

IMPLEMENTING AN ATTRIBUTION SYSTEM: A USER CASE STUDY

Jeff Bellavance, CFA, Panagora Asset Management

4:15 – 5:00 P.M.

OPEN DISCUSSION

5:00 P.M.

NEXT DAY, DINNER PLANS & END OF DAY WRAP-UP

Friday, November 30, 2018

8:45 – 9:00 A.M.

CONTINENTAL BREAKFAST

9:00 – 10:00 A.M.

RETURN CALCULATIONS USING LEVERAGE

John D. Simpson, CIPM, The Spaulding Group

10:00 – 11:00 A.M.

PICK THREE TOPICS

Risk-Adjusted Performance

Derivatives or exposure-based vs. Market value based

Reporting trends

11:00 – 11:15 A.M.

MORNING BREAK

11:15 – 11:45 A.M.

CALCULATION OF NET OF FEE RETURNS

David Spaulding, DPS, CIPM, The Spaulding Group, Inc. (Time Permitting)

       11:45 – 12:00 P.M.

UNFINISHED DISCUSSION / WRAP-UP & NEXT MEETING

12:00 – 1:00 P.M.

LUNCHEON

Copyright 2018. The Spaulding Group.
This site uses functional cookies and external scripts to improve your experience. If you continue to browse the site, it indicates you accept our use of cookies.Accept Privacy Policy
Privacy Policy