Moderators

David D. Spaulding, DPS, CIPM

Forum Moderator

John D. Simpson, CIPM

Systems SME

Kathleen Seagle, CIPM

Data Quality

Ashley Reeves, CIPM

The 2020 GIPS standards

Damian Handzy, Ph.D.

What is Driving Asset Allocation and How Do We Measure It?

92nd Meeting of The Performance Measurement Forum

Thursday, May 13, 2021

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.

LIBOR DISCUSSION

Tim Horsfall, RIMES Technologies

12:00 – 1:00 P.M.

LUNCHEON

1:00 – 2:00 P.M.

OPEN DISCUSSION 

2:00 – 3:00 P.M

WHAT IS DRIVING ASSET ALLOCATION

AND HOW  DO WE MEASURE  IT?

Damian Handzy, Ph.D., Style Analytics

3:00 – 3:30 P.M.

AFTERNOON BREAK

3:30 – 4:30 P.M.

OPEN DISCUSSION

4:30 P.M. NEXT DAY & END OF DAY WRAP-UP  

Friday, May 14, 2021

8:45 – 9:00 A.M.

CONTINENTAL BREAKFAST

9:00 – 10:00 A.M.

HANDLING DATA QUALITY – BEST PRACTICES 

Kathleen Seagle, CIPM, The Spaulding Group

Philip Delin, CIPM

10:00 – 10:30 A.M.

OPEN DISCUSSION

10:30 – 10:45 A.M.

MORNING BREAK

10:45 – 11:30 A.M.

HANDLING SYSTEM SELECTION & IMPLEMENTATION

John D. Simpson, The Spaulding Group, Inc.

11:30 – 12:00 P.M.

THE 2020 GIPS STANDARDS UPDATE AND DISCUSSION
Ashley Reeves, CIPM, The Spaulding Group, Inc.

12:00 – 1:00 P.M. WRAP-UP & LUNCHEON

May 13-14, 2021

Thursday

9:00 AM – 5:00 PM ET

Friday

9:00 AM – 12:00 NOON ET

LOCATION

Westin Philadelphia

99 S 17th Street

Philadelphia, PA 19103

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