Moderators

David D. Spaulding, DPS, CIPM

Forum Moderator

Gustavo Bernal Torres, CFA

ESG Update

Kathleen Seagle, CIPM

Data Quality

 

94th Meeting of

The Performance Measurement Forum

 Thursday, 11 November 2021

10:00 – 11:00 A.M.

MEMBER INTRODUCTIONS, UPDATES & QUESTIONS

11:00 – 12:00 Noon

ESG – What’s Going On?

Gustavo Bernal Torres, CFA, Invartis

12:00 – 13:00

LUNCHEON

13:00 – 14:00

OPEN DISCUSSION

14:00 – 15:00

FACTOR EXPOSURES IN FIXED INCOME / CREDIT PORTFOLIOS: A Portfolio Manager’s Perspective

Bart Reidsma, PGGM Investors  

TBD

15:00 – 15:30

AFTERNOON BREAK

15:30 – 16:30

OPEN DISCUSSION

16:30

END OF DAY WRAP-UP

Friday 12 November 2021

11:00 – 12:00 A.M.

OPEN DISCUSSION

12:00 Noon – 1:00 P.M.

LUNCH BREAK

13:00 – 14:00

DATA QUALITY WORKING GROUP

Kathleen Seagle, CIPM, The Spaulding Group

Tricia Bailey, CIPM, Ivy Investments 

14:00 – 15:30

OPEN DISCUSSION

15:30

FORUM CONCLUDES

11-12 November 2021

Thursday

10:00 AM – 16:15 CET

Friday

10:00 AM – 15:30 CET

LOCATION

Virtual

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