Moderators

David D. Spaulding, DPS, CIPM

Forum Moderator

Gustavo Bernal Torres, CFA

ESG

Kathleen Seagle, CIPM

Data Quality

Tricia Bailey, CIPM

Data Quality

 95th Meeting of The Performance Measurement Forum

Thursday, November 18, 2021

8:30 – 9:00 A.M.

CONTINENTAL BREAKFAST

9:00 – 10:45 A.M.

MEMBER INTRODUCTIONS, UPDATES & QUESTIONS

10:45 – 11:15 A.M.

MORNING BREAK

11:00 – 12:00 P.M.

HANDLING DATA QUALITY – BEST PRACTICES 

Kathleen Seagle, CIPM, The Spaulding Group

Tricia Bailey, CIPM, Ivy Investments

12:00 – 1:00 P.M.

LUNCHEON

1:00 – 2:00 P.M.

ESG – What’s Going on?

Gustavo Bernal Torres, CFA, Invartis

2:00 – 3:00 P.M

OPEN DISCUSSION 

3:00 – 3:30 P.M.

AFTERNOON BREAK

3:30 – 4:00 P.M.

OPEN DISCUSSION

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

Friday, November 19, 2021

8:30 – 9:00 A.M.

CONTINENTAL BREAKFAST

9:00 – 10:00 A.M.

NEW SEC MARKETING RULES

TBD

9:00 – 10:00 A.M.

OPEN DISCUSSION

10:30 – 11:00 A.M.

MORNING BREAK

11:00 – 12:00 A.M.

A FEW FUNDAMENTAL TOPICS WORTHY OF DISCUSSION: Risk, Returns, & GIPS

David D. Spaulding, DPS, CIPM, The Spaulding Group, Inc.

12:00 – 1:00 P.M. WRAP-UP & LUNCHEON

November 18-19, 2021

Thursday

9:00 AM – 5:00 PM ET

Friday

9:00 AM – 12:00 NOON ET

LOCATION

Hyatt Grand Cypress

1 Grand Cypress Boulevard

Orlando, FL 32836

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