95th Meeting of The Performance Measurement Forum

Thursday, November 18, 2021

Speaker Bios

8:30 – 9:00 A.M.

CONTINENTAL BREAKFAST

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9:00 – 10:45 A.M.

MEMBER INTRODUCTIONS, UPDATES & QUESTIONS

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10:45 – 11:15 A.M.

MORNING BREAK

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11:00 – 12:00 P.M.

HANDLING DATA QUALITY – BEST PRACTICES 

Kathleen Seagle, CIPM, TSG

Tricia Bailey, CIPM, T. Rowe Price

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12:00 – 1:00 P.M.

LUNCHEON

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1:00 – 2:00 P.M.

ESG – What’s Going on?

Gustavo Bernal Torres, CFA, Invartis

PDF of Presentation

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2:00 – 3:00 P.M

OPEN DISCUSSION

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3:00 – 3:30 P.M.

AFTERNOON BREAK

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3:30 – 4:00 P.M.

OPEN DISCUSSION

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4:00 P.M.

NEXT DAY & END OF DAY WRAP-UP

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Friday, November 19, 2021

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8:30 – 9:00 A.M.

CONTINENTAL BREAKFAST

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9:00 – 10:00 A.M.

NEW SEC MARKETING RULES

Patrick Chism, Vigilant

PDF of Presentation

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10:00 – 10:30 A.M.

OPEN DISCUSSION

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10:30 – 11:00 A.M.

MORNING BREAK

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11:00 – 12:00 A.M.

A FEW FUNDAMENTAL TOPICS WORTHY OF DISCUSSION:

Risk, Returns, & GIPS

David D. Spaulding, DPS, CIPM, TSG, Inc.

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12:00 – 1:00 P.M.

WRAP-UP & LUNCHEON

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