Moderators

David D. Spaulding, DPS, CIPM

Forum Moderator

Kathleen Seagle, CIPM

Data Quality

Tricia Bailey, CIPM

Data Quality

 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, The Spaulding Group

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, The Spaulding Group, Inc.

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12:00 – 1:00 P.M.

WRAP-UP & LUNCHEON

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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

Gustavo Bernal Torres, CFA

ESG

Patrick Chism

New SEC Marketing Rules

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