Moderators

David D. Spaulding, DPS, CIPM

Forum Moderator

John D. Simpson, CIPM

After-Tax

Mark David, CFA

Performance Data Readiness

Claude Giguere

Data Quality Working Group

96th Meeting of The Performance Measurement Forum

Thursday, May 26, 2022

Speaker Bios

8:30 – 9:00 A.M.

CONTINENTAL BREAKFAST

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9:00 – 10:45 A.M.

Zoom Meeting Starts

MEMBER INTRODUCTIONS, UPDATES & QUESTIONS

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10:45 – 11:00 A.M.

MORNING BREAK

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11:00 – 12:00 P.M.

The Perils of Neglecting Performance Data Readiness

(and How to Circumvent Them) 

Mark David, Meradia

Presentation

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12:00 – 1:00 P.M.

LUNCHEON

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1:00 – 2:00 P.M.

The Performance Reporting and GIPS Reporting Impact of the New SEC Guidelines

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

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, May 27, 2022

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8:30 – 9:00 A.M.

CONTINENTAL BREAKFAST

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9:00 – 10:00 A.M.

Data Quality Working Group: Update and Input

Claude Giguere, Robust Technologies

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 A.M. – 12:00 Noon

A Discussion on After-Tax Performance

John D. Simpson, CIPM, The Spaulding Group

Presentation

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12:00 noon – 1:00 P.M.

WRAP-UP & LUNCHEON

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May 26-27, 2022

Thursday

9:00 AM – 4:00 PM CDT (GMT-5)

Friday

9:00 AM – 12:00 NOON CDT

LOCATION

W Nashville

300 12th Avenue South

Nashville, Tennessee 37203-4006

Tel: +1 615-379-9000