Discussion Leaders

Ian Thompson

Fixed Income Attribution

Steve O'Brien

Rethinking Benchmarks

  98th Meeting of The Performance Measurement Forum

Presenter Bios

Thursday, November 10, 2022

8:30 – 9:00 A.M.

CONTINENTAL BREAKFAST

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9:00 – 10:45 A.M.

Zoom Meeting Begins

MEMBER INTRODUCTIONS, UPDATES & QUESTIONS

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10:45 – 11:00 A.M.

MORNING BREAK

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11:00 – 12:00 Noon

Rethinking Benchmarks You Use:

Should They Reflect The Fees & Transaction Costs?

Steve O’Brien, RIMES Technologies

Slide Deck

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12:00 Noon – 1:00 P.M.

LUNCHEON

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1:00 – 2:00 P.M.

OPEN DISCUSSION

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2:00 – 3:00 P.M

Fixed Income Attribution

Ian Thompson. Ph.D., BNY Mellon 

Slide Deck

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3:00 – 3:15 P.M.

AFTERNOON BREAK

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3:15 – 4:15 P.M.

Navigating a Career in Performance Measurement: Motivation and Direction

Carl Bacon, CIPM

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4:15 – 4:45 P.M.

OPEN DISCUSSION

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4:45 – 5:00 P.M.

NEXT DAY & END OF DAY WRAP-UP

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Friday, November 11, 2022

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8:30 – 9:00 A.M.

CONTINENTAL BREAKFAST

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9:00 – 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 Noon

An Update on ESG and ESG Benchmarks

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

Steve O’Brien, RIMES Technologies

Slide Deck

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12:00 Noon – 1:00 P.M.

WRAP-UP & LUNCHEON

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November 10 & 11, 2022

Thursday

9:00 AM – 5:00 PM GMT

Friday

9:00 AM – 12:00 NOON GMT

LOCATION

The Dilly London

21 Piccadilly

London W1J 0BH, United Kingdom

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