Presenters and Panelists

David D. Spaulding, DPS, CIPM

Conference Moderator

Ashley Reeves, CIPM

GIPS Standards

Shalonda Epps, CIPM

GIPS Standards

John D. Simpson, CIPM

Technology Panel: Cybersecurity & Automation

John Longo, Ph.D., CFA

Digital Currency

Jeff Fisher

Dietz Award Winner

PMAR North America XX

PRESENTATIONS & SPEAKER BIOS

(click title for presentation; click name for bio)

 How To Identify Active Manager Skill – Three Different Methods

Dan diBartolomeo, Northfield Information Services

Private Equity Performance and IRR

Jesse Reyes, J-Curve Advisors

TAMPS, Third Party Platforms and Model Marketplaces

Noreen Beaman, Orion Advisor Solutions

DIETZ AWARD WINNER: Risk-Adjusted Performance Attribution: A Synthesis of Approaches

Jeff Fisher, The Pavonis Group

The GIPS® Standards

Ashley Reeves, CIPM, The Spaulding Group, Inc.; Mike Beck, CFP, CIPM, CAIA, Glenmede; Shalonda Epps, CIPM, Xponance; Debi Deyo Rossi, CIPM, Kyza Performance Consulting; Sean Gilligan, CFA, CPA, CIPM, Longs Peak Advisory Services

The Danger in Focusing on Macro Decisions-Based Performance Attribution

Arun Muralidhar, Ph.D., Mcube Investment Technologies

Technology Panel – What the Future Holds: AI and Cybersecurity and Automation

John D. Simpson, CIPM, The Spaulding Group; George Mar, Archer; Mark Elliott, SS&C; Jonnathan DeJesus, CFA, CIPM, Members Trust Company

ESG  – Performance and Reporting Implications

Gustavo Bernal Torres, CFA, Invartis

An Overview of Crypto Currency and What Performance Professionals Need to be Aware of

John Longo, Ph.D., Rutgers University; John D. Simpson, CIPM, The Spaulding Group, Inc.

What You Need to be Prepared For This November: NEW SEC Guidelines

Pamela Grosetti, K&L Gates; Chuck Martin, Vigilant

Performance Integrity Controls: Practical Considerations and Uses of Data

Claude Giguere, Robust Technologies; Rich Mailhos, Meradia

Presenting Data Graphically: Telling The Story Visually

Jesse Santos, State Street

Performance, Risk, and Attribution Open Discussion:

An interactive session modeled after the Performance Measurement Forum. This will provide a unique information exchange environment for all attendees and participants to ask questions amongst their peers.

Pamela Grossetti

Impact on New SEC Requirements

Chuck Martin

Impact on New SEC Requirements

May 10-11, 2022

TUESDAY-WEDNESDAY

9:00 AM – 5:00 PM

EST

LOCATION

Westin Philadelphia

Live Stream

99 South – 17th Street

Philadelphia, PA

Dan diBartolomeo

Active Manager Skill

Gustavo Bernal Torres, CFA

ESG

Debi Rossi, CIPM

GIPS Standards

Jesse Santos

Bringing Data to Life

Ortec Finance
Archer Logo The Spaulding Group
Kreischer Miller
The Spaulding Group Logo
The Spaulding Group and Meradia Group
Ortec Finance The Spaulding Group
The Spaulding Group Logo
The Spaulding Group and Meradia Group
The Spaulding Group Logo
The Spaulding Group Logo
The Spaulding Group Logo

Testimonials

“The Spaulding Group made the entire process of becoming compliant and verified as simple as possible. They cleared away the confusion and explained the complexities of GIPS in a clear, practical way.

I strongly recommend The Spaulding Group to any firm looking for a GIPS verifier.”

Kevin Maeda, Active Index Advisors (Natixis)

“We have implemented what we have learned from past forums that resulted in major benefits to our performance measurement accuracy and efficiency. Forum members are credible and experienced and are relevant to our needs.”

Tim Flanagan, AllState Insurance

“I haven’t been to the Forum for three years. After ‘coming back’ I’m reminded what a high value, high return investment the Forum is. Attending the Forum is one of the best decisions you can ever make. I’ve been part of the Forum for almost 15 years and in my opinion, the Forum meetings are more relevant and useful than other industry conferences.”

Tricia Bailey, CIPM

“The Spaulding Group’s events are a cost effective way to train and keep my staff up to date on topics related to performance measurement, attribution, risk and the GIPS standards. It also provides us with an opportunity to get together and ask questions from industry experts that we would not otherwise have access to.”

Cinda Whitten, Principal Global Investors

“The Spaulding Group has successfully positioned itself into the center of the performance world.”

Jed Schneider CIPM

“We’ve worked with The Spaulding Group for almost five years and highly recommend them to any firm looking to become GIPS compliant or considering a change in verifiers. Their verifiers are knowledgeable and they complete their work in a timely manner and are very responsive to our questions.”

Robert E. Miller, CFA, Frontier Asset Management

“PMAR has become the must attend performance and risk conference. From the timely topics to the world class speakers, this conference has it all. It is also entertaining and well organized. Run, don’t walk to this conference.”

Tom Jacobs, Ivy Investments

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