20th Annual PMAR North America Conference

“PMAR is the best performance conference I’ve ever attended.”
Daniel Siliski, CAIA

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

Onsite and Live Stream

PMAR North America:

Partial Agenda


  • Performance Integrity Controls: Practical Considerations and Uses of Data; Claude Giguere, Robust Technologies; Rich Mailhos, Meradia Group
  • Private Equity Performance and IRR;                          Jesse Reyes, J-Curve Advisors
  • Risk Adjusted Performance Attribution: A Synthesis of Approaches; 2021 Dietz Award Winning Paper;              Jeff Fisher, The Pavonis Group
  • The Danger in Focusing on Macro Decisions-Based Performance Attribution; Arun Muralidhar, Ph.D., Mcube Investment Technologies
  • Integrating ESG; Gustavo Bernal Torres, Invartis
  • How to Identify Active Manager Skill – Three Different Methods; Dan diBartolomeo, Northfield Information Services
  • What you need to be prepared for this November: New SEC Guidelines; Pamela Grossetti, K&L Gates; Patrick Chism, Vigilant
  • The GIPS standards; Ashley Reeves, CIPM; Debi Deyo Rossi, CIPM; Mike Beck, CFP, CIPM, CAIA; Shalonda Epps, CIPM; Sean Gilligan, CFA, CPA, CIPM
  • Bringing Data to Life Graphically: Analyzing and Interpreting the Interplay; Jesse Santos, State Street
  • Technology Panel – What the Future Holds: AI, Cybersecurity, and Automation;
  • TAMPS, Third Party Platforms, and the Model Marketplace; Noreen Beaman, Orion Advisor Solutions
  • An Overview of Crypto Currency and What Performance Professionals Need to be Aware of; Dr. John Longo, CFA, Rutgers University; John D. Simpson, CIPM
  • 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

Patrick Chism

Impact on New SEC Requirements

May 10-11, 2022


9:00 AM – 5:00 PM



Westin Philadelphia

Live Stream

99 South – 17th Street

Philadelphia, PA

Dan diBartolomeo

Active Manager Skill

Gustavo Bernal Torres, CFA


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 presenters and content of the presentations at PMAR are second to none. The content attracts attendees who are interested in learning and increasing their own professional knowledge and skills. From a vendor perspective, it is a great audience. PMAR has a lot of credibility with attendees because it doesn’t operate on the principal of pay to play. If there are presentations given by vendors, attendees aren’t subjected to a thinly disguised product pitch, but instead get a valuable contribution by an industry thought leader.”

John Norwood, John Norwood Consulting


“For me PMAR is a great opportunity to meet with people from our industry, catch up on latest trends and developments and to mix business with pleasure. The Spaulding Group clearly puts a lot of effort into organizing these events and making them great for exhibitors and attendees alike.”

– Elske van de Burgt, CFA, Ortec Finance

PMAR provides the best opportunity for sponsors: no other conference gives their sponsors the level of support we do. We are committed to making PMAR a success for you and your firm!


“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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