19th Annual PMAR North America Conference

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


David D. Spaulding, DPS, CIPM

Conference Moderator

Ashley Reeves, CIPM

The 2020 GIPS Standards

John Longo, Ph.D., CFA

Rutgers University

Frances Barney, CFA

Managing Teams In a Virtual Environment

Jill Shaw

Benchmarking Private Equity, Dietz Award Winner

(Onsite and Live Stream)

What you’ll see at

PMAR North America:

Partial Agenda


  • Data Impacts: Performance Returns, Rising Cost, and How To Manage it All; Mike Beck, CIPM, Glenmede Trust; Jeff Zion, Enosys Group; Frank Farnesi, STP; John Matsikas, CFA, CIPM, Voya Investment Management 
  • Total Account Attribution; Stephen Campisi, CFA
  • Risk Adjusted Performance; David D. Spaulding, DPS, CIPM
  • How the Pandemic Taught us to Turn Smart Beta into Real Alpha; Dan diBartolomeo, Northfield Information Services
  • Environmental, Social, Governance (ESG); Rick Lacaille, Global CIO, State Street
  • Trends and Solutions in Client Reporting; Alex Shafran, CFA, Cohen & Steers; Mike Beck, Glenmede Trust; Timothy Jager, Meradia Group; John D. Simpson, CIPM, The Spaulding Group
  • The Impact of the New SEC Marketing Rule; Darren Mooney, Greyline
  • The GIPS® standards 2020: Ashley Reeves, CIPM; Lisa Gentry, IACCP, COHO Partners; Susan Agbonoto, Opus Investments; Drew Peterson, CIPM, Appleton Partners
  • Performance on Derivatives: Focus on Futures; Claude Giguere, Robust Technologies
  • Empowering the Client, and One’s Career in Performance; Mike Pfaff, CIPM, Vanguard
  • A Framework for Benchmarking Private Investments; Jill Shaw and Rick Carson, Cambridge Associates; Dietz Award Winning Paper
  • Combining Academic and Practitioner Investment Theories; Dr. John Longo, CFA, Rutgers University
  • Managing Teams in a Virtual Environment; Alex Shafran, CFA, Cohen & Steers; Frances Barney, CFA, BNY Mellon; Diane Robertson, T. Rowe Price
  • 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.

May 10-11, 2022


9:00 AM – 5:00 PM



Westin Philadelphia

Live Stream

99 South – 17th Street

Philadelphia, PA

Diane Robertson

Managing Teams In a Virtual Environment

Rick Lacaille

Global Chief Investment Officer, State Street

Conference Sponsors

Partial List

Ortec Finance
Ortec Finance
JNC Logo
Kreischer Miller

“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

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