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!


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