PMAR West IV

“PMAR is the best performace conference I’ve ever attended.”
Daniel Siliski, CAIA, Dietz Award Winner

Moderators

David D. Spaulding, DPS, CIPM

Conference Moderator

Ashley Reeves, CIPM

The 2020 GIPS Standards

Frances Barney, CFA

Why Your Performance Career Path Matters

What you’ll discover at
PMAR West:

Partial Agenda

 

  • Environmental Social Governance (ESG) : How is the industry implementing? Jon Anderson, Jeff Foley, Chris Breckon
  • Challenges and Approaches to Evaluating Alternative Investments, Frances Barney, CFA, Lars Bjerre Hansen
  • Handling Multi-currency Performance Properly, Claude Giguere
  • Challenging Current Performance Methodologies – Are We Answering the Wrong Questions with the Right Tools? Stephen Campisi, CFA
  • The Future of Performance Technology, John D. Simpson, CIPM, Jeff Cullen, Eagle Investment Systems
  • The GIPS Standards 2020 – The Key Things You Need To Know, Karyn Vincent, CFA, CIPM, CFA Institute
  • The 2020 GIPS Standards’ Impact, Ashley Reeves, CIPM, John Norwood, Joshua O’Brien, CFA, Julee Farley, CPA, CFA
  • The Performance Organization and Team Structure, Todd Juillerat, CFA
  • Why Your Career Path in Performance Matters and What You Can Do to Make Sure You Are On the Right One, Frances Barney, CFA, David Cariño, Ph.D., Claude Giguere, Ashley Reeves, CIPM
  • Fast Performance: Rapid Fire Q & A, John D. Simpson, CIPM, Stephen Campisi, CFA; Todd Juillerat, CFA; Robert Rudolph
  • Performance, Risk, GIPS, Data Management and Attribution Discussion sessions: Interactive breakout sessions modeled after the Performance Measurement Forum. This will provide a one-of-a-kind learning and information exchange environment with the capabilities and resources to give today’s investment professionals the knowledge necessary to benefit themselves and their organizations.

November 19-20

THURSDAY-FRIDAY

9:00 AM – 5:00 PM

PST

LOCATION

THE OMNI SAN DIEGO

SAN DIEGO, CA

John D. Simpson, CIPM

The Future of Performance Technology

Conference Sponsors

Partial List

Ortec Finance
Ortec Finance
Wilshire
Ortec Finance
JNC Logo
Ortec Finance
Ortec Finance
Ortec Finance

“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!

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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