PMAR North America

"PMAR is the best performance conference I've ever attended."
Daniel Siliski, CAIA 

David D. Spaulding, DPS, CIPM

Conference Moderator

Ashley Reeves, CIPM

Conference Moderator

John D. Simpson, CIPM

Coding Performance

Frances Barney, CFA

Promoting the Performance Professional

Todd Juillerat, CFA

GIPS 2020

What you'll discover at PMAR North America:


  • Promoting and Expanding the Role of The Performance Professional
  • Coding Performance: Utilizing Python To Simplify Your Life
  • Derivatives in Attribution
  • Private Equity and the Role in the Total Portfolio
  • Environmental Social Governance (ESG)
  • Liquidity Risk 2020
  • Silence: A Social History of One of the Least Understood Elements in our Lives, Jane Brox
  • The 2020 GIPS Standards Overview, Impact, and Implications
  • Portfolio Management via a Holistic and Efficiency-Driven Decision Process
  • Combining Academic and Practitioner Investment Theories
  • Data Governance
  • 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.

Comments from 2019 Attendees:

"PMAR is the premier event for investment performance. So many new ideas have been introduced at this conference. Outstanding opportunity for networking with industry leaders and peers."

"To me: Great time and networking.To my firm: Learn about potential solutions"

"PMAR is the conference that fosters the exchange of ideas, discussions of topics and the introduction of trends affecting the industry."

"Great to learn from and talk to others with similar struggles. Also great to hear from edge thinkers."

"It is helpful to be in a room full of people all trying to solve the same problems. PMAR is the best venue for this that I've been to."

November 12-13


9:00 AM - 5:00 PM






Susan Agbenoto, CIPM

Promoting the Performance Professional

Diane Robertson

Promoting the Performance Professional

Conference Sponsors

Partial List

JNC Logo
Robust Technologies-logo
Robust Technologies-logo
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!