PMAR North America


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

Moderators

David D. Spaulding, DPS, CIPM

Conference Moderator

Ashley Reeves, CIPM

Conference Moderator

John D. Simpson, CIPM

Conference Moderator

What you'll discover at PMAR North America:

Agenda - Click Each Topic to Find Out More

  • "Money, Happiness, and the Future of Wealth Management," Brian Portnoy, Ph.D., CFA
  • "Environmental, Social, Governance (ESG) and Its Impact on Performance," Dax Johnson, CFA; John Arabadjis, Ph.D. 
  • "Better Ways to Stake out Your Career Path in Performance," Alex Shafran, CFA; Susan Agbenoto, CIPM
  • "Finding and Retaining Talent: Building a World Class Performance Measurement and Risk Team," Frances Barney, CFA
  • "Wrestling With the Data," Jennifer Barnette, CIPM; Mike Pfaff, CIPM; Laurie Hesketh, CIPM
  • "The Role of Trading in Portfolio Performance Attribution (2018 Dietz Award Winner)," Henri Waelbroeck, Ph.D., & Carla Gomes, Ph.D., Portware
  • "Net of Fee Performance Calculations," Krista Harvey, CFA, CIPM
  • "Regulatory Aspects of Performance Reporting," John O' Brien, Esq; Steven Stone, Esq.
  • "How We Do Things With Words: Rhetoric and Persuasion in the 'Reality' Era," Michael Drout, Ph.D.
  • "Creative Ways to Overcome Risk Challenges" 
  • "Tapping the Power of Data Visualization to Simplify Your Analytics," Jeff Foley, Nick Goodwin
  • "Evolving Performance Attribution to Support Exploratory Excess Return Decomposition," Michael Canty, CFA

MAY 14-15

TUESDAY-WEDNESDAY

9:00 AM - 5:00 PM

EST

LOCATION

WESTIN PHILADELPHIA

99 SOUTH 17TH

PHILADELPHIA, PA


Conference Sponsors

Partial List

Robust Technologies-logo
Kreischer Miller
JNC Logo
Ortec Finance
STP

"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!