PMAR North America

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


David Spaulding, DPS, CIPM

Conference Moderator

Ashley Reeves, CIPM

Conference Moderator

John D. Simpson, CIPM

Conference Moderator

What you'll discover at PMAR North America:

Partial Agenda

  • "Money, Happiness, and the Future of Wealth Management," Brian Portnoy, CFA
  • "Environmental Social Governance (ESG) and Its Impact on Performance," Dax Johnson, CFA; John Arabadjis, Ph.D. 
  • "Career Path in Performance," Alex Shafran, CFA; Susan Agbenoto, CIPM
  • "Wrestling With the Data," Jennifer Barnette, CIPM
  • "2018 Dietz Award Winning Article," TBA
  • "Net of Fee Performance," 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.
  • "What Do Asset Owners Want?"
  • "On the The Hot Seat: Fire Questions at Our Panel of Experts," John D. Simpson, CIPM
  • "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
  • "Hidden Secrets of Performance Measurement," David D. Spaulding, DPS, CIPM

MAY 14-15


9:00 AM - 5:00 PM






Conference Sponsors

JNC 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.” 

– 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!