PMAR Web Conference

Select Columns Layout

Frances Barney, CFA

Damian Handzy, Ph.D.

Alex Shafran, CFA

John D. Simpson, CIPM

Diane Robertson

Stephen Campisi, CFA

Stephen Campisi, CFA

What you'll discover:

Agenda


Tuesday November 10, 2020


10:00 AM (EDT) - 11:00 AM (EDT)

Promoting and Expanding the Role of the Performance Professional

Alex Shafran, CFA; Frances Barney, CFA; Diane Robertson


11:00 AM (EDT) - 12:00 Noon (EDT)

Derivatives in Attribution

Claude Giguere


12:00 Noon (EDT) - 1:00 PM (EDT)

Lunch Break


1:00 PM (EDT) - 2:00 PM (EDT)

The Core Changes to the 2020 GIPSĀ® Standards: New Flexibility and Opportunities

Todd Juillerat, CFA


2:00 PM (EDT) - 3:00 PM (EDT)

Dietz Award Winner: Portfolio Management Via a Holistic Efficient-driven Decision Process

 Stephen Campisi, CFA


3:00 PM (EDT) - 4:00 PM (EDT)

The Risk of Choosing the Wrong Factors

Damian Handzy, Ph.D.


Wednesday, November 11, 2020


10:00 AM (EDT) - 11:00 AM (EDT)

Understanding ESG and Incorporating it into Performance

Laurie J. Hesketh, CIPM


11:00 AM (EDT) - 12:00 Noon (EDT)

Python Basics:

Applying Them to Performance

Vikram Gokhale

Jonnathan DeJesus


12:00 Noon (EDT) - 1:00 PM (EDT)

Lunch Break


1:00 PM (EDT) - 2:00 PM (EDT)

Practical Approaches to

Fact Sheet Production

Jennifer Barnette, CIPM; Hillary Sunderland, CFA, CKA; Craig Apfel, CIPM; Shalonda Epps, CIPM


2:00 PM (EDT) - 3:00 PM (EDT)

Investment Performance in Client Reporting: Incorporating Returns and the Effects of Investment Decision-Making Into a Client Report

 Steve Sanchez


3:00 PM (EDT) - 4:00 PM (EDT)

Special Bonus:

Virtual Q&A

Here's your chance to engage with our panel of experts. Pre-submit your questions for a "Think Tank" style Zoom session.

Laurie J. Hesketh, CIPM

Shalonda Epps, CIPM

Steve Sanchez

Hillary Sunderland, CFA, CKA

Jennifer Barnette, CIPM

Todd Juillerat,  CFA

Free for 2020 Registered Participants

 $595 per person or $2,500 for a site license (up to 5 logins)