PMAR Web Conference
November 10-11, 2020

Frances Barney, CFA

Damian Handzy, Ph.D.

Alex Shafran, CFA

Claude Giguère

Diane Robertson

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 Giguère
12:00 Noon (EDT) - 1:00 PM (EDT)
Lunch Break
1:00 PM (EDT) - 2:00 PM (EDT)
The Core Changes to the 2020 GIPS® 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) - 10:30 AM (EDT)
Understanding ESG and Incorporating it into Performance
Laurie J. Hesketh, CIPM
10:30 AM (EDT) - 11:00 AM (EDT)
Case Studies of Gaming Performance
David D. Spaulding, DPS, 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.

David D. Spaulding, DPS, CIPM

Laurie J. Hesketh, CIPM

Shalonda Epps, CIPM

Steve Sanchez

Hillary Sunderland, CFA, CKA

Jennifer Barnette, CIPM

Todd Juillerat, CFA
Free for 2020 Registered Participants
$350 per person