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.

Free for 2020 Registered Participants

 $350 per person

David D. Spaulding, DPS, CIPM

Laurie J. Hesketh, CIPM

Shalonda Epps, CIPM

Steve Sanchez

Hillary Sunderland, CFA, CKA

Jennifer Barnette, CIPM

Todd Juillerat, CFA

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