PMAR Web Conference

Select Columns Layout

Frances Barney, CFA

Damian Handzy, Ph.D.

Alex Shafran, CFA

Claude Giguère

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 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