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PMAR North America Conference 2021

$995.00$2,500.00

PMAR North America Conference 2021

June 22-23, 2021

All sessions are available for Individuals or site licenses

Individual – $595

Site license – $2500 for up to 5 attendees

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PMAR North America Conference 2021

June 22-23, 2021

The Westin Philadelphia
99 South 17th Street
Philadelphia, PA

All sessions are available for Individuals or site licenses

Individual - $595

Site license - $2500 for up to 5 attendees


Agenda

The Upstream Data in Account Systems and How it Affects the Performance Returns

Mike Beck, CIPM, Glenmede Trust

Total Account Attribution - Who's Using it and Why?

Stephen Campisi, CFA

Expanding Your Knowledge on Risk-Adjusted Performance

David D. Spaulding, DPS, CIPM

How the Pandemic Taught us to Turn Smart Beta into Real Alpha

Dan DeBartolomeo, Northfield Information Services

A Discussion on Environmental, Social, Governance (ESG)

 Rick Lacaille, Global CIO, State Street

The Next Step in the Evolution of Decision-Based Attribution: Micro or Rules-Based Attribution

Arun Muralidhar, M-Cubed Technologies

Integrating Performance Data into Client Reporting Solutions

 Alex Shafran, CFA, Cohen & Steers

How Does The New SEC Marketing Regulations Affect Your Firm and How it Differs From The GIPS® Standards?

Darren Mooney, Greyline

The GIPS® standards 2020 - How Are Your Colleagues Dealing with the Update?

Ashley Reeves, CIPM; Lisa Gentry, IACCP, COHO Partners

Dive Into Performance on Derivatives with a Focus on Futures

Claude Giguere, Robust Technologies

Empowering the Client, and One’s Career in Performance

 Mike Pfaff, CIPM, Vanguard

A Framework for Benchmarking Private Investments

Jill Shaw, Cambridge Associates; Dietz Award Winning Paper

Combining Academic and Practitioner Investment Theories

Dr. John Longo, CFA, Rutgers University

Managing Teams in a Virtual Environment

Alex Shafran, CFA, Cohen & Steers; Frances Barney, CFA, BNY Mellon; Diane Robertson, T. Rowe Price

 

Performance, Risk, and Attribution Open Discussion: An interactive session modeled after the Performance Measurement Forum. This will provide a unique information exchange environment for all attendees and participants to ask questions amongst their peers.

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