Performance Measurement & Client Reporting 2024 | Financial Technologies Forum | 29 February 2024 | Etc.venues, 601 Lexington Ave, New York, NY 10022, USA

This premium performance measurement and client reporting event will dive into a comprehensive set of issues, concerns, and trends to help you find clarity and insights you can apply to current situations. We have sessions covering UMA and SMA platforms, building and nurturing performance and client teams, whether to outsource client reporting, optimizing support for multi-asset strategies, quantifying the performance of portfolio managers, riding A.I. waves, and overhauling external reporting and data governance.

Join asset owners, institutional investors, wealth management firms, industry leaders — along with many others — for a day of invaluable learning and networking.

Benefits of Attending:
• Conference Access: One-day conference access including admission to 12 sessions exposing you to a range of perspectives and viewpoints
• Networking Opportunities: Real-time, face-to-face communication allows for deeper connections and a better understanding of like-minded individuals
• Product Demonstrations: You can see, touch, and experience products and services firsthand, helping you make informed decisions.
• Industry Insights: In-person events often provide access to the latest industry trends, updates, and innovations, which can help you stay current in your field
• Access to Experts: You may have the opportunity to interact with industry experts, thought leaders, and keynote speakers, allowing you to gain insights and ask questions directly
• Building Relationships: In-person events allow you to nurture existing relationships and create new ones
• Engagement: Engage with peers and experts leading to the discovery of solutions to challenges and problems you're facing
• CPE Credits: Attendees can accrue up to 7.5 CPE credits for attending the full day of discussions

2024 Speakers

Susan Agbenoto
Director Investment Performance, Opus Investment Management

Andrew Barnett
Chief Product Officer, HUB

Michael Beck
VP, Performance Measurement, Glenmede

Daryl Bradford
SVP, Director, Performance & Attribution, Acadian Asset Management

Stephanie Brown
Business Analyst | Vice President, Platform Solutions, Glenmede Trust

Jennifer Burka
Senior Director, Head of Portfolio Analytics and Accounting, Harris Associates

Daniel Carey
Head of Performance, North America, Insight Investment

Ambika D'Souza
Formerly Vice President, of T. Rowe Price Associates

Kamelia Dari
Head of Performance Analytics and Reporting, Panagram Structured Asset Management

Jeff Decker
Head of Client Reporting, Morgan Stanley

Philip Delin
Director of Performance & Analytics, Sterling Capital Management

Theresa Dijkstra
AVP, Performance & Attribution, Metlife

Jon Gaspar
Managing Director, Performance, Attribution & Valuation, SLC Management

Dan Gulko
Head of Performance & Client Reporting - US, HSBC Asset Management

Patrick Heffernan
Principal, Chamberlain Analytics

Josh Hilbert
VP, Client Reporting, Cohen & Steers

Jamie Husney
Head of Wealth Management Reporting, AllianceBernstein

Christine Iannacone
Investment SVP, Head of Investment Performance Reporting & Analysis, Prudential Financial

Joe Kavanagh
Head of Performance Measurement and Risk Analysis, KBI Global Investors

Melissa Kinak
Global Head of Client Reporting, T. Rowe Price

Shirley Lam
Vice President, Performance Analysis, Cohen & Steers

Sanjay Lamba
Associate General Counsel, Investment Adviser Association

Dr. Kate Land
Lead Data Scientist, Inalytics

Mark Leberknight
Head of Performance Analysis and Attribution, Vanguard

Ray Lee
Head of Performance and Analytics, Jennison Associates

Nayan Madhamshettiwar
Managing Director, Professional Services, First Rate

Andrew Manickas
VP, Director, Managed Services, FactSet

Michael Margulis
VP and Officer, Investment Performance Analysis, Ameriprise Financial

Natalie Mills
VP, Head of Performance Reporting, Hamilton Lane

Al Munro
Head of Operations, Giverny Capital Asset Management

Hume Najdawi
Director, Co-Head of the Client Group, MacKay Shields

Russell Newman
Formerly COO, of Rothschild & Co.

Nick Padgen
Principal, Head of Operations, Pzena

Parvinder Setia
Global Head of Performance Attribution Technology Platform, J.P. Morgan Asset Management

Alex Shafran
SVP, Head of Performance & Client Reporting, Cohen & Steers

Michael Sherman
Partner, Fried Frank

Lorraine Tutovic
Vice President, Cohen & Steers

Shankar Venkatraman
VP, Global Head of Investment Performance & Reporting, American Century Investments

Dan Whitely
Head of Product Data & Information, Lord Abbett & Co.

2024 Sponsors

• Inalytics
• First Rate
• FactSet
• FundGuard
• HUB
• Naehas