Performance Measurement & Client Reporting 2025 | Financial Technologies Forum | 27 February 2025 | Convene, 101 Park Ave, New York, NY 10178, USA

This 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 building and nurturing performance and client teams, performance attribution, the SEC marketing rule, GIPS, 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 two days of invaluable learning and networking.

Agenda topics:
• Talent management concerns around training, nurturing talent, & developing oversight models for outsourced/offshore/nearshored staffing
• Performance Attribution for the outliers
• Client Reporting Customization
• Quality Control for performance processes
• Aggregation of reporting across managers
• The SEC Marketing Rule & other regulations
• An update on GIPS
• A.I. and new technologies on the horizon
• Lessons learned when working with IT
• Explore the role of PM & CR teams in data governance initiatives
• Client reporting in the private investment world
• AND Interactive Workshops providing practical takeaways

Benefits of Attending:
• Conference Access: Two-day conference access including admission to 14+ 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 12 CPE credits for attending the full two days of discussions

2025 Speakers

Susan Agbenoto
Director of Investment Performance

Lea Augustine
Associate Director, Cohen & Steers

Frances Barney Knutsen, CFA
Chair of Steering Committee for the Women in Performance Measurement Group

Yann Bloch
VP Product Management, Americas, NeoXam

Stephanie Brown
Vice President, Glenmede Trust

Daniel Carey
Head of Performance, North America, Insight Investment

Alexandra Casey
Director, Investor Services, CommonFund

Pedro Correia
Global Head of Portfolio Administration, Fiera Capital

Ambika D'Souza
CPSO, CIPM, Managing Director, Head of Client Reporting, Performance, and Data Operations, Cambridge Associates

Matt Deatheradge
Partner, Longs Peak Advisory

Theresa Dijkstra
VP, Portfolio Performance Returns and Oversight (PRO) Team, MetLife Investment Management

Pamela Everett
Executive Director, Strategic Client Reporting, Morgan Stanley Wealth Management

Erin Faccone
Head of Data, Analytics and Performance Reporting, Partners Capital

Steph Grimes
Head of Client Reporting, Cambridge Associates

Dan Gulko, CFA, CIPM
Head of Pricing and Performance Measurement, Guggenheim

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

Amy Harlacker
Managing Director, Head of Operations and Investor Services, Commonfund

Christine Iannacone
Investment Senior Vice President, Head of Investment Performance Reporting and Analysis, Prudential Financial

Vinod Jain
Strategic Advisor, Datos Insights

Todd Juillerat, CFA
Experienced Executive/Leader, Investment Performance & Analytics

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

Janice Kitzman
Partner, Cascade Compliance

Joe LaFemina
Director, Solutions Management, Managed Services, SS&C Advent

Adrienne Ledford
Senior Director, Implementation & Support, Cambridge Associates

Becky Main
Manager - Client Reporting, American Century Investments

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

McKay Marschalk
VP, Director of Product, FactSet

Jose Michaelraj
Senior Manager, Meradia

Kristina Mihaylova
Manager, Performance Attribution, Acadian Asset Management

Natalie Mills
Vice President, Head of Performance Reporting, Hamilton Lane

Al Munro
Head of Operations, Giverny Capital

Russell Newman
Former COO, Rothschild Co Asset Management

Nick Padgen
Principal, Head of Operations, Pzena

Len Peltzman
Managing Director, Quantitative Research & Risk Management, Guardian Life

Sue Pike, CFA, CIPM
Global Head of Portfolio Oversight, Newton Investment Management

Pat Reilly
Senior Vice President, Senior Director, FactSet

Jed Schneider
Head of Performance Reporting, Lazard

Alex Shafran
SVP, Performance Analytics & Client Reporting, Cohen & Steers

Stephen Simmons
Head of Data & Performance Reporting, HIG Capital

Patrick Trencansky
Senior Performance Analyst, Diamond Hill

Nathan van Moppes, CIPM, CAIA
Manager of Investment Performance and Reporting, 1199SEIU Funds

Shankar Venkatraman, CFA FRM
Vice President, Global Head of Investment Performance & Reporting, American Century Investments

Dan Whitley, CIPM
Head of Product Data & Information, Lord Abbett

2025 Sponsors

FLAGSHIP SPONSOR:
• FactSet

FEATURED SPONSORS:
• SS&C Advent
• First Rate
• NeoXam
• Meradia
• Alkymi

SPEAKER SPONSORS:
• Longs Peak Advisory Services, LLC
• Cascade Compliance