Venue
The US Grant Hotel
The US Grant Hotel, 326 Broadway San Diego California, USA

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Event Date Mon Nov 11 PST - Tue Nov 12 PST (about 5 years ago)
In your timezone (EST): Mon Nov 11 11:00am - Tue Nov 12 7:45pm
Location The US Grant Hotel
326 Broadway San Diego California, USA
Region Americas
Details

What you'll discover at PMAR West:

• Environmental Social Governance (ESG) and Its Impact on Performance
• Fixed Income Attribution Challenges
• Performance Drawdowns in Asset Management
• Preparing for GIPS 20/20 - What You Need To Know
• Net of Fee Performance
• Data Migration and Performance Portability
• Portfolio Analytics for Leveraged Securities
• Principles for Currency Management
• Women in Performance Measurement: Promoting Diversity in the Investment Industry
• Fast Performance: Rapid Fire Q & A
• Leverage and Derivatives in Performance Measurement
• Tapping the Power of Data Visualization to simplify Your Analytics
• Evolving Performance Attribution to support exploratory Excess Return Decomposition

Speakers

2019 Speakers

David Spaulding
DPS, CIPM, The Spaulding Group

Frances Barney, CFA
BNY Mellon (Moderator)

David Cariño

Claude Giguere
Robust Technologies

Ashley Reeves
CIPM, The Spaulding Group

Todd Juillerat
CFA

Karyn Vincent, CFA
CIPM, CFA Institute

Joshua O’Brien, CFA
Strategic Investment Group

John Norwood
John Norwood Consulting

Julee Farley, CPA, CFA
Alaska Permanent Capital Management

John D. Simpson
CIPM, The Spaulding Group

Alex Spaulding
DPS, CIPM, The Spaulding Group

Chris Breckon
CFA, MSCI

Jeff Foley
Wilshire Analytics

Jon Anderson
Archer

Stephen Campisi
CFA

Roman Darewych
SS&C Technologies

Robert Rudolph
CFA, Northern Trust

Jeff Cullen
Eagle Investment Systems

Lars Bjerre Hansen
Simcorp

Sponsors & Partners

2019 Sponsors

• BNY Mellon / Eagle Investment Systems
• SS&C
• Wilshire
• Robust Technologies
• JNC
• Ortec Finance
• Solovis
• Archer