FTF Event Homepage

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. Earn up to 7.5 CPE credits.

Engage in the discussions at this event focused on Performance Measurement & Client Reporting, where industry experts will provide valuable insights on the following topics:

Building & Nurturing the Performance Team
Attracting New Talent to the Client Reporting Team
Best-in-Class Support for Multi-Asset Strategies
Outsourcing Client Reporting: What Are the Options?
Data Governance to the Rescue?
Are Portfolio Managers Measuring Up?
Different Rules for Different Regions
Getting Ready for the UMA Train
Workshop: A Mock Exam for the SEC’s Marketing Rule
Is External Reporting Ready for an Overhaul?
Time to Pick New IT Management Providers?
Riding the A.I. Wave to New Shores

"Very impressive conference. The format provides unique access to industry thought leaders. The knowledge and ideas I gained will help me better adapt to changing trends. "

- Matthew Lyberg, Vice President, Acadian Asset Management (Performance Measurement Attendee)

"FTF continually proves its commitment to organizing and delivering content rich, educational events. The events cover specific topics relevant to mission critical workflow and operations within the financial industry. I strongly recommend attending FTF's events. "

- Marc Caccavale, Client Relations, SS&C Technologies (Performance Measurement Attendee)

"FTF always provides content rich conferences, with leading industry experts, with great networking. The conference administration and amenities are always flawless. "

- Andrew Clipper, Principal, Knickerbocker Advisory Services (Performance Measurement Attendee)

PERFORMANCE MEASUREMENT & CLIENT REPORTING

FEBRUARY 29, 2024

ETC.VENUES | 601 LEXINGTON AVE, NEW YORK CITY

ABOUT THE EVENT

INTRODUCING OUR KNOWLEDGEABLE SPEAKERS

Alex Shafran

Cohen & Steers

Natalie Mills

Hamilton Lane

Ray Lee

Jennison Associates

Michael Margulis

Ameriprise Financial

Dan Gulko

HSBC Asset Management

Lorraine Tutovic

Cohen & Steers

Ambika D'Souza

Christine Iannacone

Prudential Financial

AGENDA TOPICS

HERE ARE WHAT A FEW OF OUR PREVIOUS ATTENDEES HAVE SAID ABOUT OUR EVENTS:

EVENT SPONSORS