PMCR 2025
PERFORMANCE MEASUREMENT & CLIENT REPORTING
FEBRUARY 27 & 28, 2025
CONVENE | 101 Park Avenue, NYC
ABOUT THE EVENT
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 10+ CPE credits.
![FTF Performance & Client Reporting Event in NYC on Feb. 29, 2024 FTF Performance & Client Reporting Event in NYC on Feb. 29, 2024](https://pages.ftfnews.com/hs-fs/hubfs/0E9A0627_480x480.jpg?width=480&height=480&name=0E9A0627_480x480.jpg)
PMCR 2024 EVENT HIGHLIGHTS:
OUR 2024 SPEAKER LINE-UP INCLUDED:
![Alex Shafran, SVP, Head of Performance & Client Reporting, Cohen & Steers](https://pages.ftfnews.com/hubfs/Alex%20Shafran%20April%208th%20Headshot_321x321.jpg)
Alex Shafran
SVP, Head of Performance & Client Reporting
Cohen & Steers
![Natalie Mills, VP, Head of Performance Reporting, Hamiltoin Lane](https://pages.ftfnews.com/hubfs/natalie.png)
Natalie Mills
VP, Head of Performance Reporting
Hamilton Lane
![Ray Lee, Head of Performance and Analytics, Jennison Associates](https://pages.ftfnews.com/hubfs/Lee%2c%20Raymond_City.jpeg)
Ray Lee
CFA, CIPM, Head of Performance and Analytics
Jennison Associates
Michael Margulis
VP and Officer, Investment Performance & Analysis
Ameriprise Financial
![Dan Gulko, Head of Performance & Client Reporting, US, HSBC Asset Management](https://pages.ftfnews.com/hubfs/Dan%20Gulko%20Headshot%20B%26W.jpg)
Dan Gulko
Head of Performance & Client Reporting, US
HSBC Asset Management
![Lorraine Tutovic, Vice President, Cohen & Steers](https://pages.ftfnews.com/hubfs/Lorraine%20Tutovic%20-%20IMG_6341.jpeg)
Lorraine Tutovic
Vice President
Cohen & Steers
![Ambika D'Souza, GIPS and performance expert, fomerly of T. Rowe Price](https://pages.ftfnews.com/hubfs/Ambika%20DSouza%20Square.jpg)
Ambika D'Souza
formerly Vice President of T. Rowe Price Associates
![Christine Iannacone, SVP, Head of Investment Performance Reporting & Analysis, Prudential Financial](https://pages.ftfnews.com/hubfs/C%20Iannacone.jpeg)
Christine Iannacone
SVP, Head of Investment Performance Reporting & Analysis
Prudential Financial
AGENDA TOPICS
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
![FTF Performance Measurement & Client Reporting Event, Feb. 29, 2024 in NYC FTF Performance Measurement & Client Reporting Event, Feb. 29, 2024 in NYC](https://pages.ftfnews.com/hubfs/FTFPMA19_0202.jpg)
![FTF Performance Measurement & Client Reporting Event, Feb. 29, 2024 in NYC FTF Performance Measurement & Client Reporting Event, Feb. 29, 2024 in NYC](https://pages.ftfnews.com/hs-fs/hubfs/0E9A0263.jpg?width=2000&height=1334&name=0E9A0263.jpg)
PMCR ATTENDEE TESTIMONIALS:
- Stephanie Brown, Vice President, Platform Solutions, Glenmede
- Jamie Husney, Head of Wealth Management Reporting, AllianceBernstein
- Mike Beck, VP, Performance Measurement, Glenmede
"The FTF PMCR conference is a great way to connect with senior-level industry peers. The group that attends is always interactive and this makes for lively discussions."
- Jen Burka, Senior Director, Head of Portfolio Analytics and Accounting, Harris Associates
"One of my favorite performance measurement conferences. I love the tight-knit community and the ability to really network with my peers."
-Kamelia Dari, Head of Performance Analytics and Reporting, Panagram Structured Asset Management
"Just a quick note to write how impressed I was with the event. Really well executed and had great participation from a lot of smart people."
-Hume Najdawi, Co-Head of the Client Group, MacKay Shields
"I have attended several investment performance-focused industry events over the years. I was impressed with FTF’s PMCR event as it had a great collection of speakers covering practical topics, resulting in action items I took away. It was a good networking event as well."
- Michael Margulis, Vice President – Investment Performance & Analytics | Wealth Management Solutions, Ameriprise Financial
"I was a moderator at the conference and enjoyed the experience immensely. FTF staff was great, food and coffee options were terrific. A good mix of relevant and current topics for all the sessions. Great job Maureen and team!"
- Daniel Carey, Head of Performance, North America, Insight Investment
"The premier conference focused on Performance & Client Reporting. Featuring a stellar lineup of speakers, covering highly relevant and timely topics, with ample networking opportunities.
Maureen & FTF team, this conference is by far my favorite one to participate in. You are always in tune with what our industry wants and execute the event so effortlessly."
- Ambika D'Souza, Managing Director, Head of Client Reporting, Performance, and Data Operations, Cambridge Associates
"The event was excellent. A great venue and well-organized panels."
- Sam Sundera, Managing Director, Head of Commercial Strategy, HUB
"I just wanted to thank you for a great event last week! I thought the conference was very well done and particularly enjoyed the opening panel."
- Olivia Greenspan, Performance Analyst, Insight Investment
"Maureen, thanks again for putting this all together. A really nice event from top to bottom, as always."
- Daryl J Bradford, SVP, Director, Performance & Attribution, Acadian Asset Management