Skip to content
ftf-logo

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

PMCR 2024 EVENT HIGHLIGHTS:

 

OUR 2024 SPEAKER LINE-UP INCLUDED:

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

Alex Shafran

SVP, Head of Performance & Client Reporting

Cohen & Steers

Natalie Mills, VP, Head of Performance Reporting, Hamiltoin Lane

Natalie Mills

VP, Head of Performance Reporting

Hamilton Lane

Ray Lee, Head of Performance and Analytics, Jennison Associates

Ray Lee

CFA, CIPM, Head of Performance and Analytics

Jennison Associates

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

Michael Margulis

VP and Officer, Investment Performance & Analysis

Ameriprise Financial

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

Dan Gulko

Head of Performance & Client Reporting, US

HSBC Asset Management

Lorraine Tutovic, Vice President, Cohen & Steers

Lorraine Tutovic

Vice President

 

Cohen & Steers

Ambika D'Souza, GIPS and performance expert, fomerly of T. Rowe Price

Ambika D'Souza

formerly Vice President of T. Rowe Price Associates

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

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

PMCR ATTENDEE TESTIMONIALS:

Stephanie Brown
"The conference was very well organized and a huge success! I am very grateful for the opportunity  to have served as a moderator and look forward to more collaborative initiatives!"

- Stephanie Brown, Vice President, Platform Solutions, Glenmede
Jamie Husney
"Amazing conference and thought the format was incredible and the panels were so interesting and relevant."

- Jamie Husney, Head of Wealth Management Reporting, AllianceBernstein
Mike Beck headshot-1
"FTF is a best-in-class conference that provides meaningful networking and knowledge transfer to those in client reporting and performance measurement."

- Mike Beck, VP, Performance Measurement, Glenmede
Jen Burka

"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

 

Kamelia Dari

"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

Hume Najdawi

"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

Michael Margulis-Jul-24-2024-04-38-34-9452-PM

"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

Daniel_Headshot_1-1

"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

ambiks

"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

Sam Sundera

"The event was excellent. A great venue and well-organized panels."

- Sam Sundera, Managing Director, Head of Commercial Strategy, HUB

Olivia Greenspan Insight

"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

Daryl Bradford headshot

"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

2024 EVENT SPONSORS