
PMCR is the only event 100% dedicated to performance measurement, client reporting, and—NEW for 2026—the RFP Process & Client Services. No recycled sessions, just fresh content to tackle your toughest challenges.
Join buy-side firms, institutional banks, and industry leaders for 3 days of deep-dive learning, networking, and practical solutions to improve efficiency and drive better outcomes. Connect with peers shaping the future of performance measurement, client reporting, and client services (plus earn 13+ CPE credits).
30+ sessions • Three dedicated streams • Interactive workshops • And MORE!
WHY ATTEND PMCR 2026
- • Pre-Event Workshops: Choose from 3 hands-on workshops (AI, Data Reconciliation, Private Markets) with practical takeaways
- • Industry-Leading Speakers: Senior practitioners sharing real-world experiences and proven solutions
- • Face-to-Face Networking: VIP cocktails, structured networking breaks, mentorship program
- • Live Product Demos: See solutions in action and discover tools to streamline your workflows and improve efficiency
WATCH WHY ATTENDEES
KEEP COMING BACK
MEET THE INDUSTRY LEADERS HELPING TO SHAPE PMCR 2026
WHAT'S ON THE 2026 AGENDA
• AI Implementation & real-world ROI metrics
• Interactive Reporting & Data Visualization
• Private Markets Performance & integration
• RFP Response Optimization & due diligence
• Quality Control for Custom Reports
• Advanced Commentary Generation with automation and compliance oversight
• Client Portal Strategies & engagement
• Reg Hot Topics (GIPS, SEC Mktg Rule, AI disclosures)
• Multi-Asset Attribution for complex portfolios
• Digital Assets Performance in the crypto era
• Career Development Pathways & skill advancement
Don't Take Our Word For It

"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
Glenmede

"Amazing conference and thought the format was incredible and the panels were so interesting and relevant."
Jamie Husney
Head of Wealth Management Reporting
AllianceBernstein
AllianceBernstein

"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
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
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
MacKay Shields
"I've attended and participated in organizing the agenda for PMCR over the past several years. The exchange of practical solutions to various industry-wide problems has been particularly helpful."
Michael Margulis
Vice President – Investment Performance & Analytics
Wealth Management Solutions, Ameriprise Financial
Wealth Management Solutions, Ameriprise Financial

"I enjoyed the event. This was the best Performance Analysis event I've taken part in. Very energetic and engaging."
Scott Schweizer
Senior Analyst with Expertise in Product Strategy, Attribution and Risk Analytics
Insight Investments
Insight Investments

"This was my first year attending the conference and I was very impressed with the overall organization and content. I thought it was great how PM and CR were separated."
Kara Walas
Senior Associate
Summit Rock Advisors
Summit Rock Advisors

"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."
Daniel Carey
Head of Performance, North America
Insight Investment
Insight Investment

"Overall great experience at PMCR 2025! Great content for Performance Measurement professionals. I especially valued the format of the event that put me in contact with industry peers."
Nathan van Moppes
Performance Measurement Professional

"Thought it was well run and workshops provided an opportunity to get to know people in the industry, discuss challenges and potential solutions."
Alexandra Casey
Director, Investor Services
Commonfund
Commonfund

"A true value-add working conference, filled with real practitioners who are trying to solve real problems and are looking forward to sharing and learning."
Stephen Alepa
CEO
Olmstead Associates
Olmstead Associates

"PMCR 2025 delivered on being a premier gathering of performance measurement and client reporting leaders! The sessions, workshops and networking opportunities were all well-curated."
Joy Ragland
Director, Client Reporting
TimesSquare Capital Management, LLC
TimesSquare Capital Management, LLC

"The premier conference focused on Performance & Client Reporting. This conference is by far my favorite one to participate in. You are always in tune with what our industry wants."
Ambika D'Souza
Managing Director, Head of Client Reporting, Performance, and Data Operations
Cambridge Associates
Cambridge Associates

"PMCR 2025 was a great event. There was great diversity of speakers and relevant topics. I found it very valuable to have a mix of industry users, vendors, and consultants."
Rebecca Dunkelman
Manager
Alpha FMC
Alpha FMC

"I had a great time attending the conference. I love the interactive sessions and the ability to ask questions via the app. It's a great event to network and re-connect with colleagues!"
SuTung Lee, CIPM
VP, Lead Performance Analyst
Citi Private Bank
Citi Private Bank
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