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PMCR 2025

PERFORMANCE MEASUREMENT & CLIENT REPORTING

FEBRUARY 27 & 28, 2025

CONVENE | 101 Park Avenue, NYC

PMCR EVENT HIGHLIGHTS

 

ABOUT THE EVENT

PMCR is the only event of its kind dedicated to both performance measurement AND client reporting.  Consisting of over 20 session discussions and several interactive workshops, this 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.

The 2025 event includes discussions covering building and nurturing performance and client teams, talent management, performance attribution for outliers, the SEC marketing rule, GIPS updates, client reporting customization, optimizing support for multi-asset strategies, quantifying the performance of portfolio managers, A.I. and new technologies, overhauling external reporting and data governance and MORE.

Join asset owners, institutional investors, wealth management firms, and industry leaders — along with many others — for two days of invaluable learning and networking. Earn up to 12 CPE credits. 

 

FTF Performance & Client Reporting Event in NYC on Feb. 29, 2024

OUR 2025 SPEAKER LINE-UP INCLUDES:

Jed Schneider

Jed Schneider

Head of Performance Reporting

Lazard

Ambika DSouza

Ambika D'Souza
CSPO, CIPM

Managing Director, Head of Client Reporting, Performance, and Data Operations

Cambridge Associates

Jon Gaspar

Jon Gaspar
CFA, CIPM

Managing Director, Performance, Attribution & Valuation

SLC Management

Dan Gulko

Dan Gulko, CFA, CIPM

Head of Pricing and Performance Measurement

Guggenheim

Joe Kavanagh

Joe Kavanagh

Head of Performance Measurement and Risk Analysis

KBI Global Investors

Alex Shafran

Alex Shafran

SVP, Performance Analytics & Client Reporting

Cohen & Steers

Stephanie Brown

Stephanie Brown

Vice President

Glenmede Trust

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

Michael Margulis

VP and Officer, Investment Performance & Analysis

Ameriprise Financial

AGENDA TOPICS

Participate in conversations at the only event focused on Performance Measurement and Client Reporting. The sessions at PMCR 2025 will offer valuable discussions and insights on the following topics:

  • Talent management concerns around training, nurturing talent, & developing oversight models for outsourced/offshore/nearshored staffing 
  • Performance Attribution for the outliers 
  • Client Reporting Customization
  • Quality Control for performance processes
  • Aggregation of reporting across managers 
  • The SEC Marketing Rule & other regulations 
  • An update on GIPS 
  • A.I. and new technologies on the horizon
  • Lessons learned when working with IT 
  • Explore the role of PM & CR teams in data governance initiatives 
  • Client reporting in the private investment world 
  • AND Interactive Workshops providing practical takeaways
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
"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

"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

Ambika D'Souza

"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

"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

2025 EVENT SPONSORS