PMCR 2025
PERFORMANCE MEASUREMENT & CLIENT REPORTING
FEBRUARY 27 & 28, 2025
CONVENE | 101 Park Avenue, NYC
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.
PMCR 2024 EVENT HIGHLIGHTS:
OUR 2025 SPEAKER LINE-UP INCLUDES:
Jed Schneider
Head of Performance Reporting
Lazard
Ambika D'Souza
CSPO, CIPM
Managing Director, Head of Client Reporting, Performance, and Data Operations
Cambridge Associates
Michael Margulis
VP and Officer, Investment Performance & Analysis
Ameriprise Financial
Susan Agbenoto
Director of Investment Performance
Joe Kavanagh
Head of Performance Measurement and Risk Analysis
KBI Global Investors
Alex Shafran
SVP, Performance Analytics & Client Reporting
Cohen & Steers
Jon Gaspar
CFA, CIPM
Managing Director, Performance, Attribution & Valuation
SLC Management
Stephanie Brown
Vice President
Glenmede Trust
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