We sat down with PMCR 2026 Chairperson Jonathan Boersma — Practice Lead for GIPS & Performance Regulation at Meradia — to talk about the state of investment operations, why too many firms are still held together by "bubble gum and scotch tape," and what he's most looking forward to at this year's event.

Jonathan shares his take on why firms struggle to move beyond legacy tools (yes, Excel, we're looking at you), how his work on after-tax benchmarking methodology is helping advisors articulate the real value they deliver, and why PMCR's community feels less like a conference and more like a family reunion.

He also shares his advice for anyone who's nervous about networking (spoiler: he's volunteered to ask the tough questions so you don't have to) and reveals a surprising hobby that has nothing to do with spreadsheets.

Oh, and yes — our Founder showed up in a Yankees jersey. It's a whole thing. Just watch