Alex Shafran, CFA
SVP, Head of Performance and Client Reporting
Cohen & Steers
Ambika D'Souza CSPO, CIPM
Managing Director, Head of Client Reporting, Performance, and Data Operations
Cambridge Associates
Becky Main
Manager, Client Reporting
American Century Companies
Caitlin Kneram
Partner, Head of Reporting and Performance Analytics
Fort Point Capital Partners
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Christine Iannacone, CIPM
Investment Senior Vice President, Head of Investment Performance Reporting and Analysis
Prudential Financial
Daniel Carey
Head of Performance, North America
Insight Investment
Daniel Gulko, CFA, CIPM
Head of Pricing and Performance
Guggenheim Investments
Dan Whitley
Head of Product Data & Information
Lord, Abbett & Co.
Evan Witkowski, CIPM
Director, Institutional Relationships
Wespath Institutional Investments
Jed Schneider, CIPM, FRM
Head of Client Performance Information Delivery
Neuberger Berman
Jennifer McCarthy
Head of Institutional Services
Polen Capital
Jon Gaspar, CFA, CIPM
Managing Director, Performance Measurement & Attribution
SLC Management
Joshua O'Brien, CFA
Head of Client Solutions
Strategic Investment Group
Kimberly Cash, CFA, CAIA, CIPM, CSCP
Founding Partner
Cascade Investment Compliance & Verification
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Lea Augustine
Associate Director
Cohen & Steers
Lisa Roth
Director of Marketing Operations
Pzena Investment Management
Lorraine Tutovic, CIPM
SVP, Performance Analytics
Cohen & Steers
Marcus Altarejos
Senior RFP Writer
Virtus Investment Partners
Mark Rothermel
Vice President and Director, Investment Performance Analysis - Operations
T. Rowe Price
Michael Dugan
Director, Institutional Client Service
Virtus Investment Partners, Inc.
Michael Margulis
Vice President, Investment Performance & Analytics
Ameriprise Financial
Nichole Graveen
SVP, Head of Operations
Ariel Investments
Nick Padgen
Principal, Head of Operations
Pzena Investment Management
Patrick McKenna
Chief Commercial Officer
Kurtosys
Shankar Venkatraman CFA, FRM
Vice President, Global Head of Investment Performance and Reporting
American Century Investments
Sheetal Joshipura
Head of Client Services
Matthews Asia
Stephanie Brown
Vice President, Business Analyst
Glenmede Trust
