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OUR SPEAKERS

SESSION & PRESENTATION SPEAKERS

Additional speakers are constantly being added to our list!

We make sure to regularly update our website, so be sure to check back soon.

Susan Agbenoto

Susan Agbenoto

Director Investment Performance

Opus Investment Management

Andrew Barnett

Andrew Barnett

Chief Product Officer

HUB

Mike Beck, VP, Performance Measurement, Glenmede

Michael Beck

VP, Performance Measurement

Glenmede

Daryl Bradford, SVP, Director, Performance & Attribution, Acadian Asset Management

Daryl Bradford

SVP, Director, Performance & Attribution

Acadian Asset Management

Stephanie Brown-1

Stephanie Brown

Business Analyst | Vice President, Platform Solutions

Glenmede Trust

Jen Burka, Senior Director, Head of Portfolio Analytics and Accounting, Harris Associates

Jennifer Burka

Senior Director,
Head of Portfolio Analytics and Accounting

Harris Associates

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

Daniel Carey

Head of Performance, North America

Insight Investment

Ambika D'Souza, formerly VP of T. Rowe Price Associates

Ambika D'Souza, CIPM, CSPO

formerly Vice President of T. Rowe Price Associates

Kamelia Dari, Head of Performance Analytics and Reporting, Panagram Structured Asset Management

Kamelia Dari

Head of Performance Analytics and Reporting

Panagram Structured Asset Management

Jeff Decker, Head of Client Reporting, Morgan Stanley

Jeff Decker

Head of Client Reporting

 Morgan Stanley

Philip Delin, Director of Performance & Analytics, Sterling Capital Management

Philip Delin

Director of Performance & Analytics

Sterling Capital Management

Theresa Dijkstra, AVP, Performance & Attribution, Metlife

Theresa Dijkstra

AVP, Performance & Attribution

Metlife

Jon Gaspar_headshot

Jon Gaspar, CFA, CIPM

Managing Director, Performance, Attribution & Valuation

SLC Management

Dan Gulko, Head of Performance & Client Reporting - US, HSBC Asset Management

Dan Gulko

Head of Performance & Client Reporting - US

HSBC Asset Management

Patrick Heffernan, Principal, Chamberlain Analytics

Patrick Heffernan

Principal

Chamberlain Analytics

JH Cropped

Josh Hilbert

VP, Client Reporting

Cohen & Steers

Jamie Husney, Head of Wealth Management, AllianceBernstein

Jamie Husney

Head of Wealth Management Reporting

AllianceBernstein

Christine Iannacone, CIPM, Investment SVP, Head of Investment Performance, Prudential Financial

Christine Iannacone, CIPM

Investment SVP, Head of Investment Performance Reporting & Analysis

Prudential Financial

Joe Kavanagh 2024

Joe Kavanagh

Head of Performance Measurement and Risk Analysis

KBI Global Investors

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Melissa Kinak

Global Head of Client Reporting

T. Rowe Price

Shirley Lam

Shirley Lam

Vice President, Performance Analysis

Cohen & Steers

Sanjay Lamba

Sanjay Lamba

Associate General Counsel

Investment Adviser Association

Dr. Kate Land, Chief Data Scientist, Inalytics

Dr. Kate Land

Lead Data Scientist

Inalytics

Mark Leberknight, Head of Performance Analysis and Attribution, Vanguard

Mark Leberknight

Head of Performance Analysis and Attribution

Vanguard 

Ray Lee, CFA, CIPM, Head of Performance and Analytics, Jennison Associates

Ray Lee

CFA, CIPM, Head of Performance and Analytics

Jennison Associates

Nayan Madhamshettiwar

Nayan Madhamshettiwar

Managing Director, Professional Services

First Rate

Andrew Manickas, VP, Director, Managed Services, FactSet

Andrew Manickas

VP, Director, Managed Services

FactSet

Michael Margulis, VP & Officer, Investment Performance Analysis, Ameriprise Financial

Michael Margulis

VP and Officer, Investment Performance Analysis

Ameriprise Financial

Natalie Mills, VP, Head of Performance Reporting, Hamilton Lane

Natalie Mills

VP, Head of Performance Reporting

Hamilton Lane

Al Munro, Head of Operations, Giverny Capital Asset Management

Al Munro

Head of Operations

Giverny Capital Asset Management

Hume Najdawi

Hume Najdawi

Director, Co-Head of the Client Group

MacKay Shields

Russell Newman, formerly COO of Rothschild & Co.

Russell Newman

Formerly COO of Rothschild & Co.

Nick Padgen, Principal, Head of Operations, Pzena

Nick Padgen

Principal, Head of Operations

Pzena

Parvinder Setia, CFA, Global Head of Performance Attribution Technology Platform, J.P. Morgan Asset Management

Parvinder Setia, CFA

Global Head of Performance Attribution Technology Platform

J.P. Morgan Asset Management

Alex Shafran, SVP, CFA, Head of Performance & Client Reporting, Cohen & Steers

Alex Shafran, CFA

SVP, Head of Performance & Client Reporting

Cohen & Steers

Michael Sherman, Partner, Fried, Frank, Harris, Shriver & Jacobson LLP

Michael Sherman

Partner

Fried Frank

Lorraine Tutovic, VP, Cohen & Steers

Lorraine Tutovic

Vice President

Cohen & Steers

Shankar Venkatraman, VP, Global Head of Investment Performance & Reporting, American Century Investments

Shankar Venkatraman

VP, Global Head of Investment Performance & Reporting

American Century Investments

Dan Whitley Lord Abbett

Dan Whitely

Head of Product Data & Information
 

Lord Abbett & Co.

Parvinder Setia 400x400

Parvinder Setia,CFA

Global Head of Performance Attribution Technology Platform
 

J.P. Morgan Asset Management

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