
OUR 2026 SPEAKER LINEUP
Our event site receives frequent updates to ensure you have the latest information, we're always adding fresh faces to our roster! Don’t forget to revisit soon for all the new details! Or better yet, be sure to sign up to receive notifications right to your inbox.
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
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.
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
Lea Augustine
Associate Director
Cohen & Steers
Lisa Roth
Director of Marketing Operations
Pzena Investment Management
Mark Rothermel
Vice President and Director, Investment Performance Analysis - Operations
T. Rowe Price
Michael Margulis
Vice President, Investment Performance & Analytics
Ameriprise Financial
Nick Padgen
Principal, Head of Operations
Pzena Investment Management
Shankar Venkatraman CFA, FRM
Vice President, Global Head of Investment Performance and Reporting
American Century Investments
Stephanie Brown
Vice President, Business Analyst
