Susan Agbenoto
Director of Investment Performance
Lea Augustine
Associate Director
Cohen & Steers
Frances Barney Knutsen, CFA
Chair of Steering Committee for the Women in Performance Measurement Group
Yann Bloch
VP Product Management, Americas,
NeoXam
Stephanie Brown
Vice President
Glenmede Trust
Daniel Carey
Head of Performance, North America
Insight Investment
Alexandra Casey
Director, Investor Services
CommonFund
Pedro Correia
Global Head of Portfolio Administration
Fiera Capital
Ambika D'Souza
CPSO, CIPM
Managing Director, Head of Client Reporting, Performance, and Data Operations
Cambridge Associates
Matt Deatheradge
Partner
Longs Peak Advisory
Theresa Dijkstra
VP, Portfolio Performance Returns and Oversight (PRO) Team
MetLife Investment Management
Pamela Everett
Executive Director, Strategic Client Reporting
Morgan Stanley Wealth Management
Erin Faccone
Head of Data, Analytics and Performance Reporting
Partners Capital
Stephanie Grimes
Senior Director, Client Data & Reporting
Cambridge Associates
Dan Gulko, CFA, CIPM
Head of Pricing and Performance Measurement
Guggenheim
Jon Gaspar
CFA, CIPM
Managing Director, Performance, Attribution & Valuation
SLC Management
Amy Harlacker
Managing Director, Head of Operations and Investor Services
Commonfund
Christine Iannacone
Investment Senior Vice President, Head of Investment Performance Reporting and Analysis
Prudential Financial
Vinod Jain
Strategic Advisor
Datos Insights
Todd Juillerat, CFA
Experienced Executive/Leader, Investment Performance & Analytics
Joe Kavanagh
Head of Performance and Risk Analysis
KBI Global Investors
Janice Kitzman
Partner
Cascade Compliance
Joe LaFemina
Director, Solutions Management, Managed Services
SS&C Advent
Adrienne Ledford
Senior Director, Implementation & Support
Cambridge Associates
Becky Main
Manager - Client Reporting
American Century Investments
Michael Margulis
VP and Officer, Investment Performance Analysis
Ameriprise Financial
McKay Marschalk
VP, Director of Product
FactSet
Jose Michaelraj
Senior Manager
Meradia
Kristina Mihaylova
Manager, Performance Attribution
Acadian Asset Management
Natalie Mills
Vice President, Head of Performance Reporting
Hamilton Lane
Al Munro
Head of Operations
Giverny Capital
Russell Newman
Former COO - Rothschild Co Asset Management
Nick Padgen
Principal, Head of Operations
Pzena
Len Peltzman
Managing Director, Quantitative Research & Risk Management
Guardian Life
Sue Pike, CFA, CIPM
Global Head of Portfolio Oversight
Newton Investment Management
Pat Reilly
Senior Vice President, Senior Director
FactSet
Jed Schneider
Head of Performance Reporting
Lazard
Alex Shafran
SVP, Performance Analytics & Client Reporting
Cohen & Steers
Stephen Simmons
Head of Data & Performance Reporting
HIG Capital
Patrick Trencansky
Senior Performance Analyst
Diamond Hill
Nathan van Moppes, CIPM, CAIA
Manager of Investment Performance and Reporting
1199SEIU Funds
Shankar Venkatraman
CFA FRM
Vice President, Global Head of Investment Performance & Reporting
American Century Investments
Dan Whitley, CIPM
Head of Product Data & Information
Lord Abbett
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