2025 SPEAKERS
2025 SESSION & PRESENTATION SPEAKERS
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Susan Agbenoto
Director of Investment Performance
Stephanie Brown
Vice President
Glenmede Trust
Daniel Carey
Head of Performance, North America
Insight Investments
Ambika D'Souza
CPSO, CIPM
Managing Director, Head of Client Reporting, Performance, and Data Operations
Cambridge Associates
Stephanie Grimes
Head of Client 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
Joe Kavanagh
Head of Performance and Risk Analysis
KBI Global Investors
Becky Main
Manager - Client Reporting
American Century Investments
Michael Margulis
VP and Officer, Investment Performance Analysis
Ameriprise Financial
Jed Schneider
Head of Performance Reporting
Lazard
Alex Shafran
SVP, Performance Analytics & Client Reporting
Cohen & Steers
Shankar Venkatraman
CFA FRM
Vice President, Global Head of Investment Performance & Reporting
American Century Investments
Dan Whitley, CIPM
Head of Product Data & Information