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2025 SPEAKERS

2025 SESSION & PRESENTATION SPEAKERS

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. 

Susan Agbenoto

Susan Agbenoto

Director of Investment Performance



Lea Augustine

Lea Augustine

Associate Director

Cohen & Steers

Stephanie Brown

Stephanie Brown

Vice President

Glenmede Trust

Daniel Carey

Daniel Carey

Head of Performance, North America

Insight Investments

Ambika DSouza

Ambika D'Souza
CPSO, CIPM

Managing Director, Head of Client Reporting, Performance, and Data Operations

Cambridge Associates

Matt Deatheradge

Matt Deatheradge

Partner

Longs Peak Advisory 

Erin Faccone

Erin Faccone

Head of Data, Analytics and Performance Reporting

Partners Capital

Stephanie Grimes

Stephanie Grimes

Head of Client Reporting

Cambridge Associates

Dan Gulko Guggenheim

Dan Gulko, CFA, CIPM

Head of Pricing and Performance Measurement

Guggenheim

Jon Gaspar

Jon Gaspar
CFA, CIPM

Managing Director, Performance, Attribution & Valuation

SLC Management

Amy Harlacker

Amy Harlacker

Managing Director, Head of Operations and Investor Services

Commonfund

Christine Iannacone

Christine Iannacone

Investment Senior Vice President, Head of Investment Performance Reporting and Analysis

Prudential Financial

Vinod Jain

Vinod Jain

Strategic Advisor

Datos Insights

Joe Kavanagh

Joe Kavanagh

Head of Performance and Risk Analysis

KBI Global Investors

Janice Kitzman

Janice Kitzman

Partner

Cascade Compliance

Joe LaFemina

Joe LaFemina

Director, Solutions Management, Managed Services

SS&C Advent

Becky Main

Becky Main

Manager - Client Reporting

American Century Investments

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

Michael Margulis

VP and Officer, Investment Performance Analysis

Ameriprise Financial

Kristina Mihaylova

Kristina Mihaylova

Manager, Performance Attribution

Acadian Asset Management

Natalie Mills

Natalie Mills

Vice President, Head of Performance Reporting

Hamilton Lane

Allison K Munro

Al Munro

Head of Operations

Giverny Capital

Nick Padgen

Nick Padgen

Principal, Head of Operations

Pzena

Len Peltzman

Len Peltzman

Managing Director, Quantitative Research & Risk Management

Guardian Life

Sue Pike

Sue Pike, CFA, CIPM

Global Head of Portfolio Oversight

Newton Investment Management

Jed Schneider

Jed Schneider 

Head of Performance Reporting

Lazard 

Alex Shafran

Alex Shafran

SVP, Performance Analytics & Client Reporting

Cohen & Steers

Steve Simmons

Stephen Simmons

Head of Data & Performance Reporting

HIG Capital

Nathan van Moppes

Nathan van Moppes, CIPM, CAIA

Manager of Investment Performance and Reporting

1199SEIU Funds

Shankar Photo

Shankar Venkatraman
CFA FRM

Vice President, Global Head of Investment Performance & Reporting

American Century Investments

Dan Whitley Lord Abbett

Dan Whitley, CIPM

Head of Product Data & Information

Lord Abbett

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