SPEAKERS FROM 2024
2024 SESSION & PRESENTATION SPEAKERS
Stay tuned for our exciting 2025 speaker reveal! We're always adding fresh faces to our roster.
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Susan Agbenoto
Director Investment Performance
Opus Investment Management
Andrew Barnett
HUB
Michael Beck
VP, Performance Measurement
Glenmede
Daryl Bradford
SVP, Director, Performance & Attribution
Acadian Asset Management
Stephanie Brown
Business Analyst | Vice President, Platform Solutions
Glenmede Trust
Jennifer Burka
Senior Director,
Head of Portfolio Analytics and Accounting
Harris Associates
Daniel Carey
Head of Performance, North America
Insight Investment
Ambika D'Souza, CIPM, CSPO
formerly Vice President of T. Rowe Price Associates
Kamelia Dari
CFA, CIPM, Head of Performance Analytics and Reporting
Panagram Structured Asset Management
Jeff Decker
Head of Client Reporting
Morgan Stanley
Philip Delin
Director of Performance & Analytics
Sterling Capital Management
Theresa Dijkstra
AVP, Performance & Attribution
Metlife
Jon Gaspar, CFA, CIPM
Managing Director, Performance, Attribution & Valuation
SLC Management
Dan Gulko
Head of Performance & Client Reporting - US
HSBC Asset Management
Patrick Heffernan
Principal
Chamberlain Analytics
Josh Hilbert
VP, Client Reporting
Cohen & Steers
Jamie Husney
Head of Wealth Management Reporting
AllianceBernstein
Christine Iannacone, CIPM
Investment SVP, Head of Investment Performance Reporting & Analysis
Prudential Financial
Joe Kavanagh
Head of Performance Measurement and Risk Analysis
KBI Global Investors
Melissa Kinak
Global Head of Client Reporting
T. Rowe Price
Shirley Lam
Vice President, Performance Analysis
Cohen & Steers
Sanjay Lamba
Investment Adviser Association
Dr. Kate Land
Lead Data Scientist
Inalytics
Mark Leberknight
Head of Performance Analysis and Attribution
Vanguard
Ray Lee
CFA, CIPM, Head of Performance and Analytics
Jennison Associates
Nayan Madhamshettiwar
First Rate
Andrew Manickas
VP, Director, Managed Services
FactSet
Michael Margulis
VP and Officer, Investment Performance Analysis
Ameriprise Financial
Natalie Mills
VP, Head of Performance Reporting
Hamilton Lane
Al Munro
Head of Operations
Giverny Capital Asset Management
Hume Najdawi
Director, Co-Head of the Client Group
MacKay Shields
Russell Newman
Formerly COO of Rothschild & Co.
Nick Padgen
Principal, Head of Operations
Pzena
Parvinder Setia, CFA
Global Head of Performance Attribution Technology Platform
J.P. Morgan Asset Management
Alex Shafran, CFA
SVP, Head of Performance & Client Reporting
Cohen & Steers
Michael Sherman
Partner
Fried Frank
Lorraine Tutovic
Vice President
Cohen & Steers
Shankar Venkatraman
VP, Global Head of Investment Performance & Reporting