Alex Shafran, CFA
SVP, Head of Performance and Client Reporting
Cohen & Steers
Ambika D'Souza CSPO, CIPM
Managing Director, Head of Client Reporting, Performance, and Data Operations
Cambridge Associates
Asha B. Cryan, CFA, FSA
Executive Director, AM Portfolio Analysis Group – Head of Performance Solutions and Alternatives
J.P. Morgan Asset Management
Becky Main
Manager, Client Reporting
American Century Companies
Caitlin Kneram
Partner, Head of Reporting and Performance Analytics
Fort Point Capital Partners
Chandrakant Maheshwari
Senior Model Validator
Flagstar Bank
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Christine Iannacone, CIPM
Investment Senior Vice President, Head of Investment Performance Reporting and Analysis
Prudential Financial
Colleen Dunne
Head of Americas and EMEA RFP & Global Databases
Invesco
Daniel Carey
Head of Performance, North America
Insight Investment
Daniel Gulko, CFA, CIPM
Head of Pricing and Performance
Guggenheim Investments
Dan Whitley, CIPM
Head of Product Data & Information
Lord, Abbett & Co.
Edward Kim, CFA
Investment Performance & Analytics Leader
Evan Witkowski, CIPM
Director, Institutional Relationships
Wespath Institutional Investments
Gabe Glass
Senior Director, Americas Direct Real Estate Operations
CBRE Investment Management
George Findlay, CIPM
Assistant Vice President, GIPS® Compliance & Performance Oversight
State Street Investment Management
Jan Deahl
Executive Director, Head of Marketing
Drake Star
Janine Seto-Moy
Senior Vice President - Investment Administration, Head of Client Reporting
Cohen & Steers
Jason Kovak, CFA
Vice President, Portfolio Analytics Product Management
FactSet
Jaya Lal
Senior Director, Performance and Analytics
Cambridge Associates
Jed Schneider, CIPM, FRM
Head of Client Performance Information Delivery
Neuberger Berman
Jennifer Laird, CAIA
Managing Director, Global Head of Client Service
Neuberger Berman
Jennifer McCarthy
Head of Institutional Services
Polen Capital
Jennifer Tsai
Managing Director, Head of Client Services & Operations
RBC Rochdale
John A. Salagaj
VP, Client Experience
J.P. Morgan Asset Management
Jon Gaspar, CFA, CIPM
Managing Director, Performance Measurement & Attribution
SLC Management
Jonathon Boersma
Practice Lead, GIPS and Performance Regulation
Meradia
Josh Hilbert, CIPM
Vice President
Cohen & Steers
Joshua O'Brien, CFA
Head of Client Solutions
Strategic Investment Group
Julia De Sanctis
Vice President, Sales Specialist, Middle Office Solutions
FactSet
Kamelia Dari, CFA, CIPM
Managing Director, Performance Measurement
Reckoner Capital Management
Kimberly Cash, CFA, CAIA, CIPM, CSCP
Founding Partner
Cascade Investment Compliance & Verification
Lawrence Burns
Executive Director, Head of Investment Performance Reporting Operations
Morgan Stanley Wealth Management
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Lea Augustine
Director
Cohen & Steers
Len Peltzman
Managing Director, Head of Fixed Income Portfolio Risk and Analytics, Investments
Guardian Life
Lisa Roth
Director of Marketing Operations
Pzena Investment Management
Lorraine Tutovic, CIPM
SVP, Performance Analytics
Cohen & Steers
Marcus Altarejos
Senior RFP Writer
Virtus Investment Partners
Marcus Klostermeyer
Senior Vice President, Head of Client Reporting
Neuberger Berman
Mark Rothermel
Vice President and Director, Investment Performance Analysis - Operations
T. Rowe Price
Mary Qu, CIPM
Global Head of Performance Measurement
AllianceBernstein
Melissa LaChance
Managing Director, Head of UX Design and Research
Morgan Stanley
Michael Beck, CIPM, CAIA, CFP(R)
Consultant
Michael Dugan
Director, Institutional Client Service
Virtus Investment Partners, Inc.
Michael Margulis
Vice President, Investment Performance & Analytics
Ameriprise Financial
Nadine Kawkabani
Vice President, Senior Director, Global Distribution Business Strategy
MFS Investment Management
Namrata Shah
AWS Hero
Nathan van Moppes, CIPM, CAIA
Manager of Performance and Investment Reporting
1199SEIU Benefit and Pension Funds
Nichole Graveen
SVP, Head of Operations
Ariel Investments
Nick Padgen
Principal, Head of Operations
Pzena Investment Management
Nicole Filingeri
Head of Americas Client Service Management
Invesco
Pamela Everett
Executive Director, Client Reporting
Morgan Stanley Wealth Management
Patrick McKenna
Chief Commercial Officer
Kurtosys
Peter D'Onofrio, CAIA
SVP, Chief Administrative Officer, Global Institutional Client Group
Neuberger Berman
Samantha King
Executive Director, Head of Portfolio Analytics
Global Real Estate - J.P. Morgan Asset Management
Sarah Metroff
Marketing Manager, Investments
Wespath Benefits and Investments
Shankar Venkatraman CFA, FRM
Vice President, Global Head of Investment Performance and Reporting
American Century Investments
Sheetal Joshipura
Head of Client Services
Matthews Asia
Stephanie Brown
Vice President, Business Analyst
Glenmede Trust
Stephanie Grimes
Senior Director, Client Data and Reporting
Cambridge Associates
Stephanie Mishler
Director, Product Information
Cohen & Steers
Stephen Simmons, CFA, FRM
Head of Data & Performance Reporting
H.I.G. Capital
Vicky Berke
Executive Director, Global Head of Business Development Services
Morgan Stanley Investment Management
Vijay Batavia, CFA, CPA
CFO Squad - Strategic Consultant
