Skip to content

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



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

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

Joe Kavanagh

Joe Kavanagh

Head of Performance and Risk Analysis

KBI Global Investors

Female-Silhouette-Greys-RD5-1-300x300

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

Jed Schneider

Jed Schneider 

Head of Performance Reporting

Lazard 

Alex Shafran

Alex Shafran

SVP, Performance Analytics & Client Reporting

Cohen & Steers

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

BECOME A SPONSOR