--- title: Speakers PMCR 2025 description: Join industry experts at the FTF Performance Measurement & Client Reporting event in NYC on Feb 29, 2024. Network with 150+ peers. Register now! image: https://pages.ftfnews.com/hubfs/FTF_PerfMeasClientRep_Hubspot%20Image%20Updater.png --- [Skip to content](https://pages.ftfnews.com/our-speakers-0#main-content) [![ftf-logo](https://pages.ftfnews.com/hs-fs/hubfs/ftf-logo.jpg?width=184&height=85&name=ftf-logo.jpg "ftf-logo")](https://www.ftfnews.com/) - [Home](https://pages.ftfnews.com/ftf_performance_measurement_and_client_reporting) - Program - [2026 Agenda](https://pages.ftfnews.com/performance-measurement-and-client-reporting-agenda) - [Our Speakers](https://pages.ftfnews.com/our-speakers-0) - [Speak for Us](https://pages.ftfnews.com/speak-for-us-at-pmcr) - Sponsors - [Meet the Sponsors](https://pages.ftfnews.com/event-sponser-page-0) - [Become a Sponsor](https://pages.ftfnews.com/become-a-sponsor-2026) - [Content Hub](https://blog.ftfnews.com/performance-measurement-client-reporting-content) - About - [Meet the Advisory Board](https://pages.ftfnews.com/meet-the-advisory-board-0) - [Your Boss Will Say Yes (Just Ask!)](https://pages.ftfnews.com/get-your-managers-yes-to-attend-pmcr-2026) - [Location](https://pages.ftfnews.com/event-location-0) - [REGISTER NOW](https://pages.ftfnews.com/event-registration-2026) [REGISTER NOW AT THE PRE-AGENDA RATE!](https://pages.ftfnews.com/event-registration-2026?hsLang=en) ![PMCR 2026 website header\_meet the speakers](https://pages.ftfnews.com/hs-fs/hubfs/PMCR%202026%20website%20header_meet%20the%20speakers.jpg?width=2000&height=312&name=PMCR%202026%20website%20header_meet%20the%20speakers.jpg "PMCR 2026 website header_meet the speakers") ## OUR 2026 SPEAKER LINEUP 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. ![Alex Shafran headshot\_edited](https://pages.ftfnews.com/hubfs/Alex%20Shafran%20headshot_edited.jpg) ### Alex Shafran, CFA SVP, Head of Performance and Client Reporting #### Cohen & Steers ![Untitled design-3](https://pages.ftfnews.com/hubfs/Untitled%20design-3.png) ### Ambika D'Souza CSPO, CIPM Managing Director, Head of Client Reporting, Performance, and Data Operations #### Cambridge Associates ![Asha Cryan headshot\_edited](https://pages.ftfnews.com/hubfs/Asha%20Cryan%20headshot_edited.png) ### Asha B. Cryan, CFA, FSA Executive Director, AM Portfolio Analysis Group – Head of Performance Solutions and Alternatives #### J.P. Morgan Asset Management ![Becky Main 2020](https://pages.ftfnews.com/hubfs/Becky%20Main%202020.jpeg) ### Becky Main Manager, Client Reporting #### American Century Companies ![Brad Burgunder headshot](https://pages.ftfnews.com/hubfs/Brad%20Burgunder%20headshot.jpg) ### Brad Burgunder Client Relationship Manager #### Kurtosys ![Caitlin Kneram headshot\_edited](https://pages.ftfnews.com/hubfs/Caitlin%20Kneram%20headshot_edited.jpg) ### Caitlin Kneram Partner, Head of Reporting and Performance Analytics #### Fort Point Capital Partners ![Chandrakant Maheshwari](https://pages.ftfnews.com/hubfs/Chandrakant%20Maheshwari.png) ### Chandrakant Maheshwari Senior Model Validator #### Flagstar Bank ![Edited Headshots (1)](https://pages.ftfnews.com/hubfs/Edited%20Headshots%20(1).jpg) ### Christine Iannacone, CIPM Investment Senior Vice President, Head of Investment Performance Reporting and Analysis #### Prudential Financial ![Colleen Dunne headshot](https://pages.ftfnews.com/hubfs/Colleen%20Dunne%20headshot.png) ### Colleen Dunne Head of Americas and EMEA RFP & Global Databases #### Invesco ![Daniel\_Headshot\_1-2](https://pages.ftfnews.com/hubfs/Daniel_Headshot_1-2.jpg) ### Daniel Carey Head of Performance, North America #### Insight Investment ![Dan Gulko Guggenheim](https://pages.ftfnews.com/hubfs/Dan%20Gulko%20Guggenheim.jpg) ### Daniel Gulko, CFA, CIPM Head of Pricing and Performance #### Guggenheim Investments ![Whitley\_Daniel\_P.\_0001\_linkedIn](https://pages.ftfnews.com/hubfs/Whitley_Daniel_P._0001_linkedIn.jpg) ### Dan Whitley, CIPM Head of Product Data & Information #### Lord, Abbett & Co. ![Dawn Perry headshot\_edited](https://pages.ftfnews.com/hubfs/Dawn%20Perry%20headshot_edited.png) ### Dawn Perry Head of RFP North America, Senior Marketing Specialist #### Insight Investment ![Edward Kim headshot\_edited](https://pages.ftfnews.com/hubfs/Edward%20Kim%20headshot_edited.jpg) ### Edward Kim, CFA Investment Performance & Analytics Leader ![Evan Witkowski headshot](https://pages.ftfnews.com/hubfs/Evan%20Witkowski%20headshot.jpg) ### Evan Witkowski, CIPM Director, Institutional Relationships #### Wespath Institutional Investments ![Gabe Glass headshot-1](https://pages.ftfnews.com/hubfs/Gabe%20Glass%20headshot-1.jpg) ### Gabe Glass Senior Director, Americas Direct Real Estate Operations #### CBRE Investment Management ![George Findlay headshot](https://pages.ftfnews.com/hubfs/George%20Findlay%20headshot.jpg) ### George Findlay, CIPM Assistant Vice President, GIPS® Compliance & Performance Oversight #### State Street Investment Management ![Jan Deahl headshot\_edited](https://pages.ftfnews.com/hubfs/Jan%20Deahl%20headshot_edited.jpg) ### Jan Deahl Executive Director, Head of Marketing #### Drake Star ![Janine Seto-Moy headshot\_edited](https://pages.ftfnews.com/hubfs/Janine%20Seto-Moy%20headshot_edited.jpg) ### Janine Seto-Moy Senior Vice President - Investment Administration, Head of Client Reporting #### Cohen & Steers ![J.Kovak\_headshot](https://pages.ftfnews.com/hubfs/J.Kovak_headshot.jpg) ### Jason Kovak, CFA Vice President, Portfolio Analytics Product Management #### FactSet ![Jaya Samant-Lal headshot](https://pages.ftfnews.com/hubfs/Jaya%20Samant-Lal%20headshot.jpg) ### Jaya Lal Senior Director, Performance and Analytics #### Cambridge Associates ![Jed Schneider Lazard](https://pages.ftfnews.com/hubfs/Jed%20Schneider%20Lazard.jpg) ### Jed Schneider, CIPM, FRM Head of Client Performance Information Delivery #### Neuberger Berman ![Jennifer Laird headshot-1](https://pages.ftfnews.com/hubfs/Jennifer%20Laird%20headshot-1.jpg) ### Jennifer Laird, CAIA Managing Director, Global Head of Client Service #### Neuberger Berman ![Edited Headshots](https://pages.ftfnews.com/hubfs/Edited%20Headshots.png) ### Jennifer McCarthy Head of Institutional Services #### Polen Capital ![Jennifer Tsai headshot](https://pages.ftfnews.com/hubfs/Jennifer%20Tsai%20headshot.jpg) ### Jennifer Tsai Managing Director, Head of Client Services & Operations #### RBC Rochdale ![John Salagaj headshot](https://pages.ftfnews.com/hubfs/John%20Salagaj%20headshot.jpeg) ### John A. Salagaj VP, Client Experience #### J.P. Morgan Asset Management ![Edited Headshots-1](https://pages.ftfnews.com/hubfs/Edited%20Headshots-1.png) ### Jon Gaspar, CFA, CIPM Managing Director, Performance Measurement & Attribution #### SLC Management ![Jonathan Boersma headshot](https://pages.ftfnews.com/hubfs/Jonathan%20Boersma%20headshot.jpg) ### Jonathon Boersma Practice Lead, GIPS and Performance Regulation #### Meradia ![Josh Hilbert headshot](https://pages.ftfnews.com/hubfs/Josh%20Hilbert%20headshot.jpg) ### Josh Hilbert, CIPM Vice President #### Cohen & Steers ![Joshua OBrien headshot\_edited](https://pages.ftfnews.com/hubfs/Joshua%20OBrien%20headshot_edited.png) ### Joshua O'Brien, CFA Head of Client Solutions #### Strategic Investment Group ![DeSanctis Headshot](https://pages.ftfnews.com/hubfs/DeSanctis%20Headshot.jpeg) ### **Julia De Sanctis** Vice President, Sales Specialist, Middle Office Solutions #### **FactSet** ![Kamelia Dari headshot\_edited](https://pages.ftfnews.com/hubfs/Kamelia%20Dari%20headshot_edited.jpg) ### Kamelia Dari, CFA, CIPM Managing Director, Performance Measurement #### Reckoner Capital Management ![Kim Cash](https://pages.ftfnews.com/hubfs/Kim%20Cash.jpg) ### Kimberly Cash, CFA, CAIA, CIPM, CSCP Founding Partner #### Cascade Investment Compliance & Verification ![Larry Burns headshot\_edited](https://pages.ftfnews.com/hubfs/Larry%20Burns%20headshot_edited.jpg) ### Lawrence Burns Executive Director, Head of Investment Performance Reporting Operations #### Morgan Stanley Wealth Management ![Edited Headshots-1](https://pages.ftfnews.com/hubfs/Edited%20Headshots-1.jpg) ### Larry Molinelli VP, Head of Product Marketing #### Cohen & Steers ![Lea Augustine (1280 x 1280)](https://pages.ftfnews.com/hubfs/Lea%20Augustine%20(1280%20x%201280).png) ### Lea Augustine Director #### Cohen & Steers ![Len Peltzman](https://pages.ftfnews.com/hubfs/Len%20Peltzman.jpeg) ### Len Peltzman Managing Director, Head of Fixed Income Portfolio Risk and Analytics, Investments #### Guardian Life ![Lisa Roth Headshot 300ppi](https://pages.ftfnews.com/hubfs/Lisa%20Roth%20Headshot%20300ppi.jpg) ### Lisa Roth Director of Marketing Operations #### Pzena Investment Management ![Edited Headshots](https://pages.ftfnews.com/hubfs/Edited%20Headshots.jpg) ### Lorraine Tutovic, CIPM SVP, Performance Analytics #### Cohen & Steers ![Marcus Altarejos headshot\_edited](https://pages.ftfnews.com/hubfs/Marcus%20Altarejos%20headshot_edited.jpg) ### **Marcus Altarejos** Senior RFP Writer #### Virtus Investment Partners ![Marcus Klostermeyer headshot\_edited](https://pages.ftfnews.com/hubfs/Marcus%20Klostermeyer%20headshot_edited.png) ### Marcus Klostermeyer Senior Vice President, Head of Client Reporting #### Neuberger Berman ![Mark Rothermel Headshot\_edited](https://pages.ftfnews.com/hubfs/Mark%20Rothermel%20Headshot_edited.jpg) ### Mark Rothermel Vice President and Director, Investment Performance Analysis - Operations #### T. Rowe Price ![Mary Qu headshot\_edited](https://pages.ftfnews.com/hubfs/Mary%20Qu%20headshot_edited.jpg) ### Mary Qu, CIPM Global Head of Performance Measurement #### AllianceBernstein ![Megan Byrne headshot](https://pages.ftfnews.com/hubfs/Megan%20Byrne%20headshot.jpg) ### Megan Byrne Head of Institutional Client Account Management #### Invesco ![Melissa LaChance headshot](https://pages.ftfnews.com/hubfs/Melissa%20LaChance%20headshot.jpg) ### Melissa LaChance Managing Director, Head of UX Design and Research #### Morgan Stanley ![Michael Beck headshot](https://pages.ftfnews.com/hubfs/Michael%20Beck%20headshot.jpg) ### Michael Beck, CIPM, CAIA, CFP(R) Consultant ![Michael Dugan headshot\_edited](https://pages.ftfnews.com/hubfs/Michael%20Dugan%20headshot_edited.jpg) ### Michael Dugan Director, Institutional Client Service #### Virtus Investment Partners, Inc. ![Michael Margulis-Dec-14-2023-02-36-21-8683-PM](https://pages.ftfnews.com/hubfs/Michael%20Margulis-Dec-14-2023-02-36-21-8683-PM.jfif) ### Michael Margulis Vice President, Investment Performance & Analytics #### Ameriprise Financial ![Nadine Kawkabani headshot\_edited](https://pages.ftfnews.com/hubfs/Nadine%20Kawkabani%20headshot_edited.jpg) ### Nadine Kawkabani Vice President, Senior Director, Global Distribution Business Strategy #### MFS Investment Management ![Namrata Shah headshot\_edited](https://pages.ftfnews.com/hubfs/Namrata%20Shah%20headshot_edited.jpg) ### Namrata Shah AWS Hero ![Nathan VP NEW](https://pages.ftfnews.com/hubfs/Nathan%20VP%20NEW.jpeg) ### Nathan van Moppes, CIPM, CAIA Manager of Performance and Investment Reporting #### 1199SEIU Benefit and Pension Funds ![Nichole Graveen headshot\_edited](https://pages.ftfnews.com/hubfs/Nichole%20Graveen%20headshot_edited.jpg) ### Nichole Graveen SVP, Head of Operations #### Ariel Investments ![Nick Padgen\_570x570](https://pages.ftfnews.com/hubfs/Nick%20Padgen_570x570.jpg) ### Nick Padgen Principal, Head of Operations #### Pzena Investment Management ![Pam Everett headshot\_edited](https://pages.ftfnews.com/hubfs/Pam%20Everett%20headshot_edited.jpg) ### Pamela Everett Executive Director, Client Reporting #### Morgan Stanley Wealth Management ![Patrick McKenna - Chief Commercial Officer](https://pages.ftfnews.com/hubfs/patrick_mckenna.jpeg) ### Patrick McKenna Chief Commercial Officer #### Kurtosys ![Peter DOnofrio headshot\_edited](https://pages.ftfnews.com/hubfs/Peter%20DOnofrio%20headshot_edited.png) ### Peter D'Onofrio, CAIA SVP, Chief Administrative Officer, Global Institutional Client Group #### Neuberger Berman ![Rob Langrick headshot\_edited](https://pages.ftfnews.com/hubfs/Rob%20Langrick%20headshot_edited.png) ### Rob Langrick, CFA, CIPM Chief Product Advocate #### CFA Institute ![Samantha King headshot\_edited](https://pages.ftfnews.com/hubfs/Samantha%20King%20headshot_edited.jpg) ### Samantha King Executive Director, Head of Portfolio Analytics #### Global Real Estate - J.P. Morgan Asset Management ![Sarah Metroff headshot\_edited](https://pages.ftfnews.com/hubfs/Sarah%20Metroff%20headshot_edited.jpg) ### Sarah Metroff Marketing Manager, Investments #### Wespath Benefits and Investments ![Shankar\_Edited](https://pages.ftfnews.com/hubfs/Shankar_Edited.jpg) ### Shankar Venkatraman CFA, FRM Vice President, Global Head of Investment Performance and Reporting #### American Century Investments ![Sheetal Joshipura\_Matthews\_Asia](https://pages.ftfnews.com/hubfs/Sheetal%20Joshipura_Matthews_Asia.jpg) ### Sheetal Joshipura Head of Client Services #### Matthews Asia ![Stephanie Brown-1](https://pages.ftfnews.com/hubfs/Stephanie%20Brown-1.png) ### Stephanie Brown Vice President, Business Analyst #### Glenmede Trust ![Stephanie Grimes headshot\_edited](https://pages.ftfnews.com/hubfs/Stephanie%20Grimes%20headshot_edited.jpg) ### Stephanie Grimes Senior Director, Client Data and Reporting #### Cambridge Associates ![Stephanie Mishler headshot](https://pages.ftfnews.com/hubfs/Stephanie%20Mishler%20headshot.png) ### Stephanie Mishler Director, Product Information #### Cohen & Steers ![Stephen Simmons headshot\_edited](https://pages.ftfnews.com/hubfs/Stephen%20Simmons%20headshot_edited.png) ### Stephen Simmons, CFA, FRM Head of Data & Performance Reporting #### H.I.G. Capital ![Vicky Berke headshot](https://pages.ftfnews.com/hubfs/Vicky%20Berke%20headshot.jpg) ### Vicky Berke Executive Director, Global Head of Business Development Services #### Morgan Stanley Investment Management ![Vijay Batavia headshot](https://pages.ftfnews.com/hubfs/Vijay%20Batavia%20headshot.jfif) ### Vijay Batavia, CFA, CPA CFO Squad - Strategic Consultant --- ## SPONSORS & EXHIBITORS [![FactSet](https://39616650.fs1.hubspotusercontent-na1.net/hub/39616650/hubfs/FactSet_Logo_RGB_Cyan-2-1-1.png?width=1200&length=1200&name=FactSet_Logo_RGB_Cyan-2-1-1.png)](https://www.factset.com/) [![kurtosys](https://39616650.fs1.hubspotusercontent-na1.net/hub/39616650/hubfs/kurtosys-reversed-primary-logo__5_-1.png?width=1200&length=1200&name=kurtosys-reversed-primary-logo__5_-1.png)](https://www.kurtosys.com/) [![Cascade Compliance](https://39616650.fs1.hubspotusercontent-na1.net/hub/39616650/hubfs/Cascade%20Compliance-logo-1.png?width=1200&length=1200&name=Cascade%20Compliance-logo-1.png)](https://www.cascadecompliance.com/) [![Meradia](https://39616650.fs1.hubspotusercontent-na1.net/hub/39616650/hubfs/Meradia_logo_tag_color_300dpi-1.png?width=1200&length=1200&name=Meradia_logo_tag_color_300dpi-1.png)](https://meradia.com/) [![CFA Institute](https://39616650.fs1.hubspotusercontent-na1.net/hub/39616650/hubfs/CFA-Institute-logo-registered-RGB.png?width=1200&length=1200&name=CFA-Institute-logo-registered-RGB.png)](https://www.cfainstitute.org/) - [Privacy policy](https://www.ftfnews.com/privacy/) - [Terms and conditions](https://www.ftfnews.com/terms/) [facebook-f icon](https://www.facebook.com/FinancialTechnologiesForum/) [linkedin-in icon](https://www.linkedin.com/company/financial-technologies-forum) [Twitter icon](https://twitter.com/FTFnews) [instagram icon](https://www.instagram.com/ftf_news/)