WHAT'S TAKING SHAPE FOR 2027
We don't recycle agendas from year to year.
Each PMCR program is developed with our Advisory Board and industry practitioners around the challenges, priorities and questions that matter most to their work (and yours) right now.
For 2027, the focus is on how firms are approaching these issues: the decisions they're making, what's working, where challenges remain and what they're learning along the way.
Every session is built around one question: what problem are you solving?
A CLOSER LOOK AT WHAT'S IN DEVELOPMENT...
PMCR 2027 will feature three dedicated conference streams, plus general sessions that put all three in the same room. Explore each area below for an early look at the topics and discussions in development.
GENERAL SESSIONS
Controls on the data, transformation, and report itself — who owns each layer and how issues are caught before they reach the client.
Governance councils, decision rights, what gets approved centrally, and how firms are handling people using AI tools without telling anyone. Plus, the skills teams need next.
Who owns what, where information travels, and what it takes to build a common taxonomy across functions.
Specs, testing, maintenance, and the bigger question: who keeps the homegrown system running after the people who built it have moved on?
Benchmarking against peers, client feedback, formal surveys. How teams measure their own effectiveness and prove it inside the firm.
What a good vendor relationship looks like, who sets the roadmap, and what happens to clients when two providers merge.
PERFORMANCE MEASUREMENT
Multi-asset and fixed income, the drift problems in between, and where AI might bring the analytics together.
Preliminary vs. final data, timing, benchmarking, and products that mix public and private.
What firms implemented and what it returned. What failed and why.
Multi-year planning across systems, people, services and outsourcing—with perspectives from firms taking different paths based on their size, structure, and priorities.
How asset owners, consultants and managers evaluate skill, and what changes when both the questions and the answers are AI-generated.
CLIENT REPORTING
What clients use, what they ignore, and how adoption happens. Self-service looks very different in wealth than in institutional.
Where firms get it wrong, how much is too much for one page, and why some clients want the chart while others just want the numbers—with visual templates of what works and what doesn’t.
Where AI is drafting or reviewing what goes to clients, and the controls firms built around it.
What changes when alts move into wealth — institutional vs. wealth needs, delayed data, and explaining timing to clients.
How firms decide what's material enough to resend, who makes that call, and what the client hears.
Who decides what belongs in a report, how enhancements get prioritized, and how reports stay consistent with the website, the presentation and the marketing deck.
Commentary usually isn't written by the reporting team. How it gets created, reviewed and reused across channels.
Meeting increasingly specific client needs without building a manual process you can't sustain.
RFP, CLIENT SERVICES & MARKETING
How firms scale without doubling headcount. Intake, assignment, document parsing, and the administrative work the AI coverage skips.
Routing, extraction, source accuracy, and where experienced writers still matter most.
A $5 million fund investment and a $1 billion separate account don't get the same treatment — how firms decide, and how large and small managers differ.
Realigning responsibility to the right stakeholders so RFP teams stop working as data collectors.
Keeping answers and underlying data current and trusted across RFPs, DDQs, databases and client requests.
FIRST LOOK AT THE pmcr 2027 AGENDA
BEYOND THE SESSIONS
Panels are one part of PMCR. The other half of the program includes more direct conversations, strategic networking and things you can actually use when you get back to the office.
VIP sessions: Thirty-minute leadership discussions on hyper-focused topics.
VIP Lounge: Somewhere to keep going when a session ends and you're not done talking.
Peer-to-peer workshops: Two per stream. Closed-door benchmarking with people who do your job at other firms.
Strategic networking: Several formats built around who you'd actually benefit from meeting — peers at firms like yours, people from firms nothing like yours, and connections across roles and seniority levels, not just whoever happens to be across the room.
Practical takeaways: Templates, frameworks and working examples you can put to use right away.
Two full days of sessions, plus a cocktail reception at the close of each.
First access pricing is available now until September 18, before the agenda is published.