Home
Program
- Event Agenda - NYC
- Speak For Us
Sponsors
- Become a Sponsor
Content Hub
About
REGISTER NOW

The Only Dedicated Performance, Client Reporting, and Client Services Event in North America.

Join senior professionals from asset managers, wealth managers, pension funds, endowments, foundations, insurance investment organizations, family offices, consultants and technology providers for two days of practical education, peer discussions and meaningful networking.

Whether your focus is performance measurement, client reporting, client services, technology, data or AI, PMCR delivers practical strategies from professionals doing the work every day.

PMCR Begins In...

Why Attend PMCR New York?

Learn from Industry Practitioners: Every session is developed alongside the PMCR Advisory Board and presented by experienced professionals sharing practical implementation strategies—not sales presentations or theoretical concepts.
Build Your Network: Meet professionals from leading investment organizations who are solving the same operational challenges you face every day.
Customize Your Experience: Choose from three dedicated learning streams while exploring cross-functional topics including AI, technology, data management, reporting, operations and leadership.
Leave with Practical Ideas: Every session is designed to provide actionable insights you can bring back to your organization.

Agenda at a glance

The Full Agenda Is Coming Soon!

Be among the first to see the complete agenda and speaker lineup when it's released.

Notify Me When the Agenda Drops

Here's a preview of what You CAn Expect at PMCR 2027:

30+ Educational Sessions
Three Dedicated Learning Streams
Interactive Peer Workshops
VIP Perks

Networking Breakfasts & Lunches
Welcome Cocktail Reception
Live Product Demonstrations
PMCR Event App

Meet the industry leaders helping to shape pmcr

Additional industry leaders will be joining our Advisory Board. Stay tuned for more announcements in the coming weeks.

Hear what past attendees have to say

"PMCR is premier in terms of networking and the dissemination of information, ideas, and trends."

Hermann Lara

Enterprise Sales Director
Confluence

"It's a great format. Having people talk to each other in real time is so much more digestible than having someone talk at me for every session."

Kimberly Cash, CFA, CAIA, CIPM, CSCP

Founding Partner
Cascade Investment Compliance & Verification

"One of the things I really love about this conference is instead of chairs sitting in rows, there's tables, and it's all about the interaction between the attendees."

Jeffrey Goodman

VP, Director - Americas Reporting Sales
FactSet

"Coming to PMCR will give you a lot of valuable perspectives on how to aspire to do things in a better way."

Pamela Everett

Executive Director, Client Reporting
Morgan Stanley Wealth Management

"I really enjoyed participating in this year's event. Thank you for all the work you put into making it happen."

Crystal Phipps

Vice President, Trust Operations Manager
Frost Bank

"This was one of the best events I've attended."

Mary Qu

Vice President
AllianceBernstein

"PMCR is one of the few dedicated forums focused on performance, analytics, reporting, and client servicing within financial services. It is grounded in reality, addressing actual challenges and sharing practical solutions through real experience and industry know-how."

Vijay Batavia, CFA, CPA

CFO Squad - Strategic Consultant

"Diverse and relevant agenda for professionals in the Performance & Client Reporting fields. Great place for networking."

Ambika D'Souza CSPO, CIPM

Managing Director, Head of Client Reporting, Performance, and Data Operations
Cambridge Associates

"Solid gathering of performance and analytics professionals with a great opportunity to make connections and network. The sessions are interactive and cover practical topics."

Michael Margulis

Vice President, Investment Performance & Analytics
Ameriprise Financial

"This is a really insightful event to attend. The people in the room have real-life experience and are open to sharing what their current challenges are and what it is they are working on. It's also a really great networking event."

Amy Bourdeau

Managing Director
Blueprint GRC

10 of 10

READY TO EXPERIENCE PMCR FOR YOURSELF?

You've seen the highlights. Now join us in New York for PMCR 2027.

Registration is now open.

SPONSORS & EXHIBITORS

Leading software & solution providers will be joining us again in 2027. Stay tuned.

Why Attend PMCR New York?

Agenda at a glance

Here's a preview of what You CAn Expect at PMCR 2027:

Meet the industry leaders helping to shape pmcr

Alex Shafran, CFA

SVP, Performance Analytics & Client Reporting

Cohen & Steers

Michael Margulis

Vice President and Officer, Investment

Performance & Analytics

Ameriprise Financial

Pamela Everett

Executive Director

Morgan Stanley Wealth Management

Vicky Berke

Executive Director

Morgan Stanley Investment Management

Additional industry leaders will be joining our Advisory Board. Stay tuned for more announcements in the coming weeks.

Hear what past attendees have to say

READY TO EXPERIENCE PMCR FOR YOURSELF?

You've seen the highlights. Now join us in New York for PMCR 2027.

SPONSORS & EXHIBITORS

Why Attend PMCR New York?

Agenda at a glance

Here's a preview of what You CAn Expect at PMCR 2027:

Meet the industry leaders helping to shape pmcr

Alex Shafran, CFASVP, Performance Analytics & Client Reporting

Cohen & Steers

Michael MargulisVice President and Officer, Investment

Performance & Analytics

Ameriprise Financial

Pamela Everett

Executive Director

Morgan Stanley Wealth Management

Vicky BerkeExecutive Director

Morgan Stanley Investment Management

Additional industry leaders will be joining our Advisory Board. Stay tuned for more announcements in the coming weeks.

Hear what past attendees have to say

READY TO EXPERIENCE PMCR FOR YOURSELF?

You've seen the highlights. Now join us in New York for PMCR 2027.

SPONSORS & EXHIBITORS

Alex Shafran, CFA

SVP, Performance Analytics & Client Reporting

Michael Margulis

Vice President and Officer, Investment

Vicky Berke

Executive Director