REGISTER NOW\](https://no-cache.hubspot.com/cta/default/39616650/interactive-218634445952.png)](https://pages.ftfnews.com/hs/cta/wi/redirect?encryptedPayload=AVxigLLcJ1CcHStYxjHTLpSnJ65pwqrI0avlea7Vy5ZqXbazowdViJupnY9Bbbzn16QJvEWZFQ1nrzjb3klmCcRPi1%2BEoHyI6yixyz0Viti46aiHV4b2M4pp6Y2zT6a96wbC5105Hwy5l7mfvjTeBVds5Y6l2DefdqqoAK3ym08Xg5gS2UiS5VhJVTOnsOxO8gXppIBCW4wYlTNx%2FIX4AglQ0RHx%2FQ%3D%3D&webInteractiveContentId=218634445952&portalId=39616650&hsLang=en) * \*Get one of the lowest rates of the year through October 30th.* ## Countdown to PMCR 2027 ## 2026 Highlights **0** Attendees **0** Buy-Side Firms **0** Director-Level & Senior **0** Would Recommend PMCR **0** Rated Networking Excellent The PMCR Difference Built by Practitioners Every discussion is developed alongside the PMCR Advisory Board and experienced industry professionals to ensure the conversations are timely, relevant and grounded in real-world experience. Real Conversations Engage in candid discussions with peers who understand the same challenges you face every day. PMCR is designed to encourage the open exchange of ideas, experiences and perspectives—not sales presentations or product pitches. Practical Solutions Explore dedicated content streams and cross-functional discussions covering AI, technology, data, reporting, operations and leadership, led by professionals solving the same challenges you face every day. Meaningful Connections Build lasting relationships with professionals across performance measurement, client reporting, client services, investment marketing, RFPs and technology. Expand your professional network through conversations that continue long after the conference ends. Actionable Takeaways Leave with practical ideas, fresh perspectives and proven strategies you can apply immediately and bring back to your team and organization. # WHAT TO EXPECT AT PMCR 2027 ## BUILDING The agenda We’re working with our Advisory Board to build an agenda around the issues firms are tackling right now. ## Topics Taking Shape — AI Use Cases, Governance & ROI — Quality Control End to End — Attribution, Risk & Advanced Analytics — Private Markets Performance & Attribution — Client Experience, Portals & Adoption — Visualization & Interactive Reporting — RFP & DDQ Capacity, Workflow & Prioritization **And that's just a preview.** There's more in development. [](https://pages.ftfnews.com/hs/cta/wi/redirect?encryptedPayload=AVxigLLi6bQ5SxhiPHO%2Fg3qaJYPVxNWWBadUZAmYHZ2GMitESm1thRyYrD37dfJgu75yUSWVOFqdYfSrKwaAW%2B923VespZvZRMaAUBg8VmhhvViqyNrsOV1Q3YxuJeThDDL8eGcRww5Nb5w9NgPMKIHeCaPQ2EJKlG1Fod7pE3WMVyPtP5p%2BtawdokyHqDcuQg%3D%3D&webInteractiveContentId=218777857859&portalId=39616650&hsLang=en)  # YOUR PMCR EXPERIENCE INCLUDES | ✓ 30+ Practical Sessions ✓ Three Dedicated Learning Streams ✓ Interactive Peer Workshops ✓ Cross-Functional Discussions ✓ Live Product Demonstrations | ✓ Networking Breakfasts & Lunches ✓ Welcome Reception & PMCR Happy Hour ✓ Meaningful Peer Networking ✓ PMCR Event App ✓ Post-Event Session Materials | | --- | --- | ## MEET THE ADVISORY BOARD SHAPING PMCR 2027 -  ### Alex Shafran, CFA *SVP, Performance* ### *Analytics &* ### *Client Reporting* ### Cohen & Steers -  ### Christine Iannacone, CIPM *Investment Senior* ### *Vice President, Head* ### *of Investment Performance* ### *Reporting and Analysis* #### Prudential Financial -  ### Dan Whitley, CIPM *Head of Performance,* ### *Product Data* ### *& Information* #### Lord, Abbett & Co. LLC -  ### Michael Margulis *Vice President and* ### *Officer, Investment* ### *Performance & Analytics* #### Ameriprise Financial -  ### Nadine Kawkabani *Global Business Strategy* ### *and AI Senior Director;* ### *Vice President* #### MFS Investment #### Management -  ### Pamela Everett ### *Executive Director, Head* ### *of Client Reporting Strategy* #### 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  "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 3 of 10 ## More Than a Conference. A Community. ### Watch the 2026 highlights to see PMCR in action. Then join us in New York March 17-18. Registration is now open. [](https://pages.ftfnews.com/hs/cta/wi/redirect?encryptedPayload=AVxigLLcJ1CcHStYxjHTLpSnJ65pwqrI0avlea7Vy5ZqXbazowdViJupnY9Bbbzn16QJvEWZFQ1nrzjb3klmCcRPi1%2BEoHyI6yixyz0Viti46aiHV4b2M4pp6Y2zT6a96wbC5105Hwy5l7mfvjTeBVds5Y6l2DefdqqoAK3ym08Xg5gS2UiS5VhJVTOnsOxO8gXppIBCW4wYlTNx%2FIX4AglQ0RHx%2FQ%3D%3D&webInteractiveContentId=218634445952&portalId=39616650&hsLang=en) PMCR 2027 SPONSORS  [](https://www.responsive.io/)  - [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/)