WHAT TO EXPECT AT PMCR
Whether this is your first PMCR or your fifteenth, you'll quickly discover that it's unlike most industry conferences.
PMCR was built by practitioners for practitioners. That means practical conversations instead of sales pitches, accessible speakers instead of keynote celebrities, and a community that's genuinely interested in helping one another solve real-world challenges.
For two days, you'll learn, share ideas, meet peers facing the same challenges, and leave with practical strategies you can put into action immediately.
More Than a Conference—A Community
One of the things attendees mention most often isn't just the content—it's the people.
PMCR has built a reputation for creating an environment where conversations continue long after the sessions end. Speakers stay after presentations to answer questions. Attendees openly share what's working (and what isn't) inside their organizations. Sponsors participate as part of the conversation rather than simply exhibiting products.
Whether you're attending alone or with colleagues, you'll quickly find yourself surrounded by professionals who understand your day-to-day challenges and are happy to share their experiences.
what attendees love about pmcr
Confluence
Cascade Investment Compliance & Verification
FactSet
WHO YOU'LL MEET
PMCR brings together professionals from across the investment management industry who share one thing in common: they're responsible for delivering accurate data, meaningful reporting and exceptional client experiences.
You'll meet professionals from:
- Asset Managers
- Wealth Managers
- Pension Funds
- Endowments & Foundations
- Insurance Investment Organizations
- Family Offices
- OCIOs
- Investment Consultants
- Technology & Solution Providers
And across roles including:
- Performance Measurement
- Client Reporting
- Client Services
- RFP & Business Development
- Investment Operations
- Data & Analytics
- Technology
- Product Management
- Operations Leadership
Whether you're looking for a peer who's solved a challenge similar to yours, a new technology partner or simply someone to exchange ideas with, you'll find yourself among professionals who understand the work you do every day.
YOUR PMCR EXPERIENCE
Before You Arrive
A few weeks before the conference you'll receive access to the PMCR Event App where you can:
- Build your personalized agenda
- View speaker and attendee profiles
- Connect with fellow attendees before the event
- Schedule meetings
- Receive event updates
- Participate in live polls and Q&A
- Receive important conference announcements
Day One
- Registration and breakfast networking
- Conference welcome
- Educational sessions across three dedicated learning streams
- Networking breaks
- Lunch with attendees, speakers and sponsors
- Interactive peer-to-peer workshops
- Welcome Cocktail Reception
Day Two
- More educational sessions
- Additional networking opportunities
- Interactive workshops
- Product demonstrations
- Closing sessions packed with practical takeaways you can implement immediately
WHAT MAKES PMCR DIFFERENT
Practitioner-Led Content
Every session is developed alongside our Advisory Board and presented by professionals who work in performance measurement, client reporting, client services, operations and investment management every day.
They're sharing what actually works—not theoretical concepts.
Built Around Your Role
Customize your experience by choosing sessions most relevant to your responsibilities across topics such as:
- Performance Measurement
- Client Reporting
- RFP & Client Services
- Artificial Intelligence
- Technology & Automation
- Data Management
- Analytics
- Regulatory Developments
- Operations Leadership
Conversations Continue Outside the Session Rooms
Some of the best ideas happen over coffee, during networking breaks and at the cocktail reception.
PMCR intentionally builds plenty of opportunities to connect with peers, compare approaches and discuss common challenges in a relaxed setting.
Interactive Learning
PMCR isn't just presentations.
You'll participate in:
- Peer-to-peer workshops
- Live product demonstrations
- Audience Q&A
- Panel discussions
- Interactive conversations
- Networking designed to continue the discussions beyond the session rooms
MAKING THE MOST OF YOUR PMCR EXPERIENCE
A few tips from returning attendees:
✔ Download the PMCR Event App before arriving.
✔ Review the agenda in advance and build your personalized schedule.
✔ Introduce yourself during networking breaks—everyone is there to meet peers.
✔ Don't skip the Welcome Cocktail Reception.
✔ Visit sponsors between sessions to learn about new solutions and emerging technologies.
✔ Stay after presentations. Many of the best conversations happen once the formal session ends.
✔ Exchange contact information with the people you meet. Many attendees build professional relationships that continue long after PMCR concludes.
FREQUENTLY ASKED QUESTIONS
I've never attended PMCR before. Will I know anyone?
Many attendees come to PMCR on their own. Between the event app, networking breaks, workshops, receptions and interactive sessions, it's easy to meet professionals with similar responsibilities and interests.
Is PMCR more technical or strategic?
Both. Sessions range from technical implementation discussions and operational best practices to leadership, technology, regulatory developments and industry trends. You can build an agenda that matches your role and experience level.
Can I attend sessions from different tracks?
Absolutely. You're free to move between learning streams throughout the event and customize your experience based on the topics that interest you most.
Is there time to network?
Yes. Networking is intentionally built into the event through breakfasts, networking breaks, lunches, workshops, receptions and the PMCR Event App.
What should I wear?
Business or business casual attire is appropriate throughout the conference.
Will presentation materials be available after the event?
Where available and approved by speakers, presentation materials and additional resources will be shared with attendees following the conference.
WE CAN'T WAIT TO WELCOME YOU
Every year, professionals return to PMCR not only because of the content, but because of the relationships they build and the ideas they bring back to their organizations.
Whether you're looking to improve processes, discover new technologies, learn from experienced practitioners or connect with peers who understand your challenges, you'll find yourself in good company.
We look forward to welcoming you to PMCR.