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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. 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. 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.  | Organizations You'll meet professionals from: Asset Managers Family Offices Wealth Managers OCIOs Pension Funds Investment Consultants Endowments & Foundations Technology & Solution Providers Insurance Investment Organizations | Roles And across roles including: Performance Measurement Data & Analytics Client Reporting Technology Client Services Product Management RFP & Business Development Operations Leadership Investment Operations | | --- | --- | What Makes PMCR Different? ## Designed by Practitioners. Built for You. PMCR brings together professionals across performance measurement, client reporting, client services, operations, data and technology to solve real challenges, share what works and move the industry forward. 170+ Senior Industry Professionals 80% Buy-Side Firms in Attendance 95% Would Recommend PMCR 30+ Expert-Led Sessions ### 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. ### Conversations Continue Outside the Session Rooms Some of the best ideas happen over coffee, during breaks and at the cocktail reception. PMCR intentionally creates opportunities to connect with peers, compare approaches and discuss common challenges in a relaxed setting. ### Built Around Your Role Customize your experience by choosing sessions most relevant to your responsibilities. Performance Measurement Client Reporting RFP & Client Services Artificial Intelligence Technology & Automation Data Management Analytics Operations Leadership ### 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 - Social opportunities designed to continue the discussion ## 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 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.            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. 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. Join the PMCR Community Come with questions. Leave with solutions. March 17–18, 2027 New York City November 2027 London, UK [Start Planning Your PMCR Experience](https://pages.ftfnews.com/event-homepage-pmcr-2027?hsLang=en) - [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/)