Algonquin Advisor

Alinda Capital Partners

AllianceBernstein

Allianz Global Investors Capital

Artio Global

Atlanta Capital Management Co.

Auda International

Avenue Capital

Babson Capital Management

BNP Paribas Asset Management

Brown Advisory

Columbus Circle Investors

Commonwealth Capital Corp.

Corbin Capital Partners

Credit Suisse Asset Management

Deutsche Asset Management

Edgewood Partners

General Motors Asset Mgmt

HIMCO

Highmount Capital

Lord Abbett

Mason Investment Advisory Svcs

Mathews International Capital Mgmt

MetLife

Och Ziff Capital Management Group

Oppenheimer Asset Mgmt

Optima Fund Management

Permanens Capital

PIMCO

Reaves Asset Management

SkyView Investment Advisors

T. Rowe Price Investment

TIAA-CREF

Troika Dialog Asset Management

W.R. Huff Asset Management

Wise Wealth Management

8:15 am

Registration and Breakfast with Exhibitors

9:00 am

Chairperson’s Opening Remarks

Phil Sindel, President,
Olmstead Associates, Inc. 

9:15 am

Keynote Address: Outsourcing and Performance Measurement

Due to the recent financial crisis, many investment managers are looking to reduce expenses by outsourcing their operations that includes performance and reporting.  How does an organization still maintain accuracy and quality in an outsourced environment?

9:45 am

Regulation and Performance Reporting

New regulations are swirling around that affect everything from disclosures to valuations.  Where are the impacts to performance calculations and reporting?  What are the most likely to find their way into law?

Moderator:
Abraham Wons, President,
A. Won & Associates LLC

Panelists:
Rick McCarthy, Managing Director, Americas,
DST Global Solutions
Thomas Elwood, VP & General Counsel,
Greylock Capital Management LLC
Jeff Feeney, Senior Vice President,
The Northern Trust Company

10:30 am

Networking Break with Exhibitors

10:45 am

Performance Technology Update

Our distinguished panel will review what the priority items on their development plate for the coming year.  They will give us insight to client demands, regulatory requirements and their own research to explain what is driving these priorities.

Moderator:
Olmstead Associates, Inc., TBD 

11:30 am

Performance Organizations and the Rise of the Middle Office

More and more organizations have adopted the concept of the middle office.  While different interpretations exist for what functions are included in the middle office, it is likely that performance and reporting will be found there.  What implications does this have on how performance and reporting will be organized as part of the middle office and where are the risks?

Moderator:
Phil Lawton, Senior Analyst,
Aite Group

Speakers:
Rajiv Ohri, Business Analyst,
Citi

12:15 pm

Lunch Break with Exhibitors

1:15 pm

Multi-Asset Class Performance

These days many investment managers are pursuing complex strategies that involve multiple asset classes including derivatives.  Does this trend have an impact on the approach to performance measurement?  If the purpose of some of these strategies is to mitigate risk how does risk adjustment factor into the equation?

Moderator:
Timothy Peterson, CFA, CAIA, CIPM, Partner,
Ashland Partners & Company LLP

Panelists:
Russ D. Glisker, Partner,
Ariadne Associates, LLC

2:00 pm

Data Management

A lot of discussion has been had about creating enterprise wide data where there is a “gold copy” of key security and pricing data that is used by everyone throughout the organization.  This also includes creating a “data stewardship” function that has control and responsibility for the obtaining, scrubbing and releasing of the data.  How do you integrate this concept with your performance measurement function?

Speaker:
Steve O'Brien, Executive Vice President,
RIMES

2:45 pm

Networking Break with Exhibitors

3:00 pm

Standards Update

Speaker:
Arin Stancil, CFA, CIPM, Vice President,
Senior Compliance Officer, PIMCO 

3:45 pm

Risk and Performance

4:30 pm

Conference Adjourns