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.
View Presentation

9:15 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

10:00 am

Standards Update

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

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:
Robert Mansmann, Olmstead Associates, Inc.

Panelists:
Joe McDonagh, CFA, Manager, Performance Measurement,
Eagle Investment Systems
Rajiv Ohri, Business Analyst,
Citi
Mark McQueeney, CFA
Barclays Capital

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:
Philip Lawton, Senior Analyst,
Aite Group
View Presentation

Speakers:
Rajiv Ohri, Business Analyst,
Citi
Craig Martin, CIPM, Client Performance Reporting Supervisor,
Brown Advisory
Raymond L. H. Murphy, III, CFA, Vice President,
State Street 

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
Keith Amato, Global Head of Performance,
Pinebridge Investments
Bernie Litzinger, Director, Performance Analytics,
Mackay Shields LLC

2:00 pm

Performance Ready Data

As performance systems have evolved, so has the demand for more detailed level security information. Concurrently, benchmark data providers have responded to industry requirements with new methodologies that are invariably more complex. In order to maintain industry compliance and reduce reputational risk, organizations must have the ability to manage data issues proactively and on a daily basis. Herein lies the challenge to manage performance systems and data.

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

2:35 pm

Networking Break with Exhibitors

2:50 pm

Statistical Implications of Performance Measurement
- Common performance metrics and their relative strengths and weaknesses
- How much time is needed to evaluate managers performance with a high- degree of statictical confidence? (HINT: Not as much as commonly thought)
-What are the latest research break-throughs in investment performance evaluations?

Speaker:
Irene Aldridge, Managing Partner,
Able Alpha Trading
View Presentation

3:25 pm

Risk and Performance

Moderator:
Phil Sindel, President,
Olmstead Associates, Inc. 

Panelists:
Christophe Volard, COO,
BI-SAM
View Presentation
Philip Lawton, Senior Analyst,
Aite Group
View Presentation

4:10 pm

Conference Adjourns