Performance Measurement

3rd Annual Performance Measurement

March 24, 2010

Bayards, One Hanover Square, New York, NY

CPE Credits: 7.0

If you are a Chief Investment Officer of a buy-side firm and are intersted in obtaining a complimentary pass, please send a request through our Contact Us page.

Join Your Peers From

AIG Asset Management	Alpine Woods Capital Investors, LLC
Bank of Canada	Beck, Mack & Oliver LLC
Bennett Lawrence Mgmt, LLC	Brandywine Global Investment Mgmt, LLC
Brookfield Investment Mgmt. Inc	Broadfin Capital, LLC
Clarivoyance Capital Advisors Pte. Ltd	Credit Suisse Alternative Capital
Davis Capital Mgmt, LLC	DuPont Capital Mgmt.
EM Capital Management, LLC	Five Mile River Investment Management, LLC.
GTO - Deutsche Asset Management	HGK Asset Management, Inc
Highbridge Capital Mgmt.	Highline Capital Management, LLC
Legal & General Investment Mgmt America	Lord, Abbett & Co. LLC
Lountzis Asset Management, LLC	Matthews International Capital Mgmt.
MetLife	Northern Trust Global Investments
NRRIT	OppenheimerFunds, Inc
Paloma Partners	PineBridge Investments
Prudential	Select Equity Group, Inc.
T. Rowe Price Group	TIAA-CREF
W.R. Huff Asset Management	Wafra Investment Advisory Group, Inc.
Wilshire Associates

9:00	Chairperson's Opening Remarks Ronald Olmstead, President & CEO, Olmstead Associates, Inc.
9:15	Standards Update Arin Stancil, CFA, CIPM, VP, GIPS Compliance Manager, Pacific Investment Management Company
9:45	Managing a Performance Department Jeff Feeney, CFA, Senior Vice President, The Northern Trust Company
10:15	Networking Break with Exhibitors
10:35	Alternative Investments - An Update - Industry Best Practices - Risk vs. Performance - Which is more important? - Pricing & Valuation - Alternative Benchmarks Moderator: Timothy Peterson, CFA, CAIA, CIPM, Partner, Ashland Partners & Co. LLP Director, Ashland Partners International Ltd. Panelists: Erik Bernhardt, Associate Director, Pacific Alternative Asset Management Company Alison Graham, Chief Investment Officer, Voltan Capital Management Joe Deitzer, Senior Director, Advent Software, Inc.
11:30	Global/Multi-Currency Performance - Global Daily Performance – what is “today”? - Single systems, multiple systems – managing a global performance infrastructure -Timing, timing, timing - Optimizing the 24 hour day James Edmonds, Global Head of Performance & Reporting, AllianceBernstein
12:00	Lunch and Networking
1:00	A Tale of Two Attribution Views Tim Ryan, CIPM, Vice President, Head of Performance Measurement, Hartford Investment Mangement Company View Presentation #1 View Presentation #2
1:45	Risk Management as a Measurement Tool - Analysis of hedge Funds vs. Traditional Funds - Impact of Current Crisis - Risk Adjusted Performance - Risk Management Measures Moderator: Allan Grody, President, Financial Intergroup Companies Panelists: DJ Lucey, CFA, Portfolio Strategist, Ryan Labs Asset Management Jim van Putten, Director, Global Risk Services, State Street Erik Bernhardt, Associate Director, Pacific Alternative Asset Management Company
2:35	Networking Break with Exhibitors
2:50	Best Practices for Client Reporting - Retail vs. Institutional - How to Report for Fixed Income - Peer Groups Moderator: Cecilia Wong, Ph. D., President, Base-Two Investment Systems, Inc. Panelists: Gregory Sonis, Chief Financial Officer, Eidesis Capital Kristina Fernandes, Vice President, Fidelity Investments Michael Davis, Manager, Data Services- Global Operations, Russell Investments
3:40	Implementation Roundtable -Where's My Data? - Issues that can trip you up? - Sales vs. Reality Moderator: Catherine Caloia, Consultant/Senior Project Manager, Olmstead Associates Panelists: Chris Cieri, Director of Operations, Nicholas Applegate Capital Management Michael Davis, Manager, Data Services - Global Operations, Russell Investments Rajiv Ohri, Director, Citi
4:30	Conference Adjourns

**Individuals must be currently employed by a buy-side firm. Qualifying buy-side firms include mutual funds, hedge funds, pension funds, insurance companies, plan sponors and asset managers. This does NOT include investment banks or individuals who support the buy-side division of a major bankor securities firm. There is a limit of two passes per firm. Buy-side registrations are reviewed for eligibility and FTF reserves the right to refuse non-qualified attendees.

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