George Findlay, a GIPS compliance overseer at State Street Investment Management, is looking forward to talking to many people about the GIPS standards and implementations at PMCR 2026.
Automation
‘Mistakes Are Never as Bad as We Think They Are’
Pamela Everett at Morgan Stanley Wealth Management says that knowing the real importance of an error takes time.
Automation
‘Be A Problem Solver’
Lisa Roth at Pzena Investment Management says it’s not enough to just identify the pain points and problems. It’s more important to resolve them.
Automation
‘Performance Groups Need to Add Value’
Daniel Carey at Insight Investments says that performance teams must strive to provide deeper levels of information to help portfolio managers.
Automation
‘Stay Endlessly Curious’
Lorraine Tutovic at Cohen & Steers has agreed to take part in two PMCR 2026 sessions and to answer a few questions about her profession and the industry.
Automation
‘A Massive Excel Workbook Is a Ticking Bomb’
Michael Margulis at Ameriprise Financial is no stranger to operational and IT challenges that stem from inefficient manual processes that pose operational risks.
Automation
‘Be Comfortable with Being Uncomfortable’
Jon Gaspar, a managing director at SLC Management, shares the best piece of advice he ever got and other insights about his career in performance measurement and attribution.
Automation
‘Don’t Be Afraid to Automate Yourself Out of a Job’
Dan Whitley at Lord, Abbett & Co. says he prefers to work with people who have the ingenuity to tackle problems, learn from them, and then take on bigger challenges.
Automation
Start Your A.I. Journey with Modest, Explainable Wins
It’s time to consider a framework where firms start small, explain results, and scale gradually.
Automation
Are Manual Recs Making You a Dinosaur in the Digital Age?
The demands of next generation crypto accounting can’t be met with twine, Excel, and duct tape.
