Pamela Everett at Morgan Stanley Wealth Management says that knowing the real importance of an error takes time.
Client Reporting
‘A.I. Will Never Supplant Relationship Building’
In this special Q&A, Evan Witkowski at Wespath Institutional Investments focuses on how A.I. can uncover patterns faster, run stress‑test scenarios, and bolster reporting clarity.
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.
Client Reporting
‘Progress and Iteration Matter More than Perfection’
Caitlin Kneram at Fort Point Capital Partners focuses on how to meet the challenges of more asset types, more requests for customization, and a growing array of data sources amid higher client expectations.
Client Reporting
‘I Truly Enjoy Collaborating with Our Users and Vendor Partners’
Stephanie Brown, a business analyst at the Glenmede Trust Company, discusses how collaboration helps achieve client deliverables of the highest quality and scalability.
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.
