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    2/8/2016 1

    Performance Measurement Americas 2016

    March 10th – 11th

    Convene, 810 7th Avenue, NYC

    Sponsored by:

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    Who should attend:• Firms: Asset Managers, Hedge

    Funds, Pension Funds, Banks, Regulatory Bodies, Mutual Funds, State Investment Funds, and Insurance Companies

    • Titles: CFOs, COOs, Heads, Managing Directors, SVPs, and Managers

    • Specialties: Performance Measurement, Fixed Income Attribution, GIPS, Risk Analytics, Investment Operations, Portfolio Management, Data Management, Data Governance, Regulatory Reporting, IT and Investment Systems

    Topics covered:• Fixed income and multi-asset-class

    attribution• Outsourcing• GIPS Standards• Client Reporting• Requesting RFPs• Sourcing Benchmark Data• Cost Management in Performance• And more!

    The annual conference for performance measurement professionals to network, brainstorm, and come away with new ideas for matching attribution

    style to investment practice, for finding the right benchmark and vendor solution, and for inspiring your performance team.

    “FTF always provides content rich conferences, with leading industry experts, with great networking. The conference administration and amenities are always flawless.” – Performance Measurement Attendee

    BY SECTOR AssetManager

    Asset Owner

    Bank

    Consultancy

    SolutionsProvider

    BY SENIORITYAnalyst, Associate

    C-Suite

    Director, VP, Head

    ManagingDirector, EVP, SVP

    Senior Analyst,Manager, AVP

    100+ attendees each year

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    Conference Advisory Board

    Ambika D’SouzaState Street Global Advisors

    John Matsikas,VoyaInvestment Management

    Shankar Venkatraman,Citi

    Dan Gulko,HSBC

    Alex Shafran,Alliance Bernstein

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    Convene810 7th Avenue

    Day One

    3:30 pm GIPS WorkshopLed by Ambika D’Souza, Vice President, Global Head of GIPS®, State Street Global AdvisorsGeoff Hecht, Partner, Ashland Partners

    • How to get ready to become GIPS compliant

    • Understand the requirements for claiming compliance with the GIPS standards

    • SEC & GIPS – Hot topics • Recent and proposed changes to

    the GIPS standards • Q&As

    Multi-Asset-Class Attribution WorkshopLed by Dan Gulko, Head of Performance Measurement and Client Reporting, US, HSBC Global Asset Management

    5:30 pm Welcome Reception

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    Convene810 7th Avenue

    Day Two

    9:00 am Chairperson’s Welcome & Opening RemarksJudson M. Stone, Director in Business Development , First Rate

    9:20 am Outsmart Your Benchmark Costs

    Performance measurement professionals are constantly in a catch-22 of needing benchmark data and having to bust the budget to buy that data. This session will discuss how best to source benchmark data, including market data delivery and cleansing, increasing licensing costs, and ways to manage costs from how to track use to whether building or buying is the best way to go.Moderator: Dan Gulko, Head of Performance Measurement and Client Reporting, US, HSBC Global Asset ManagementBrooks Altman, Performance and Risk Analyst, BNP Paribas John Farris, Head of Sales Americas, Rimes Technologies

    10:10 am Keynote Presentation: Peer Group Attribution

    Join Joe Benevento, Chief Investment Officer at Deutsche Bank, one of the largest Global Fixed Income Asset Managers in our industry. Mr. Benevento will discuss his team’s recent emphasis on peer group attribution and explain the benefits and challenges relative to the more traditional index analysis. Walk away with a better understanding of why peer groups can be superior to index analysis and the nuances involved in constructing them. Presented by Joe Benevento, Chief Investment Officer, Deutsche Bank

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    10:45 am Networking Break with Exhibitors

    11:15 am Fixed Income Attribution Options

    There are several different models of fixed income attribution for firms to choose from. This session will give an overview of the major models available and the advantages and disadvantages of each and how to choose a method that best matches the investment process.Dean Freking, Performance Manager, Pioneer InvestmentsScott Kruger, Head of Portfolio Analytics, InvescoDan LaRochelle, Quantitative Analyst - Quantitative Portfolio Strategies, Aberdeen Asset Management

    Project Management in the Performance Space

    The performance measurement space is full of project management professionals, so we’re gathering a few to discuss what unique challenges performance poses in terms of timelines, gathering appropriate team members, and more.Moderator: Linda Gould, Executive Vice President Strategic Markets, PIMCOPatrick Chase, Director of Technology and Performance Monitoring, Fiduciary Investment AdvisorsPaul DeMello, Director of Investment Risk, BNP ParibasJeffrey Malmin, General Director, Performance Reporting, John Hancock Financial Services

    12:00 pm Passing Time

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    1:45 pm Investment Performance Reporting for ESG InvestmentsEnvironmental, Social and Governance investing has been rising in popularity over the last decade. This session will explore the nuances associated with performance calculations for new investment vehicles and look at some best practices associated with reporting specifically on social impact criteria. Presented by Laurie Hesketh, Director, Meradia Group

    Cost Management of Performance TeamsAs important performance measurement is to the health of the firm, it sometimes doesn’t get the budget it deserves. This panel will discuss some of the cost sources in performance and strategies for running an effective performance team without breaking the bank, including the costs of services and projects, how to track spending and what to track, and how to use this information to drive internal client discussions.Moderator: Stephen Davis, CEO, Safe Harbor Asset ManagementDaryl Bradford, AVP Senior Performance & Attribution Analyst, Acadian Asset ManagementJed Schneider, SVP, Lazard Asset ManagementAlex Shafran, Global Head of Performance/Head of Global Analytics, AllianceBernsteinJudson M. Stone, Director in Business Development , First Rate

    12:50 pm Lunch

    12:05 pm Data Quality in Fixed Income AttributionAttribution always shines a spotlight on data issues. Those issues range from ownership to the underlying architecture used to move it around the firm. This session will cover the problems typically uncovered along with best practices for data management.Tom Anderson, Manager, Performance and Reconciliation, Fort Washington Investment AdvisorsStephen DeTommasso, Managing Director, Investment Analytics, AIG Asset Management GroupJeremy Welch, Head of Investment Reporting Performance, BNP ParibasKatie Kiss, Director - Performance Analytics, ConfluenceScott Dunglinson, Head of Client Solutions, IKINDI

    Outsourcing – An Honest Conversation with John MatsikasThe industry loves to discuss outsourcing, but what exactly does outsourcing solve? John Matsikas will present on what an outsourcing project can do for you, from the scope of the outsourcing systems to the functions those systems calculate, and how to provide effective oversight of anything outsourced.Presented by John Matsikas, Vice President – Investment Performance Measurement, Voya Investment Management

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    3:05 pm Networking Break

    3:30 pm Multi-Asset-Class AttributionWith the rise of multi-asset portfolio comes many different ways of attribution in performance reports. As an extension of the workshop on the 10th, this panel will discuss various ways of approaching multi-asset-class attribution. Moderator: Sean Murray, Director –Product Strategy, BI-SAMLakshman Easwaran, SVP, Neuberger BermanShirley Lam, Global Analytic Analyst, AllianceBernsteinPieter Wijnhoven, Senior Vice President, Ortec Finance Canada

    Client ReportingThe presentation of your portfolio composition, performance results and attribution analysis is almost more important than the performance itself. This session will discuss the challenges in using standard reports or building custom and making sure the client understands the results you are sharing.Moderator: Julie Bazan, COO, Cobblestone CapitalPanelists: John Bagni, Director, CitiAllyson Rasmussen, Senior Manager, Ashland Partners and CompanyMike Moccia, Performance Reporting Analyst, CIPM, City National Rochdale

    2:30 pm Passing Time

    2:35 pm T he "3 R's" of Right-Sizing the Performance Measurement Function:Requirements, Risks and Resources

    4:15 pm Passing Time

    This presentation examines the issues involved in identifying the appropriate resources needed to maintain a sustainable performance process within an acceptable operational risk level.Presented by Scott Dunglinson, Head of Client Solutions, IKINDI

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    4:20 pm Performing on the Cloud

    Now that cloud technology has matured, it is an important option to consider for dealing with the multitudes of data involved in performance measurement. This panel will give an update on where the cloud stands in performance technologies, how it helps (or hinders) data management, and what you need to consider before leaping for the skies.roModerator: Shankar Venkatraman, Director, CitiPanelists: Neil Smyth, Marketing & Technology Director, StatProRichard Mailhos, Product Manager, Eagle Investment Systems

    5:00 pm Chairperson’s Closing RemarksJudson M. Stone, Director of Business Development , First Rate

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    Sponsors

    Certifications

    Conference Sponsors

    Put your brand in front of our audience of 130+ performance measurement professionals! Contact German Chavez ([email protected]) for

    sponsorship opportunities.

    Exclusive Cocktail Sponsor – Day 1

    Exclusive Chairperson Sponsor

    Presentation Sponsors

    Panel Sponsors

    mailto:[email protected]

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    Financial Technologies ForumEvents, Trainings, Webinars, and News

    FTF is an independent organization that fosters conversation about challenges and best practices in the financial services

    industry, from derivative operations to performance measurement to social media compliance.

    With over 100,000 global financial services professionals in our network, we are always looking for new ways to bring our connections together, be it at annual conferences, through

    news alerts, or at casual networking events.

    Find out more about us at www.ftfnews.com or follow us on Twitter and Facebook.

    http://www.ftfnews.com/https://twitter.com/FTFnewshttps://www.facebook.com/pages/Financial-Technologies-Forum-LLC/113289395391562