---
title: "FTF Exchange Podcast: Bridging Performance, Reporting & Risk - Insights from PMCR Chair Todd Juillerat"
description: Listen to Todd Juillerat on the FTF Exchange Podcast discuss industry trends, AI, and the importance of cross-functional integration in performance measurement and reporting.
image: https://blog.ftfnews.com/hubfs/GettyImages-1774008256.jpg
---

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 Mon, Feb 24, 2025

# FTF Exchange Podcast: Bridging Performance, Reporting & Risk - Insights from PMCR Chair Todd Juillerat

![Picture of Todd Juillerat, CFA](https://blog.ftfnews.com/hs-fs/hubfs/ToddJuillerat%20Event%20Site.jpg?width=50&name=ToddJuillerat%20Event%20Site.jpg) [Todd Juillerat, CFA](https://blog.ftfnews.com/performance-measurement-client-reporting-content/author/todd-juillerat-cfa)

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A conversation with Todd Juillerat, CFA

15:59

- ### Click the play button above to hear Todd's insights from his performance measurement career at JP Morgan, discusses industry trends including AI and cross-functional integration, and highlights what to expect at the upcoming New York City conference.

In this podcast episode, Todd Juillerat, chair of the upcoming PMCR conference in New York City, shares his extensive experience and insights into the performance measurement and client reporting space. Drawing from his career trajectory that began in fund accounting and led to performance analysis at major institutions including JP Morgan, Juillerat discusses the evolving landscape of performance measurement and reporting.

Key discussion points include:

- The increasing convergence of performance measurement, client reporting, and risk management functions
- Todd’s career and industry involvement, including the CFA Institute
- Current industry trends around A.I.,
- Todd’s pick of PMCR conference highlights and reasons to attend the show.

The discussion emphasizes the interconnected nature of performance measurement within investment management firms, highlighting how the role serves as crucial connective tissue between various departments including operations, sales and marketing, executive management, and compliance.

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Episode Notes:

PMCR 2025 Promo Code: Enter FTFPodcast to receive 10% off your ticket to attend PMCR 2025 taking place in NYC, Feb. 27-28th. [Register here](https://pages.ftfnews.com/event-registration-2025)

Follow [FTF on LinkedIn](https://www.linkedin.com/company/845662/admin/dashboard/) to stay connected!

[Performance Measurement](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/performance-measurement), [Client Reporting](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/client-reporting)

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## [FTF Exchange Podcast: Women in Performance Measurement](https://blog.ftfnews.com/performance-measurement-client-reporting-content/ftf-exchange-podcast-women-in-performance-measurement)

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[![](https://blog.ftfnews.com/hs-fs/hubfs/%E2%80%98Providing%20New%20Insight%20Is%20the%20Most%20Rewarding%E2%80%99.jpg?height=200&name=%E2%80%98Providing%20New%20Insight%20Is%20the%20Most%20Rewarding%E2%80%99.jpg)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/providing-new-insight-is-the-most-rewarding)

[Performance Measurement](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/performance-measurement), [Client Reporting](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/client-reporting), [Portfolio Management](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/portfolio-management), [Artificial Intelligence (A.I.)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/artificial-intelligence-a-i), [Ops Automation](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/ops-automation), [PMCR](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/pmcr), [Client Services](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/client-services)

## [‘Providing New Insight Is the Most Rewarding’](https://blog.ftfnews.com/performance-measurement-client-reporting-content/providing-new-insight-is-the-most-rewarding)

![Picture of Stephen Simmons, CFA, FRM, Head of Data & Performance Reporting, H.I.G. Capital](https://blog.ftfnews.com/hs-fs/hubfs/Stephen%20Simmons%20headshot_edited.png?width=50&name=Stephen%20Simmons%20headshot_edited.png) [Stephen Simmons, CFA, FRM, Head of Data & Performance Reporting, H.I.G. Capital](https://blog.ftfnews.com/performance-measurement-client-reporting-content/author/stephen-simmons-cfa-frm-head-of-data-performance-reporting-h-i-g-capital) 

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More than anything else, Stephen Simmons at H.I.G. Capital says he is looking for previously...

[Read more](https://blog.ftfnews.com/performance-measurement-client-reporting-content/providing-new-insight-is-the-most-rewarding)

[![](https://blog.ftfnews.com/hs-fs/hubfs/%E2%80%98Traditional%20Roles%20Will%20Give%20Way%E2%80%99.jpg?height=200&name=%E2%80%98Traditional%20Roles%20Will%20Give%20Way%E2%80%99.jpg)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/traditional-roles-will-give-way)

[Performance Measurement](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/performance-measurement), [Client Reporting](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/client-reporting), [Data Governance](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/data-governance), [Artificial Intelligence (A.I.)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/artificial-intelligence-a-i), [Risk Management](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/risk-management), [PMCR](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/pmcr), [Client Services](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/client-services)

## [‘Traditional Roles Will Give Way’](https://blog.ftfnews.com/performance-measurement-client-reporting-content/traditional-roles-will-give-way)

![Picture of Vijay Batavia, CFA, CPA, CFO Squad - Strategic Consultant](https://blog.ftfnews.com/hs-fs/hubfs/Vijay%20Batavia%20headshot.JPG.jpg?width=50&name=Vijay%20Batavia%20headshot.JPG.jpg) [Vijay Batavia, CFA, CPA, CFO Squad - Strategic Consultant](https://blog.ftfnews.com/performance-measurement-client-reporting-content/author/vijay-batavia-cfa-cpa-cfo-squad-strategic-consultant) 

 Tue, Feb 17, 2026

So says consultant Vijay Batavia in a Q&A that explores the transformation coming for investment...

[Read more](https://blog.ftfnews.com/performance-measurement-client-reporting-content/traditional-roles-will-give-way)

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