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Get Ready for PMCR 2026 with the Content Hub!

Explore insightful blogs, articles, podcasts, and videos from our expert speakers, sponsors, and guest contributors—all designed to help you prep for the conversations ahead.

Be sure to check back often for updates or sign-up for the PMCR event mailing list. Don't forget to visit us again after the event for even more valuable content!

Performance Measurement, Client Reporting, Data Management, Performance Analytics, Mentorship, Career Growth, PMCR, Cue Card Interview, Team Building, Daily Challenges

Cue Card Questions with Alex Shafran: Insights on Team Motivation, Tackling Time Pressures & Event Highlights

$Picture of {{ content.blog_author.display_name }}$ Alex Shafran, Senior Vice President, Performance Analytics & Client Reporting at Cohen & Steers

Wed, Sep 10, 2025

Performance Measurement, Client Reporting, Artificial Intelligence (A.I.)

VIDEO: Keep Humans In the Loop to Stop A.I. Hallucinations

$Picture of {{ content.blog_author.display_name }}$ Pat Reilly & P. McKay Marschalk Jr. of FactSet

Thu, Aug 21, 2025

Performance Measurement, Client Reporting, Artificial Intelligence (A.I.)

VIDEO: FactSet Helps Clients Explore A.I. While Removing Data Silos

$Picture of {{ content.blog_author.display_name }}$ Pat Reilly & Sean Murray of FactSet

Tue, Jul 29, 2025

Performance Measurement, Client Reporting, Compliance, SEC Marketing Rule, GIPS

Q&A: SEC Marketing Rule Remains a Hot Topic

$Picture of {{ content.blog_author.display_name }}$ Mike Kendall, Director, Solutions Management, Investment Management Market

Mon, Feb 24, 2025

More than two years into the enforcement of the SEC Marketing Rule, firms are continuing to adapt to...

Performance Measurement, Client Reporting

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

$Picture of {{ content.blog_author.display_name }}$ Todd Juillerat, CFA

Mon, Feb 24, 2025

In this podcast episode, Todd Juillerat, chair of the upcoming PMCR conference in New York City, sha...

Performance Measurement, Client Reporting

FTF Exchange Podcast: Building Careers, Trust, and Industry Connections: A Deep Dive with Alex Shafran

$Picture of {{ content.blog_author.display_name }}$ Alex Shafran, Senior Vice President, Performance Analytics & Client Reporting at Cohen & Steers

Tue, Feb 4, 2025

In this episode, Maureen Lowe and co-host Nick Holland sit down with Alex Shafran, Senior Vice Presi...

Performance Measurement, Client Reporting, Performance Attribution

New Skillsets & Integrations Are on the Rise for Performance Teams

$Picture of {{ content.blog_author.display_name }}$ FactSet

Tue, Jul 30, 2024

(FactSet provides new insights from a recent report which provided a comprehensive view of where the...

Performance Measurement, Client Reporting, Performance Attribution, GIPS

VIDEO: Performance Teams Need Better Communications with Ops

$Picture of {{ content.blog_author.display_name }}$ Kamelia Dari, CFA, CIPM, head of performance analytics and reporting, Panagram

Tue, Jul 30, 2024

Performance Measurement, Client Reporting, Data Management, Performance Attribution, GIPS, managed services

VIDEO: Intense Ops Spur Demand for Managed Services

$Picture of {{ content.blog_author.display_name }}$ Andrew Manickas, vice president, director, managed services, FactSet

Tue, Jul 30, 2024

Performance Measurement, Client Reporting, Outsourcing

VIDEO: Quick Turnarounds Will Test Your Client Reporting Outsourcer

$Picture of {{ content.blog_author.display_name }}$ Susan Agbenoto

Tue, Jul 30, 2024

Time management concerns constitute a major challenge with outsourced client reporting, says Susan A...

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Check Back Regularly For More Pre-Event Content

Stay tuned for more engaging blog posts by our esteemed event speakers as we count down to the conference on February 29, 2024.

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