--- title: Performance Measurement & Client Reporting Content | Ops Automation (2) description: Ops Automation | Speakers and sponsors of the 2025 FTF Performance Measurement & Client Reporting event write about current trends and initiatives. 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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! [![](https://blog.ftfnews.com/hubfs/%E2%80%98Mistakes%20Are%20Never%20as%20Bad%20as%20We%20Think%20They%20Are%E2%80%99-1.jpg)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/mistakes-are-never-as-bad-as-we-think-they-are) [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), [Compliance](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/compliance), [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), [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) ## [‘Mistakes Are Never as Bad as We Think They Are’](https://blog.ftfnews.com/performance-measurement-client-reporting-content/mistakes-are-never-as-bad-as-we-think-they-are) ![Picture of Pamela Everett, Executive Director, Client Reporting, Morgan Stanley Wealth Management](https://blog.ftfnews.com/hs-fs/hubfs/Pam%20Everett%20headshot_edited.jpg?width=50&name=Pam%20Everett%20headshot_edited.jpg) [Pamela Everett, Executive Director, Client Reporting, Morgan Stanley Wealth Management](https://blog.ftfnews.com/performance-measurement-client-reporting-content/author/pamela-everett-executive-director-client-reporting-morgan-stanley-wealth-management) Fri, Feb 13, 2026 Pamela Everett at Morgan Stanley Wealth Management says that knowing the real importance of an error... [Read more](https://blog.ftfnews.com/performance-measurement-client-reporting-content/mistakes-are-never-as-bad-as-we-think-they-are) [![](https://blog.ftfnews.com/hubfs/Be%20a%20Problem%20Solver%20-LRoth.jpg)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/be-a-problem-solver) [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), [Compliance](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/compliance), [Artificial Intelligence (A.I.)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/artificial-intelligence-a-i), [Marketing](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/marketing), [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) ## [‘Be A Problem Solver’](https://blog.ftfnews.com/performance-measurement-client-reporting-content/be-a-problem-solver) ![Picture of Lisa Roth, Principal and Director of Marketing Operations, Pzena Investment Management](https://blog.ftfnews.com/hs-fs/hubfs/Lisa%20Roth%20Headshot%20300ppi.jpg?width=50&name=Lisa%20Roth%20Headshot%20300ppi.jpg) [Lisa Roth, Principal and Director of Marketing Operations, Pzena Investment Management](https://blog.ftfnews.com/performance-measurement-client-reporting-content/author/lisa-roth-principal-and-director-of-marketing-operations-pzena-investment-management) Tue, Feb 10, 2026 Lisa Roth at Pzena Investment Management says it’s not enough to just identify the pain points and p... [Read more](https://blog.ftfnews.com/performance-measurement-client-reporting-content/be-a-problem-solver) [![](https://blog.ftfnews.com/hubfs/%E2%80%98Performance%20Groups%20Need%20to%20Add%20Value%E2%80%99%20-%20DCarey.jpg)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/performance-groups-need-to-add-value) [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 Management](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/data-management), [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) ## [‘Performance Groups Need to Add Value’](https://blog.ftfnews.com/performance-measurement-client-reporting-content/performance-groups-need-to-add-value) ![Picture of Daniel Carey, Head of Performance, North America, Insight Investment](https://blog.ftfnews.com/hs-fs/hubfs/Daniel_Headshot_1-2.jpg?width=50&name=Daniel_Headshot_1-2.jpg) [Daniel Carey, Head of Performance, North America, Insight Investment](https://blog.ftfnews.com/performance-measurement-client-reporting-content/author/daniel-carey-head-of-performance-north-america-insight-investment) Mon, Feb 9, 2026 Daniel Carey at Insight Investments says that performance teams must strive to provide deeper levels... [Read more](https://blog.ftfnews.com/performance-measurement-client-reporting-content/performance-groups-need-to-add-value) [![](https://blog.ftfnews.com/hubfs/Stay%20Endlessly%20Curious.jpg)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/stay-endlessly-curious) [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), [Performance Analytics](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/performance-analytics), [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) ## [‘Stay Endlessly Curious’](https://blog.ftfnews.com/performance-measurement-client-reporting-content/stay-endlessly-curious) ![Picture of Lorraine Tutovic, CIPM, Senior Vice President, Performance Analytics, Cohen & Steers](https://blog.ftfnews.com/hs-fs/hubfs/Lorraine%20Tutovic%20-%20IMG_6341.jpg?width=50&name=Lorraine%20Tutovic%20-%20IMG_6341.jpg) [Lorraine Tutovic, CIPM, Senior Vice President, Performance Analytics, Cohen & Steers](https://blog.ftfnews.com/performance-measurement-client-reporting-content/author/lorraine-tutovic-cipm-senior-vice-president-performance-analytics-cohen-steers) Wed, Jan 28, 2026 Lorraine Tutovic at Cohen & Steers has agreed to take part in two PMCR 2026 sessions and to answer a... [Read more](https://blog.ftfnews.com/performance-measurement-client-reporting-content/stay-endlessly-curious) [![](https://blog.ftfnews.com/hubfs/%E2%80%98A%20Massive%20Excel%20Workbook%20Is%20a%20Ticking%20Bomb%E2%80%99.jpg)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/a-massive-excel-workbook-is-a-ticking-bomb) [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), [Performance Analytics](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/performance-analytics), [Artificial Intelligence (A.I.)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/artificial-intelligence-a-i), [Wealth Management](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/wealth-management), [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) ## [‘A Massive Excel Workbook Is a Ticking Bomb’](https://blog.ftfnews.com/performance-measurement-client-reporting-content/a-massive-excel-workbook-is-a-ticking-bomb) ![Picture of Michael Margulis, Vice President, Investment Performance & Analytics, Ameriprise Financial](https://blog.ftfnews.com/hubfs/Michael%20Margulis-Dec-14-2023-02-36-21-8683-PM.jfif) [Michael Margulis, Vice President, Investment Performance & Analytics, Ameriprise Financial](https://blog.ftfnews.com/performance-measurement-client-reporting-content/author/michael-margulis-vice-president-investment-performance-analytics-ameriprise-financial) Mon, Jan 26, 2026 Michael Margulis at Ameriprise Financial is no stranger to operational and IT challenges that stem f... [Read more](https://blog.ftfnews.com/performance-measurement-client-reporting-content/a-massive-excel-workbook-is-a-ticking-bomb) [![](https://blog.ftfnews.com/hubfs/%E2%80%98Be%20Comfortable%20with%20Being%20Uncomfortable%E2%80%99.jpg)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/be-comfortable-with-being-uncomfortable) [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 Management](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/data-management), [Performance Attribution](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/performance-attribution), [Performance Analytics](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/performance-analytics), [Artificial Intelligence (A.I.)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/artificial-intelligence-a-i), [GIPS](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/gips), [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) ## [‘Be Comfortable with Being Uncomfortable’](https://blog.ftfnews.com/performance-measurement-client-reporting-content/be-comfortable-with-being-uncomfortable) ![Picture of Jon Gaspar, CFA, CIPM, Managing Director, Performance Measurement and Attribution, SLC Management](https://blog.ftfnews.com/hs-fs/hubfs/Jon%20Gaspar_headshot.png?width=50&name=Jon%20Gaspar_headshot.png) [Jon Gaspar, CFA, CIPM, Managing Director, Performance Measurement and Attribution, SLC Management](https://blog.ftfnews.com/performance-measurement-client-reporting-content/author/jon-gaspar-cfa-cipm-managing-director-performance-measurement-and-attribution-slc-management) Tue, Jan 20, 2026 Jon Gaspar, a managing director at SLC Management, shares the best piece of advice he ever got and o... [Read more](https://blog.ftfnews.com/performance-measurement-client-reporting-content/be-comfortable-with-being-uncomfortable) [![](https://blog.ftfnews.com/hubfs/%E2%80%98Don%E2%80%99t%20Be%20Afraid%20to%20Automate%20Yourself%20Out%20of%20a%20Job%E2%80%99.jpg)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/dont-be-afraid-to-automate-yourself-out-of-a-job) [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 Management](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/data-management), [Performance Analytics](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/performance-analytics), [Artificial Intelligence (A.I.)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/artificial-intelligence-a-i), [GIPS](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/gips), [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) ## [‘Don’t Be Afraid to Automate Yourself Out of a Job’](https://blog.ftfnews.com/performance-measurement-client-reporting-content/dont-be-afraid-to-automate-yourself-out-of-a-job) ![Picture of Dan Whitley, CIPM, Head of Product Data and Information, Lord, Abbett & Co.](https://blog.ftfnews.com/hs-fs/hubfs/Whitley_Daniel_P._0001_linkedIn.jpg?width=50&name=Whitley_Daniel_P._0001_linkedIn.jpg) [Dan Whitley, CIPM, Head of Product Data and Information, Lord, Abbett & Co.](https://blog.ftfnews.com/performance-measurement-client-reporting-content/author/dan-whitley-cipm-head-of-product-data-and-information-lord-abbett-co) Tue, Jan 13, 2026 Dan Whitley at Lord, Abbett & Co. says he prefers to work with people who have the ingenuity to tack... [Read more](https://blog.ftfnews.com/performance-measurement-client-reporting-content/dont-be-afraid-to-automate-yourself-out-of-a-job) [![When Robots Help Write Your Client Reports: A.I. at Alliance Bernstein](https://blog.ftfnews.com/hubfs/GettyImages-2092814282.jpg)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/ftf-exchange-podcast-when-robots-help-write-your-client-reports-a.i.-at-alliancebernstein) [Data Management](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/data-management), [Artificial Intelligence (A.I.)](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/artificial-intelligence-a-i), [FTF Exchange Podcast](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/ftf-exchange-podcast), [Risk Management](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/risk-management), [Ops Automation](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/ops-automation) ## [FTF Exchange Podcast: When Robots Help Write Your Client Reports — A.I. at AllianceBernstein](https://blog.ftfnews.com/performance-measurement-client-reporting-content/ftf-exchange-podcast-when-robots-help-write-your-client-reports-a.i.-at-alliancebernstein) ![Picture of FTF Exchange Podcast](https://blog.ftfnews.com/hs-fs/hubfs/FTF%20Exchange%20Podcast%20News%20Alert%20Image.jpeg?width=50&name=FTF%20Exchange%20Podcast%20News%20Alert%20Image.jpeg) [FTF Exchange Podcast](https://blog.ftfnews.com/performance-measurement-client-reporting-content/author/ftf-exchange-podcast) Thu, Jul 24, 2025 [Read more](https://blog.ftfnews.com/performance-measurement-client-reporting-content/ftf-exchange-podcast-when-robots-help-write-your-client-reports-a.i.-at-alliancebernstein) [First](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/ops-automation) [Prev](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/ops-automation) [1](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/ops-automation) [2](https://blog.ftfnews.com/performance-measurement-client-reporting-content/tag/ops-automation/page/2) Next Last ## 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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