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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!

Client Reporting, Data Management, Performance Analytics, Daily Challenges, Client Services

FTF Research Institute - "At The End Of It: A Buy-Side Playbook for Reporting Success"

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

Mon, Oct 6, 2025

Performance Measurement, Client Reporting, Data Management, Performance Analytics, securities operations, Artificial Intelligence (A.I.), Mentorship, Career Growth, PMCR, Cue Card Interview

Cue Card Questions with Janice Kitzman: Staff Development, SEC Deregulation, and Artificial Intelligence Integration

$Picture of {{ content.blog_author.display_name }}$ Janice Kitzman, Independent Consultant

Mon, Oct 6, 2025

Performance Measurement, Client Reporting, Data Management, Performance Analytics, Operational Data Management, Data Governance, Mentorship, Career Growth, PMCR, Panel Recap

30 Second Panel Recap with Kristina Mihaylova: Data Governance Programs, Team Collaboration, and Technology in Data Management

$Picture of {{ content.blog_author.display_name }}$ Kristina Mihaylova, Performance and Attribution Manager at Acadian Asset Management

Fri, Oct 3, 2025

Performance Measurement, Client Reporting, Data Management, Performance Analytics, FINRA, SEC Marketing Rule, GIPS, Mentorship, Career Growth, PMCR, Panel Recap

30 Second Panel Recap with Joe Kavanagh: GIPS, FINRA, and the Marketing Rule

$Picture of {{ content.blog_author.display_name }}$ Joe Kavanagh, Head of Performance Measurement & Risk Analysis, KBI Global Investors

Fri, Oct 3, 2025

Performance Measurement, Client Reporting, Data Management, Performance Analytics, Operational Data Management, Mentorship, Career Growth, PMCR, Panel Recap

30 Second Panel Recap with Susan Agbenoto: The Need for Data Customization

$Picture of {{ content.blog_author.display_name }}$ Susan Agbenoto, Principal and CEO of Saben Consulting; Independent Consultant

Fri, Oct 3, 2025

Performance Measurement, Data Management, Performance Analytics, GIPS News, Regulatory Compliance, securities operations, GIPS

GIPS Compliance Comes to Outsourced CIO Providers

$Picture of {{ content.blog_author.display_name }}$ Eugene Grygo, Chief Content Officer, FTF News

Wed, Oct 1, 2025

The world of Outsourced Chief Investment Officers (OCIOs) is about to change as the CFA Institute's ...

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

Cue Card Questions with Nick Padgen: Insights on Industry Issues and PMCR 2025 Event Highlights

$Picture of {{ content.blog_author.display_name }}$ Nick Padgen, Head of Operations at Pzena Investment Management

Tue, Sep 30, 2025

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, Data Management, Performance Attribution, Performance Analytics, Digital Transformation, Compliance, Data Governance, Artificial Intelligence (A.I.), Data Silos, SEC Marketing Rule

Dismantling Data Silos Boosts Regulatory Compliance: Q&A

$Picture of {{ content.blog_author.display_name }}$ Rab Govil, CEO and founder of Naehas

Tue, Feb 27, 2024

(As performance and client reporting teams — and other internal groups — gear up to comply with the ...

Performance Measurement, Client Reporting, Data Management, Performance Attribution, Performance Analytics, Operational Data Management, Data Governance, Artificial Intelligence (A.I.), Natural Language Generation, Wealth Management

Natural Language Generation: Sailing Through Your Data Lakes

$Picture of {{ content.blog_author.display_name }}$ Nayan Madhamshettiwar is a managing director, professional services for First Rate, Inc.

Mon, Feb 12, 2024

While most might not admit it, many wealth managers are drowning in their data lakes.

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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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