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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, Performance Analytics, Artificial Intelligence (A.I.), Ops Automation, PMCR, Client Services

‘Stay Endlessly Curious’

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

Performance Measurement, Client Reporting, Performance Analytics, Artificial Intelligence (A.I.), Wealth Management, Ops Automation, PMCR, Client Services

‘A Massive Excel Workbook Is a Ticking Bomb’

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

Performance Measurement, Client Reporting, Data Management, Performance Attribution, Performance Analytics, Artificial Intelligence (A.I.), GIPS, Ops Automation, PMCR, Client Services

‘Be Comfortable with Being Uncomfortable’

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

Performance Measurement, Client Reporting, Data Management, Performance Analytics, Artificial Intelligence (A.I.), GIPS, Ops Automation, PMCR, Client Services

‘Don’t Be Afraid to Automate Yourself Out of a Job’

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

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

Just 12% of Asset Managers Are Confident in Client Reporting

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

Wed, Nov 12, 2025

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

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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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