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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, Portfolio Management, Compliance, Data Governance, Artificial Intelligence (A.I.), GIPS, Marketing, Ops Automation, PMCR, Client Services

‘No Two Days Are the Same’

$Picture of {{ content.blog_author.display_name }}$ George Findlay, CIPM, Assistant Vice President, GIPS® Compliance & Performance Oversight, State Street Investment Management

Mon, Feb 23, 2026

George Findlay, a GIPS compliance overseer at State Street Investment Management, is looking forward...

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

‘Providing New Insight Is the Most Rewarding’

$Picture of {{ content.blog_author.display_name }}$ Stephen Simmons, CFA, FRM, Head of Data & Performance Reporting, H.I.G. Capital

Mon, Feb 23, 2026

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

Performance Measurement, Client Reporting, Portfolio Management, Compliance, Artificial Intelligence (A.I.), Risk Management, Ops Automation, PMCR, Client Services

‘Mistakes Are Never as Bad as We Think They Are’

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

Performance Measurement, Client Reporting, Portfolio Management, Artificial Intelligence (A.I.), PMCR, Client Services

‘A.I. Will Never Supplant Relationship Building’

$Picture of {{ content.blog_author.display_name }}$ Evan Witkowski, CIPM, Director, Institutional Relationships, Wespath Institutional Investments

Fri, Feb 13, 2026

In this special Q&A, Evan Witkowski at Wespath Institutional Investments focuses on how A.I. can unc...

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

‘Performance Groups Need to Add Value’

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

Performance Measurement, Client Reporting, Data Management, Portfolio Management, Artificial Intelligence (A.I.), PMCR, Client Services

‘I Truly Enjoy Collaborating with Our Users and Vendor Partners’

$Picture of {{ content.blog_author.display_name }}$ Stephanie Brown, Vice President, Business Analyst, Glenmede Trust

Fri, Jan 23, 2026

Stephanie Brown, a business analyst at the Glenmede Trust Company, discusses how collaboration helps...

Performance Measurement, CFA Institute, Blockchain/DLT, Data Management, Crypto Assets, Performance Attribution, Performance Analytics, Bitcoin, GIPS News, Portfolio Management, Digital Transformation, Operational Risk

CFA Guide Helps Advance Crypto Asset Valuation

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

Thu, Nov 30, 2023

An association for investment professionals, the CFA Institute, says that it is doing its part to fo...

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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