TSG Time with Pat and Doug

John D. Simpson sits down with Pat and Doug for Episode 16 of TSG Time. John has been in the performance industry since 1985, and he currently heads up TSG’s Global Investment Performance Standards (GIPS®) practice. He is also TSG's Chief Verification Officer (CVO) and discusses how this unique role sets TSG apart. John talks about his favorite PMAR memory, Performance Jeopardy, the importanc...

In Episode 15, Pat and Doug sit down with Frances Barney.  Frances is the Head of Global Risk Solutions and Institutional Accounting Operations within BNY Mellon Asset Servicing, and a 2018 recipient of TSG's Women in Performance & Risk Measurement award. This May at the PMAR (Performance Measurement, Attribution, and Risk) conference, Frances will be participating in a panel on methods a...

In Episode 14, Pat and Doug interview Chris Lourens of Solve Consulting. Chris has a 30-year tenure in the financial markets, and over 24 years of involvement in the GIPS® standards. Last year, Chris participated in a webinar with David Spaulding titled “The GIPS Standards and The South African Market: What You Need to Know,” and he shares some of the key takeaways from that event. He discusses GI...

Arun Muralidhar sits down with Pat and Doug for Episode 13. Arun is Co-Founder of Mcube Investment Technologies LLC, and Co-Founder and Client CIO of AlphaEngine Global Investment Solutions.  In 2016, Arun won the Dietz Award for his article “Attribution Hears a Who! The Case for Decision Maker-Based Attribution.” He talks about how he came up with the idea for this article during a conversation a...

Melissa Ahern joins us for our first episode of 2024! Melissa is product manager for performance & analytics, including asset owner private market services at State Street, and she has over 20 years of experience in the performance industry. She shares her performance measurement origin story with us and talks about the importance of the CIPM exam for those beginning their performance journey....

In the final episode of the year, Pat and Doug sit down with Alex Serman. Alex has been with First Rate for seven years and is currently a managing director responsible for the strategic direction and growth of the Wealth Bank/Trust and Institutional markets. Alex attended the Performance Measurement Forum meeting in Porto, Portugal in November where he presented a topic on artificial intelligence...

Irina Almeida joins Pat and Doug for Episode 10 of TSG Time. Irina is a Principal at Mercer where she leads the European Investment Performance Monitoring Team. She discusses her preparation process for the CIPM exam, provides advice for those planning to take the exam, and talks about what she likes most about performance measurement. "You deal with so many people, within your company and ou...

In this episode of TSG Time, Pat and Doug interview Claude Giguère. Claude is the CEO and Co-Founder of Robust Technologies, an industry leader in investment performance software. He has 35 years of experience in performance measurement and was inducted into the Performance & Risk Measurement Hall of Fame in 2020. Claude talks about how he developed his passion for performance early on in his...

Diane Robertson joins Pat and Doug for Episode 8 of TSG Time. Diane is Vice President, Head of Global Performance, Analytics, and Reporting at T. Rowe Price. She has 25 years of experience in the financial industry and is a 2022 recipient of TSG's Outstanding Women in Performance & Risk Measurement award. At PMAR 2023, Diane was a part of our "Talent Recruitment and Retention" p...

Pat and Doug sit down with Elske van de Burgt for Episode 7 of TSG Time.  Elske has been with Ortec Finance for over 25 years and is the managing director of the Investment Performance group. She discusses a second position she's recently taken on managing the climate and ESG team. Elske talks about the 2002 Dietz Award-winning article, “Decision-based Evaluation of the Performance of a Hiera...

James Cardamone of FactSet joins Pat and Doug for Episode 6 and discusses his recent article, “Measurable Ways for Performance Teams to Add Value in ESG Investing,” which was published in the Winter 2022/2023 issue of The Journal of Performance Measurement. James talks about ESG composite scoring and the considerations that go into constructing one,  as well as the use of carbon analytics in perfo...

Doug interviews Pat in this bonus episode of TSG Time. Pat celebrated his 25th anniversary at TSG in June. In this episode, he shares some of the highlights of his career, discusses how the company became the leader in the performance and risk measurement conference space, and tells us why Dublin, Ireland is his favorite place to visit with TSG. The Performance Measurement Forum recently held its...

In Episode 5, Susan Agbenoto of Opus Investment Management joins Pat and Doug and discusses the overarching blocks of performance in GIPS compliance. She shares highlights from the inaugural Women in Performance Measurement event, which was held on May 23rd in New Brunswick, NJ, and talks about increased opportunities for women in the field. During the lightning round, Susan tells us where she wou...

In this episode, Pat and Doug sit down with Stephen Campisi of The Pensar Group to discuss his recent Journal article, "Evaluating Benchmark Misfit Risk" as well as his upcoming PMAR presentation based on that article, and his current research topic on the role of passive investments in asset owner portfolios.  He talks about how performance analysts can gain a greater presence, and shar...

Carl Bacon of Confluence joins us for Episode 3 and discusses the 3rd edition of his book, Practical Portfolio Performance Measurement and Attribution (Wiley, 2022). He goes over some of the changes and additions that readers can expect to see in this edition, including a new, massive chapter on attribution and an expanded chapter on risk. The book also features a section on the asset management i...

In episode 2 of TSG Time, Pat and Doug interview Dan diBartolomeo, president and founder of Northfield Information Services, Inc. Dan discusses his upcoming PMAR conference presentation and Journal article, “Performance Evaluation and Risk When Returns Aren’t Normally Distributed," and touches on his research and writing process. He talks about his analytical work that helped uncover the Mado...

In our first episode, Pat and Doug sit down with the founder and CEO of TSG, David D. Spaulding, DPS, CIPM to discuss his career in performance measurement, the growth of the industry, his passion for performance, and his thoughts on the new SEC marketing rule. Dave shares his favorite Performance Measurement Forum moment and city, and talks about the differences between the US and European Forums...