TSG Time with Pat and Doug Doug Spaulding, Pat Fowler

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 and styles of client reporting, and she gives us a sneak peek at the topic. She shares her favorite PMAR memory and some key takeaways from last year's Women in Performance Measurement (Wipm) in-person event. "There's such a strong desire to connect and build a network, in part to help the next generation, but in part to develop a shared language and sense of experiences." She tells us about ImprovEdge, the business training company she co-founded shortly after graduating from college, and in the lightning round, shares her dream musical theatre role.

Connect with Frances on LinkedIn, https://www.linkedin.com/in/frances-barney-cfa-24280b12b/.

For more information on Women in Performance Measurement (Wipm) and the 2024 Wipm conference, visit https://tsgperformance.com/events/women-in-performance-measurement/.

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 GIPS myths, the GIPS Compliance Thinktank, and the benefits of compliance for asset owners. "But I honestly believe that even from an asset owner point of view, the value they get out of implementing GIPS is making sure they go through all the steps and that everything is correct, so that at the end of the day, you know you've got a clean system, you've got clean processes, and things are working." In the lightning round, Chris talks about his favorite risk measure, the book he recommends everyone read, and the movie he's watched the most.

Connect with Chris on LinkedIn, https://www.linkedin.com/in/chris-lourens-management-consultant/.

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 at a conference dinner in the Netherlands. “By the next morning, I had a draft of the paper, so sometimes, it’s just pure luck that you happen to sit next to somebody, and that’s why conferences are great.” Arun tells us about his new book on risk-adjusted performance and its importance for finance theory and practice, and he provides writing advice for other performance professionals.

Connect with Arun on LinkedIn, https://www.linkedin.com/in/arun-muralidhar-74b2182/.

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. Melissa discusses the future of ESG, the Performance Measurement Forum, and how asset owners benefit from GIPS compliance. "I think being confident in the data that's being reported is certainly a benefit, and knowing that best practices are being followed and that there's consistency." In the lightning round, Melissa touches on Superman, Jody Picoult, and the last song she downloaded.

Connect with Melissa on LinkedIn, https://www.linkedin.com/in/melissaahern/.
 For more information on the Performance Measurement Forum: https://tsgperformance.com/events/performance-measurement-forum-asset-owner-roundtable/.

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. He shares some of the key takeaways with us, including when AI is coming, the risks, and the impact. "So, like any other tool, depending on how you use it, it could be good, it could be bad. It’s really up to you as a user to make sure that you integrate that properly, you mitigate all those risks." Alex also talks about his recent blog post, “5 Performance Measurement Methodologies to Master After-Tax Benchmarking,” the Whiskey and WealthTech podcast, which he hosts, and his love of languages. In the lightning round, Alex tells us about his go-to feel-good dinner and shares his favorite holiday memory from childhood.
 
 Connect with Alex on LinkedIn, https://www.linkedin.com/in/alex-serman-cipm-b04002a2/.

For more information on the Performance Measurement Forum: https://tsgperformance.com/events/performance-measurement-forum-asset-owner-roundtable/.

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 outside your company. I think it's a profession that actually creates bridges. Being with clients, being with colleagues from the company, so it allows us to have this broader perspective of the investment world and industry." Irina also touches on travel planning, her favorite risk measure, and in the lightning round she recommends books and shares what she is most grateful for.

Connect with Irina, https://www.linkedin.com/in/irinaalmeida/.