Helsinki Forum - The Spaulding Group - Management Consultants and Information Providers to the Money Management Industry

Day 1

9:00 - 9:15 A.M.
CONTINENTAL BREAKFAST/WELCOME/MEMBER INTRODUCTIONS

9:15- 10:45 A.M.
INDIVIDUAL PROBLEMS OR CONCERNS

10:45 - 11:00 A.M.
MORNING BREAK

11:00 - 12 :00 P.M.
TIME WEIGHTED VS DOLLAR WEIGHTED
WHICH IS BETTER AND WHY?
Stefan Illmer, Ph.D., Credit Suisse
Carl Bacon, CIPM, StatPro

12:00 - 1:00 P.M.
LUNCHEON

1:00 - 2:00 P.M.
UNDERSTANDING CURRENCY OVERLAY
Nick Rogers, Mellon Analytical Services

2:00 - 3:00 P.M.
RISK ATTRIBUTION
Jose Menchero, Ph.D., CFA, MSCI-BARRA

3:00 - 3:15 P.M.
AFTERNOON BREAK

3:15 - 4:15 P.M.
REAL WORLD IMPLICATIONS OF FIXED INCOME ATTRIBUTION
Stephen Campisi, CFA, Intuitive Performance Solutions

4:15 - 4:45 P.M.
WORKING GROUP UPDATES:
HEDGE FUND PERFORMANCE & VENDOR RFPS
John D. Simpson, CIPM, The Spaulding Group, Inc.
David Spaulding, CIPM, The Spaulding Group, Inc.

4:45 - 5:00 P.M.
NEXT DAY &
END OF DAY WRAP-UP

CONTINENTAL BREAKFAST

9:15 - 9:30 A.M.
UNFINISHED DISCUSSIONS

9:30 - 10:30 A.M.
PERFORMANCE MEASUREMENT'S RELATION TO
SALES AND MANAGEMENT
Corne Reniers, Robeco

10:30 - 10:45 A.M.
MORNING BREAK

10:45 - 11:45 A.M.
OPEN DISCUSSION

11:45 A.M. - 12:00 P.M.
CONCLUSIONS, WRAP-UP & NEXT MEETING

*Agenda is Subject to Change*

For more information on becoming a member of The Perfomance Measurement Forum or on this event, please email Patrick Fowler.
The agenda's speakers and topics are subject to change.

Back To Performance Measurement Forum

	THE INSTITUTE OF PERFORMANCE MEASUREMENT A division of The Spaulding Group, Inc. PERFORMANCE MEASUREMENT FORUM Planting the seeds of action through interaction 14-15 June 2007 Crowne Plaza Helsinki Mannerheimintie 50 Helsinki, Finland Reservations: +358 ((0) 9-2521-0000 FORUM PROGRAM Day 1 9:00 - 9:15 A.M. CONTINENTAL BREAKFAST/WELCOME/MEMBER INTRODUCTIONS 9:15- 10:45 A.M. INDIVIDUAL PROBLEMS OR CONCERNS 10:45 - 11:00 A.M. MORNING BREAK 11:00 - 12 :00 P.M. TIME WEIGHTED VS DOLLAR WEIGHTED WHICH IS BETTER AND WHY? Stefan Illmer, Ph.D., Credit Suisse Carl Bacon, CIPM, StatPro 12:00 - 1:00 P.M. LUNCHEON 1:00 - 2:00 P.M. UNDERSTANDING CURRENCY OVERLAY Nick Rogers, Mellon Analytical Services 2:00 - 3:00 P.M. RISK ATTRIBUTION Jose Menchero, Ph.D., CFA, MSCI-BARRA 3:00 - 3:15 P.M. AFTERNOON BREAK 3:15 - 4:15 P.M. REAL WORLD IMPLICATIONS OF FIXED INCOME ATTRIBUTION Stephen Campisi, CFA, Intuitive Performance Solutions 4:15 - 4:45 P.M. WORKING GROUP UPDATES: HEDGE FUND PERFORMANCE & VENDOR RFPS John D. Simpson, CIPM, The Spaulding Group, Inc. David Spaulding, CIPM, The Spaulding Group, Inc. 4:45 - 5:00 P.M. NEXT DAY & END OF DAY WRAP-UP Day 2 9:00 - 9:15 A.M. CONTINENTAL BREAKFAST 9:15 - 9:30 A.M. UNFINISHED DISCUSSIONS 9:30 - 10:30 A.M. PERFORMANCE MEASUREMENT'S RELATION TO SALES AND MANAGEMENT Corne Reniers, Robeco 10:30 - 10:45 A.M. MORNING BREAK 10:45 - 11:45 A.M. OPEN DISCUSSION 11:45 A.M. - 12:00 P.M. CONCLUSIONS, WRAP-UP & NEXT MEETING 12:00 - 1:00 P.M. LUNCHEON Agenda is Subject to Change For more information on becoming a member of The Perfomance Measurement Forum or on this event, please email Patrick Fowler. The agenda's speakers and topics are subject to change. Back To Performance Measurement Forum