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

Thursday, March 20, 2003

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

1:00 - 1:15 P.M.
WELCOME/ MEMBER INTRODUCTIONS
David Spaulding, The Spaulding Group

1:15 - 2:00 P.M.
AROUND THE HORN:
INDIVIDUAL PROBLEMS OR CONCERNS

2:00 - 3:00 P.M.
PERFORMANCE ATTRIBUTION WITH
SHORT POSITIONS
Jose Menchero, Thomson-Vestek

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

3:15 - 4:15 P.M.
OVERLAY STRATEGIES
Arun Muralidhar, F-X Concepts

4:15 - 4:45 P.M
OPEN DISCUSSION

4:45 - 5:00 PM
NEXT DAY, DINNER PLANS &
END OF DAY WRAP-UP

9:15 - 10:15 A.M.
ATTRIBUTION OF COMPOSITES
Patrick Schumacher, Russell/Mellon

10:15 - 10:30 A.M.
MORNING BREAK

3:15 - 4:00 P.M.
TECHNOLOGY
David Spaulding, The Spaulding Group

4:00 - 4:45 P.M.
OPEN DISCUSSION: Effects of Fees on Performance

*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 March 20-21, 2003 Fisherman's Wharf Sheraton 2500 Mason Street, San Francisco, CA Telephone:(415) 362-5500 Fax:(415) 956-5275 FORUM PROGRAM Thursday, March 20, 2003 12:00 - 1:00 P.M. LUNCHEON 1:00 - 1:15 P.M. WELCOME/ MEMBER INTRODUCTIONS David Spaulding, The Spaulding Group 1:15 - 2:00 P.M. AROUND THE HORN: INDIVIDUAL PROBLEMS OR CONCERNS 2:00 - 3:00 P.M. PERFORMANCE ATTRIBUTION WITH SHORT POSITIONS Jose Menchero, Thomson-Vestek 3:00 - 3:15 P.M AFTERNOON BREAK 3:15 - 4:15 P.M. OVERLAY STRATEGIES Arun Muralidhar, F-X Concepts 4:15 - 4:45 P.M OPEN DISCUSSION 4:45 - 5:00 PM NEXT DAY, DINNER PLANS & END OF DAY WRAP-UP Friday, March 21, 2003 8:30 - 9:00 A.M. REGISTRATION/CONTINENTAL BREAKFAST 9:00 - 9:15 A.M. WELCOME BACK/ SUMMARY OF DAY 1 David Spaulding, The Spaulding Group 9:15 - 10:15 A.M. ATTRIBUTION OF COMPOSITES Patrick Schumacher, Russell/Mellon 10:15 - 10:30 A.M. MORNING BREAK 10:30 - 11:30 A.M. AIMR/GIPS UPDATE Alecia Licata, AIMR 11:30 - 12:00 P.M. DISCUSSION: Advertising Guidelines & Portability 12:00 - 1:00 P.M. LUNCHEON 1:00 - 2:00 P.M. BENCHMARKS Neil Riddles, Hansberger Global Investors 2:00 - 3:00 P.M. A CONSULTANTS PERSPECTIVE Ivan Cliff, Callan Associates 3:00 - 3:15 P.M. AFTERNOON BREAK 3:15 - 4:00 P.M. TECHNOLOGY David Spaulding, The Spaulding Group 4:00 - 4:45 P.M. OPEN DISCUSSION: Effects of Fees on Performance 4:45 - 5:00 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