53rd Meeting of The Performance Measurement Forum
Planting the Seeds of Action Through Interaction

April 26-27, 2012

Ritz-Carlton Atlanta

181 Peachtree Street, Northeast

Atlanta, GA 30303

Thursday, April 26, 2012

8:30 – 8:45 A.M.

Continental Breakfast/Welcome


8:45 - 9:45 A.M.

INTRODUCTIONS & TOPIC IDENTIFICATION


9:45 – 10:00 A.M.

MORNING BREAK


10:00 - 12:00 P.M.

TOPIC DISCUSSION


12:00 - 1:00 P.M.

LUNCHEON


1:00 - 2:00 P.M.

OPEN DISCUSSION


2:00 - 3:00 P.M.

FORUM DISCUSSION: HOW DOES INVESTMENT PERFORMANCE AND RISK CREATE VALUE?

Todd Jankowski, CFA, CFA Institute


3:00 - 3:20 P.M.

AFTERNOON BREAK


3:20 – 4:25 P.M.

KEYNOTE: EVALUATING MANAGERS IN A

TOTAL PORTFOLIO CONTEXT

Stephen Campisi, CFA, Bank of America


4:25 - 4:35 P.M.

SALARY AND COMPENSATION SURVEY

We will take this time to fill out a brief survey that will be reported tomorrow


4:35 - 5:00 P.M.

OPEN DISCUSSION


5:00 P.M.

NEXT DAY & END OF DAY WRAP-UP


6:30 – 9:30 P.M.

DINNER

Friday, April 27, 2012

8:45 - 9:00 A.M.

CONTINENTAL BREAKFAST


9:00 – 9:30 A.M.

REVIEW AND DISCUSSION OF COMPENSATION SURVEY


9:30 – 10:30 A.M.

MEASURING PERFORMANCE ON ALTERNATIVE ASSETS

Christine Iannacone, CIPM, Goldman Sachs

Debi Rossi, CIPM, Turner Investments


10:30 – 10:45 A.M.

MORNING BREAK


10:45 – 11:45 A.M.

UNFINISHED DISCUSSION


11:45 – 12:00 P.M.

CONCLUSIONS, WRAP-UP & NEXT MEETING


12:00 – 1:00 P.M.
LUNCHEON