TSG Time with Pat and Doug
Episodes
41 episodes
An Interview with Benoît Murphy, CFA, FRM
In Episode 40 of TSG Time, Pat and Doug sit down with Benoît Murphy, President of Quantisys Inc. and a finance professional specializing in investment analytics, quantitative finance, and risk management. Benoît explores his journey fr...
An Interview with Bruce J. Feibel, CFA
In Episode 39 of TSG Time, Pat and Doug sit down with Bruce Feibel, CFA, Senior Vice President and Head of Wealth Services Research & Development at State Street. Bruce shares the story of how he built his career in investment perf...
An Interview with Sean Gilligan, CFA, CPA, CIPM
In Episode 38 of TSG Time, Pat and Doug sit down with Sean Gilligan, founder of Longs Peak Advisory Services. Sean has 25 years of experience in investment performance measurement, including the past 20 years focused on GIPS® compliance. He tal...
An Interview with Michael Ervolini
Michael Ervolini joins Pat and Doug for Episode 37 of TSG Time. Mike founded and was CEO of both Cabot Investment Technology, Inc. and Charter Research LLC, and he now spends his time as a writer and thought leader on the topics of active fund ...
An Interview with Kathleen Baird
In the first episode of 2026, Pat and Doug interview Kate Baird. Kate is the Managing Director of the Wealth Management Platform at First Rate, where she has spent 31 years. She talks about her role and what she enjoys most about working at Fir...
An Interview with Christopher Spaulding
In Episode 35, Pat and Doug celebrate TSG’s 35th anniversary with special guest, Christopher Spaulding. Chris is Managing Director and Chief Growth Officer (CGO) at TSG and has been with the firm since 2002. In this role, he oversees all client...
An Interview with Shifat Hasan, CFA, CMA
In Episode 34, Pat and Doug interview Shifat Hasan. Shifat is the Head of Investment Performance and Compliance at California State Teachers' Retirement System (CalSTRS), and she has over 17 years of experience in the performance industry. She ...
An Episode with Paul Farrar, CIPM
Paul Farrar joins Pat and Doug for Episode 33 of TSG Time. Paul is Head of Investment Analytics at Railpen, a UK Defined Benefit pension fund. With 16 years in performance, including nine at Railpen, he talks about his role and what he fi...
An Interview with Carol Penhale
In Episode 32, Pat and Doug sit down with Carol Penhale. Carol leads the development of the Canadian market for Rimes, partnering with C-level leaders at asset managers, asset owners, and asset servicers to help solve their most complex investm...
An Interview with Nishimwe Goreth
Nishimwe Goreth of First Rate joins Pat and Doug for Episode 31 of TSG Time. Nishimwe is an investment performance analyst at First Rate, where she has been serving wealth clients for the past five years, specializing in both performance and re...
An Interview with Jonnathan De Jesus, CFA
In Episode 30, Pat and Doug sit down with Jonnathan DeJesus, SVP and Head of Operations at Members Trust Company. With over a decade at Members Trust, Jonnathan has played a key role in shaping the firm’s operational strategy and building a rob...
An Interview with Joe D'Alessandro
In Episode 29, Pat and Doug sit down with 2025 Performance & Risk Measurement Hall of Fame inductee, Joe D’Alessandro. Joe is Director of Real Estate Performance Measurement for the National Council of Real Estate Investment Fiduciaries (NC...
An Interview with Gerard van Breukelen, CIPM
Gerard van Breukelen joins Pat and Doug for Episode 28 of TSG Time. Gerard is a Senior Performance Analyst at Robeco, an asset management company headquartered in the Netherlands. Gerard reflects on the biggest changes he's witnessed in the ind...
An Interview with Ashley Reeves, CIPM
Ashley Reeves joins Pat and Doug for Episode 27 of TSG Time. Ashley is a Senior Vice President and Senior GIPS verifier at TSG, and she regularly conducts GIPS and non-GIPS verifications, as well as GIPS examinations. She shares some of the mos...
An Interview with Lance Dial
In Episode 26, Pat and Doug interview Lance Dial, a partner and member of the Asset Management and Investment Funds practice at K&L Gates. Lance has experience advising asset managers and broker-dealers in all areas of the business. At the ...
An Interview with Michael Margulis
Michael Margulis joins Pat and Doug for Episode 25 of TSG Time. Michael manages the broker-dealer performance reporting team at Ameriprise Financial, responsible for maintaining the infrastructure to support the presentation of investment perf...
An Interview with Jennifer Barnette, CIPM
Jennifer Barnette joins Pat and Doug for Episode 24 of TSG Time. Jennifer is Senior Vice President at TSG and a member of our Verification Dream Team. Jen discusses some of the biggest surprises she's experienced as a verifier and the challenge...
An Interview with Chi Tu
In Episode 23, Pat and Doug sit down with Chi Tu. Chi is a senior manager at UC Investments, responsible for performance and reporting, and he has over 20 years of experience in the industry. UC Investments recently became GIPS® compliant, and ...
An Interview with Debi Rossi, CIPM
Debi Rossi joins Pat and Doug for Episode 22 of TSG Time. Debi is President of Kyza Performance Consulting, LLC, and she has over 25 years of experience in the performance measurement industry. Debi tells us about what inspired her to start her...
An Interview with Matt Swan, CFA
Matt Swan sits down with Pat and Doug for Episode 21 of TSG Time. Matt is Senior Director of Performance Measurement and Analytics at the Investment Management Corporation of Canada (IMCO), and he serves as 1st Vice-Chair of the Canadian Invest...
An Interview with John Longo, Ph.D.
John Longo joins us for Episode 20 of TSG Time. Dr. Longo is a Distinguished Professor of Finance & Economics at Rutgers Business School and Chief Investment Officer and Portfolio Manager at Beacon Trust. John co-authored Buffett’s Tips: A ...
An Interview with Nicholas Mirlocca
Nicholas Mirlocca joins us for Episode 19 of TSG Time. Nick is the Senior Product Manager for GIPS® at FactSet. He discusses FactSet's GIPS solution, the hurdles firms face on their way to compliance, and the impact outsourcing will have on GIP...
An Interview with Cynthia Shaw-Pereira
Cynthia Shaw-Pereira joins us for Episode 18 of TSG Time. Cynthia is Vice President and Head of Asset Owner Solutions at CIBC Mellon. She’s responsible for establishing strategic priorities for her firm’s asset owner segment and services for in...
An Interview with Theo Bell
Theo Bell joins Pat and Doug for Episode 17 of TSG Time. Theo is Head of AI Product at Rimes Technologies where she leads the company’s efforts to leverage AI technology in order to provide cutting-edge data management solutions to clients. The...
An Interview with John D. Simpson
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 Verif...