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...

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 ...

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...

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...

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 ...

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...

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...

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 ...

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...

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...

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...

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...

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 & Ris...

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 Spauldi...

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 artic...

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...

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 Institu...

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 ...

In this episode of TSG Time, Pat and Doug interview Claude Giguère. Claude is the CEO and Co-Founder of Robust Technologies, an industry leader in investment performance software. He has 35 years of experience in performance measurement and was...

Diane Robertson joins Pat and Doug for Episode 8 of TSG Time. Diane is Vice President, Head of Global Performance, Analytics, and Reporting at T. Rowe Price. She has 25 years of experience in the financial industry and is a 2022 recipient of TS...

Pat and Doug sit down with Elske van de Burgt for Episode 7 of TSG Time.  Elske has been with Ortec Finance for over 25 years and is the managing director of the Investment Performance group. She discusses a second position she's recently ...

James Cardamone of FactSet joins Pat and Doug for Episode 6 and discusses his recent article, “Measurable Ways for Performance Teams to Add Value in ESG Investing,” which was published in the Winter 2022/2023 issue of The Journal of Perform...

Doug interviews Pat in this bonus episode of TSG Time. Pat celebrated his 25th anniversary at TSG in June. In this episode, he shares some of the highlights of his career, discusses how the company became the leader in the performance and risk ...

In Episode 5, Susan Agbenoto of Opus Investment Management joins Pat and Doug and discusses the overarching blocks of performance in GIPS compliance. She shares highlights from the inaugural Women in Performance Measurement event, which was hel...

In this episode, Pat and Doug sit down with Stephen Campisi of The Pensar Group to discuss his recent Journal article, "Evaluating Benchmark Misfit Risk" as well as his upcoming PMAR presentation based on that article, and his current research ...