TSG Time with Pat and Doug

Carl Bacon of Confluence joins us for Episode 3 and discusses the 3rd edition of his book, Practical Portfolio Performance Measurement and Attribution (Wiley, 2022). He goes over some of the changes and additions that readers can expect to see in this edition, including a new, massive chapter on attribution and an expanded chapter on risk. The book also features a section on the asset management industry and covers the GIPS® 2020 revisions. He talks about his preference for geometric attribution, his love of space opera, and tells us about his favorite football team, the New England Patriots, and how he became a fan.

In episode 2 of TSG Time, Pat and Doug interview Dan diBartolomeo, president and founder of Northfield Information Services, Inc. Dan discusses his upcoming PMAR conference presentation and Journal article, “Performance Evaluation and Risk When Returns Aren’t Normally Distributed," and touches on his research and writing process. He talks about his analytical work that helped uncover the Madoff investment fraud, provides solid advice to those starting out in the investment industry, and shares the story of his dog's encounter with a bear.

In our first episode, Pat and Doug sit down with the founder and CEO of TSG, David D. Spaulding, DPS, CIPM to discuss his career in performance measurement, the growth of the industry, his passion for performance, and his thoughts on the new SEC marketing rule.Dave shares his favorite Performance Measurement Forum moment and city, and talks about the differences between the US and European Forums. We conclude the interview with a lightning round of questions.