TSG Time with Pat and Doug
A monthly podcast that tackles all things performance measurement, in 30 minutes or less. Co-hosted by Patrick Fowler and Douglas Spaulding of TSG.
Episodes
21 episodes
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 ...
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38:58
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...
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Episode 19
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25:58
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...
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Episode 18
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26:45
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...
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Episode 17
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18:34
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...
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Episode 16
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25:29
An Interview with Frances Barney
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...
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Episode 15
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16:54
An Interview with Chris Lourens
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...
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Episode 14
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35:49
An Interview with Arun Muralidhar
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...
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Episode 13
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36:19
An Interview with Melissa Ahern
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...
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Episode 12
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15:03
An Interview with Alex Serman
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...
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Episode 11
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28:30
An Interview with Irina Almeida
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 ...
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Episode 10
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15:18
An Interview with Claude Giguère
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...
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Episode 9
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31:57
An Interview with Diane Robertson
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...
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Episode 8
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29:02
An Interview with Elske van de Burgt
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 ...
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Episode 7
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26:15
An Interview with James Cardamone
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...
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Episode 6
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21:57
TSG Half Time: An Interview with Patrick Fowler
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 ...
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Episode 5
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16:37
An Interview with Susan Agbenoto
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...
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Episode 5
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27:55
An Interview with Stephen Campisi, CFA
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 ...
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Episode 4
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28:28
An Interview with Carl Bacon
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 expec...
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Episode 3
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24:03
An Interview with Dan diBartolomeo
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 ...
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Episode 2
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29:41
An Interview with David Spaulding
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 SE...
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Episode 1
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26:24