Shows
TSG Time with Pat and DougAn Interview with Joe D'AlessandroIn 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 (NCREIF), and is primarily responsible for fund index and attribution products, including the launch of new data products. Joe has over 35 years of industry experience, and he takes us back to where it all started. He reflects on the journey that brought him to where he is today and tells us what induction into the Hall of Fame means to him. In addition to th...2025-06-1530 minTSG Time with Pat and DougAn Interview with Gerard van Breukelen, CIPMGerard 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 industry over the past three decades and shares his outlook on where we're headed. Ten years ago, Gerard and Bas Leerink received the Dietz Award for their article, "Multi-Period Performance Attribution: Framework for an Allocation Effect Taking Active Weight Drift Into Account." Gerard shares some of the key insights from the article and talks about his writing process. He also discusses t...2025-05-1522 minTSG Time with Pat and DougAn Interview with Ashley Reeves, CIPMAshley 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 most surprising experiences she's had as a verifier, her top recommendation for clients, and the most rewarding moments of her career so far. “I really like mentoring my newer colleagues when they join. We have a lot of very experienced people on our team, but they might not have been experienced in verification, so I really like sharing my...2025-04-2127 minTSG Time with Pat and DougAn Interview with Lance DialIn 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 PMAR Conference this May, Lance will be on an SEC Marketing panel, and he provides us with a sneak peek of the the presentation. He gives us a snapshot of a day in his life as an investment performance lawyer. "The great thing about what I do is it's always unexpected. There are so many different things that I...2025-03-1428 minTSG Time with Pat and DougAn Interview with Michael MargulisMichael 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 performance to approximately 10,000 financial advisors and millions of mostly retail clients. He reflects on the most significant industry change he's witnessed over the past 25 years, shares the most valuable experiences of his career so far, and offers advice to those beginning their careers in performance. A member of the Data Quality Working Group, Michaels gives us a summary of the work the group did. "I was o...2025-02-1428 minTSG Time with Pat and DougAn Interview with Jennifer Barnette, CIPMJennifer 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 challenges that she's overcome since taking on this position. She tells us what she likes most about her career, shares the number one recommendation she gives clients, and talks about what she's most excited about in the years to come. "I would say artificial intelligence. I'm most excited to see how that transforms not only performance measurement and reporting...2025-01-2224 min
Talking Trees with Davey TreeWinter Storm Cleanup PART 2Michael Spaulding from Davey's Portland, OR office talks about what post winter storm tree work looks like for arborists, including how Michael and his team handled Portland's January 2024 winter storm. In this episode we cover: What post storm work looks like for an arborist (0:39)Setting up priority (3:11)Powerlines (4:49)Being a counselor to clients (6:11)Insurance (8:41)Task priority management (9:54)Wrapping up the storm work (15:55)How it feels to help clients with storm cleanup work (17:07)To find your local Davey office, check out our find a local office page to search by zip code.2025-01-0921 minTalking Trees with Davey TreeWinter Storm Preparation PART 1Michael Spaulding from Davey's Portland, OR office talks about what an arborist does to prepare for winter storms and what homeowners can do to help, as well as how Portland's January 2024 storm affected Davey's office, clients and trees in the area. In this episode we cover: What does an arborist do to prepare for a winter storm? (0:40) (5:33)How long can storm work take? (2:09)Portland's January 2024 storm (3:22) (7:48)What homeowners can do before a storm (6:37)Annual visits with an arborist (8:33)How Michael became an arborist (10:53)What Michael loves about his job (12:35)Portland's season (13:36)Lasting effects from Po...2025-01-0218 minTSG Time with Pat and DougAn Interview with Chi TuIn 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 Chi discusses the verification process and provides advice to firms that are considering compliance with GIPS. He talks about his most influential mentors, the challenges he foresees in the industry, and how the field of performance has evolved since the start of his career. “It went from quarterly, monthly, and now to daily, and I think that is huge. Bef...2024-12-1521 minTSG Time with Pat and DougAn Interview with Debi Rossi, CIPMDebi 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 own business and discusses the biggest challenge she faced when she became an external consultant after working for an investment manager. At this year's PMAR Conference, Debi and Christine Iannacone of Prudential gave a presentation on "Essential Skillsets of the Performance Professional," and Debi shares some of the key points and takeaways from the discussion. "The next part...2024-11-1522 minTSG Time with Pat and DougAn Interview with Matt Swan, CFAMatt 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 Investment Performance Council (CIPC). He talks about his journey at IMCO and the process of building and leading a strong performance team. “Institutional investors are hungry for analytics to support their investment decision-making process, and building a team that’s constantly enhancing the offering and always improving the stakeholder experience is the key to our success.” He discusses his involvement with t...2024-10-1514 min
SkyWatchTVTHE RESURRECTION WAR The title of this year’s Defender Virtual Conference is “The Resurrection War,” inspired by the apostle Paul’s emphasis on the importance of the bodily resurrection of Jesus to our faith: “If in Christ we have hope in this life only, we are of all people most to be pitied.”In other words, physical resurrection, and the promise that “we shall not all sleep, but we shall all be changed,” is central to Christian theology—and we should focus on that regardless of what’s happening in the natural realm.Hear from dozen...2024-09-2928 minTSG Time with Pat and DougAn 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 Guide to Financial Literacy, and he discusses how he came up with the idea for the book, the writing process, and the experience of writing a book with his son, Tyler. John talks about the trips he’s gone on with Rutgers students to meet Warren Buffett in Omaha, Nebraska. “For many years, Buffett met with students on a Friday afternoon, roughl...2024-09-1538 minTSG Time with Pat and DougAn Interview with Nicholas MirloccaNicholas 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 GIPS professionals. "That additional level of validation needs to happen. If you're relying on a third party to send you your performance after they've done the operations and closed the books, you can't just lean on that. The performance team and the validation process are still key." He also talks about the latest trends in performance and provides advice t...2024-08-1525 minTSG Time with Pat and DougAn Interview with Cynthia Shaw-PereiraCynthia 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 institutional investors active in the Canadian Market. A 2024 recipient of the Outstanding Women in Performance & Risk Measurement award, Cynthia tells us what the award means to her and reflects on her experiences in the industry. Cynthia was part of the “Performance Challenges with Private Equity” panel at the PMAR Conference in May and she provides us with a summary and key point...2024-07-1526 min