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1 day 12 sessions 120+ attendees Performance Measurement Americas 2016 Attendees by SECTOR Buy-Side Firm Bank Solution Provider Misc Performance Measurement Americas 2016 Attendees by SENIORITY

Mutual Funds, State Investment Funds, and Insurance Companies Titles: COOs, CCOs, CTOs, Heads, Managing Directors, SVPs, VPs, Managers, Analysts Specialties: Performance Measurement, Fixed Income

2 1 day 12 sessions 120+ attendees Performance Measurement Americas 2016 Attendees by SECTOR Buy-Side Firm Bank Solution Provider Misc Performance Measurement Americas 2016 Attendees by SENIORITY Analyst, Associate C-Suite Director, VP, Head ManagingDirector, EVP, SVP Senior Analyst,Manager, AVP Who should attend: Firms: Asset Managers, Hedge Funds, Pension Funds, Banks, Regulatory Bodies, Mutual Funds, State Investment Funds, and Insurance Companies Titles: COOs, CCOs, CTOs, Heads, Managing Directors, SVPs, VPs, Managers, Analysts Specialties: Performance Measurement, Fixed Income Attribution, GIPS, Risk Management, Investment Operations, Portfolio Management, Data Management, Data Governance, Regulatory, Technology FTF always provides content rich conferences, with leading industry experts, with great networking. The conference administration and amenities are always flawless. Performance Measurement Attendee EU Regulations Cloud Computing Pushes the Buy vs. Build Debate Active Management Under Fire Performance Measurement Careers GIPS Standards Client Reporting Sourcing Benchmark Data Fixed Income And more!

Benefits of Sponsorship Be a leader of the performance measurement community.

Panel Seat Two 30-minute sessions available Custom topic, custom format Sponsored Exhibit by: Chairperson Be a thought leader in the literal sense of the word and set the tone of the

(other sizing available) Includes tickets for reps to work the room and make personal connections with prospects One panelist on session of 3-4 panelists and 1 moderator Maximum of 2

measurement by hosting the Performance Measurement Europe welcome cocktails, breakfast, lunch, or networking break Your branding will be front and center in all promotions and on custom,

3 Benefits of Sponsorship Be a leader of the performance measurement community. Exhibit to Meet 100+ Attendees in Person Get Full Contact Details for 100+ Attendees Present to Establish Your Brand as Subject Matter Experts Sponsorship Opportunities Solo Presentation Panel Seat Two 30-minute sessions available Custom topic, custom format Sponsored Exhibit by: Chairperson Be a thought leader in the literal sense of the word and set the tone of the conference Open and close the day with total of 30 minutes remarks Introduce keynote speakers Introduce each panel Be the face of the conference Share your product with a 6x3 tabletop stand (other sizing available) Includes tickets for reps to work the room and make personal connections with prospects One panelist on session of 3-4 panelists and 1 moderator Maximum of 2 sponsored panelists on each session Topics available on first-come, first-served basis Topics available subject to change Sponsored Cocktail Reception or Meal Put the fun in performance measurement by hosting the Performance Measurement Europe welcome cocktails, breakfast, lunch, or networking break Your branding will be front and center in all promotions and on custom, co-branded meal collateral Custom Package Like some of these ideas but not all of them? Like none of them but want to participate as a sponsor? Contact German Chavez at German.Chavez@ftfnews.com or x 113, tell us what you need, and we ll customize your sponsorship package to deliver exactly what you need.

4 Conference Advisory Board

5 AGENDA Thursday, September 15, 2016 Breakfast and Check-in start at 8:15am 9:00am 9:15am Chairperson s Welcome & Opening Remarks Does Optimal PM Cost Too Much? Optimal performance measurement can come with a hefty price tag. Getting the right benchmark data could bust the budget, given the costs of market data delivery and cleansing and licensing. Software systems and IT management issues will also push costs upward. Panel members in this session will consider how best to source benchmark data, select the right software systems, and build or outsource the IT infrastructure. What IT systems will cause firms to automate? How do firms keep control over data costs? How do you select the right software system for your firm? When do firms turn to outsourcing? 10:00am Passing Time 10:05am Fixed Income Attribution Options Active Management Under Fire There are several different models of fixed Active management retains the human touch in the income attribution for firms to choose from. oversight of a fund's portfolio as it requires portfolio This session will give an overview of the major managers to use research, forecasts, and their own models available and the advantages and judgment to make investment decisions. Firms charge disadvantages of each and how to choose a more for this approach compared to the low-cost index method that best matches the investment funds that represent the passive management approach. process. The European Securities and Markets Authority (ESMA) How should attribution align to your got involved because some firms have been charging investment process? active management prices for passively managed What are the most important aspects to portfolios. The practice is known as closet indexing. your firm? ESMA has created a set of metrics that will be applied to Is it a one size fits all approach across a fund s performance to see if a firm is engaging in strategy, or are there changes needed for closet indexing. specific strategies. What are the new demands made upon PM teams? Panelists: Grégoire Hug, Research and What are the liabilities for PM teams if irregularities Development Analyst Performance and Risk are found? Measurement, BNP Paribas What can PM teams to stop closet indexing? Are active managers charging too much via fees based on the delivery of active returns? Moderator: Joe Kavanagh, BSC (MGMT), CFA, Head of Performance Measurement and Risk Analysis, Kleinwort Benson Investors Julien Cuisinier, Head of Investment Analytics, Henderson Global Investors Ian Barnett, Global Head of Portfolio Analytics & Design, HSBC Global Asset Management 10:50am Networking Break with Exhibitors

6 11:20am 11:50am 12:40am 1:40 pm 2:10pm Sponsored Presentation EU Regulations Put New Pressure on PM Teams A wide range of E.U. regulations are requiring firms to provide extensive performance measurement data. These requirements are putting new demands upon securities firms such as asset managers and providers such as custodians. The regulatory workload is putting new pressure on PM teams and it s impacting budgets as compliance is expensive and these costs cannot be billed back to the clients. What has been the impact of recent UCITS regulatory rules on overall performance? What has been the impact of Basel III updates on performance? How has stress testing for European Banks influenced performance measurement? Has one region or product been significantly impacted? Any particular trading strategies impacted? Have fund passports resulted in more uniform performance across multiple jurisdictions? If no, which regions stand out and why? Has a single market or product been overly impacted by the regulatory onslaught? Conversely, what markets or products have been ignored? Any particular trading strategies impacted? Lunch Keynote Presentation Passing Time 2:15pm Cloud Computing Pushes the Buy vs. Build Debate Cloud computing has come to performance measurement and it is reviving the buy vs. build debate. Performance measurement providers have been pushing cloud versions of their offerings. While there are many IT management benefits, there is pushback among those that would prefer that their equity managers call them directly rather than log into a cloud. How much of an impact is the cloud having? What is the process for deciding between buy vs. build? How does the cloud change the role of the performance measurement team? Panelists: Marc Rubenfeld, CIPM, Head of Eagle Solutions, Eagle Investment Systems IS GIPS Important to you? It has become a de facto requirement in many RFPs that Asset Managers need to state that they are GIPS Compliant and have undergone a GIPS verification. With investors needs in mind, PM teams and the firms they work for have to consider supporting the Global Investment Performance Standards (GIPS). Many firms need more information before they become GIPS compliant and the latest changes for such compliance. In addition, investors need to come up to speed on GIPS compliance and the benefits. How important is GIPS compliance to a firm attracting clients? How viable is a Performance Examination if you already have been GIPS verified? What does a consulting firm look for when pitching a money manager to a client? Where is Europe in comparison to the U.S. as far as claiming GIPS compliance? How is GIPS compliance impacting the competition between European and North American firms, as well as those cross-border global selling? Panelists: Geoff Hecht, CIPM, Partner, Ashland Partners Joe Kavanagh, BSC (MGMT), CFA, Head of Performance Measurement and Risk Analysis, Kleinwort Benson Investors Daniel Weber, Head of Performance, Pictet Asset Management

7 3:00 pm 3:05 pm 3:35 pm Passing Time Sponsored Presentation Networking Break with Exhibitors 4:05 pm Raising the Stakes for Performance Measurement Staying Ahead of Client Demands Regulators, investors and firms themselves are raising Client reporting is ever-changing as investors want the standards for performance measurement. Not only more transparency and more options for updates, do PM teams need to focus on results, they have to including digital channels and multiple types of deliver data with insight, and have to take a proactive reports. Client relationship teams also need role in fixing problems with data quality, gathering and analytical tools and strong internal support. In distribution. As such, the scope of PM teams overlaps addition, client-facing staff at all levels must be well with aspects of risk management, particularly versed in fixed income, equities, derivatives, operational risk. Staff members at firms now have the alternatives, sustainable investments and advanced chance to consider new career paths. Ultimately, firms asset allocation. Firms also need staff members and are finding benefits when risk and PM teams work more systems that help them collect and validate data on closely together. investment mandates, funds and benchmarks. Staff How should firms respond to CFA or CIPM must also meet tight deadlines for producing credentials? What are the advantages/disadvantages monthly valuation and benchmark analyses. of each? What are some best practices for quality control? What are the benefits of either professional exams How does a firm discover new investment or relying on training by doing? services or improve existing offerings to clients? Should PM team members be specialists or Is client service different for a full-service generalists? advisory approach than for a self-directed service How much should PM teams know about risk model? management? What are some of the most desirable How does risk management inform performance qualifications for client reporting staff? measurement? How important are digital channels for client How do these disciplines impact the decisions for reporting? portfolio hedging and diversification? Panelists: Abdul Khan, Managing Director, BNY Moderator: Joe Kavanagh, BSC (MGMT), CFA, Head of Mellon Performance Measurement and Risk Analysis, Kleinwort Benson Investors Julien Cuisinier, Head of Investment Analytics, Henderson Global Investors 4:50 pm Passing Time 4:55 pm 5:25 pm Practitioner Think Tank This is a closed door session to sponsors and vendors where practitioners can participate in interactive discussions with their peers in an open, yet private environment. Practitioners are provided the opportunity to engage in collaborative discussions about any firm or industry challenges they might be experiencing, what solutions, if any, there are in mitigating these issues and any concerning topics that might have come up throughout the day. It s a chance to be open and honest and provide help if possible. If you don t wish to participate in the discussions, just come and listen and learn. But, what happens in this room, stays in this room. Moderator: James Neill, Director Performance, Risk Analytics and Compliance Reporting, Citi Chairperson s Closing Remarks

8 Sponsors Include Panel Sponsors

SPONSORSHIP INVITATION

11TH ANNUAL TAX PLANNING STRATEGIES U.S. - LATIN MANDARIN ORIENTAL HOTEL MIAMI, FL USA Branch SPONSORSHIP INVITATION CONFERENCE INFORMATION ABOUT THE CONFERENCE The Annual U.S. Latin America Tax Planning