TSG Time with Pat and Doug

In Episode 44 of TSG Time, Pat and Doug interview Peter Kassar, Global Product Manager for Confluence Revolution. Peter brings more than 25 years of experience across banking and financial services. He shares how he found his way into performance measurement and discusses how his experience as both a practitioner and technology provider has shaped his approach to developing solutions for investment professionals. He previews the performance reporting panel he’ll be a panelist for at PMAR EMEA...

In Episode 43 of TSG Time, Pat and Doug sit down with Jon Loboda, Performance Measurement Operations Manager at the State of Wisconsin Investment Board (SWIB). Jon shares his path into performance measurement and discusses his role overseeing the performance calculation process, performance data, reporting, and analysis for the Wisconsin Retirement System and other state-sponsored investment funds. Jon explores some of the challenges facing performance teams today and explains why the work ha...

In Episode 42 of TSG Time, Pat Fowler and Doug Spaulding sit down with Patrick Trencansky, Vice President of Investment Performance at First Eagle Investments. Patrick discusses his journey from wealth management into investment performance measurement, attribution, and GIPS® compliance. He reflects on the lessons he’s learned throughout his career, the value of earning the CIPM designation, and the growing challenges investment firms face as they scale reporting and automation efforts. The c...

In Episode 41 of TSG Time, Doug and Pat sit down with Jane Atmodjojo, co-founder of EquiForce and a leader in investment operations, performance measurement, and reporting. Jane shares the story of how she built a nearly 30-year career in the investment management industry, the experiences that led her from executive leadership roles to entrepreneurship, and what gave her the confidence to launch her own firm. She discusses how her leadership philosophy has evolved while managing teams, execu...

In Episode 40 of TSG Time, Pat and Doug sit down with Benoît Murphy, President of Quantisys, Inc., and a finance professional specializing in investment analytics, quantitative finance, and risk management. Benoît explores his journey from economist and lecturer to Manager - Investment Strategy for a large Canadian pension fund and entrepreneur, sharing the experiences that prepared him to start his own firm. He explains how his interdisciplinary background in economics, investment strategy, ...