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© 2025 TSG Time with Pat and Doug
Description
A monthly podcast that tackles all things performance measurement, in 30 minutes or less. Co-hosted by Patrick Fowler and Douglas Spaulding of TSG.
34 Episodes
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Paul Farrar joins Pat and Doug for Episode 33 of TSG Time. Paul is Head of Investment Analytics at Railpen, a UK Defined Benefit pension fund. With 16 years in performance, including nine at Railpen, he talks about his role and what he finds most rewarding about being part of the team. In September, Paul attended PMAR Europe in London, where he participated in a panel discussion on “The Future Role of Performance Professionals in a Modern AI World,” and shared practical use cases of AI ...
In Episode 32, Pat and Doug sit down with Carol Penhale. Carol leads the development of the Canadian market for Rimes, partnering with C-level leaders at asset managers, asset owners, and asset servicers to help solve their most complex investment data management challenges. At the Toronto Performance and Data Analytics Summit hosted by TSG and sponsored by Rimes and First Rate this summer, Carol participated in a panel that explored AI uses cases and benefits for performance teams, and...
Nishimwe Goreth of First Rate joins Pat and Doug for Episode 31 of TSG Time. Nishimwe is an investment performance analyst at First Rate, where she has been serving wealth clients for the past five years, specializing in both performance and reporting systems. In 2024, Nishimwe received the Rising Star Award from the US Fintech Awards and was named to the 2024 “40 Under 40” by the Greater Arlington Chamber of Commerce. She tells us what these honors mean to her and how they've influenced her ...
In Episode 30, Pat and Doug sit down with Jonnathan DeJesus, SVP and Head of Operations at Members Trust Company. With over a decade at Members Trust, Jonnathan has played a key role in shaping the firm’s operational strategy and building a robust data ecosystem that enhances visibility and drives efficiency across portfolios. He discusses his professional journey and the transition into his new leadership role, reflecting on the lessons learned along the way. At PMAR 2025, Jonnathan was part...
In 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 h...
Gerard 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 Wei...
Ashley 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,...
In 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 al...
Michael 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 ad...
Jennifer 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 i...
In 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 th...
Debi 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 Skil...
Matt 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 ...
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 ...
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 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 vali...
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 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 p...
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. Theo talks about the challenges facing the asset management industry and the ways that AI can help with productivity, personalization, and private market data. "From the productivity side, I think there's a lot in terms of sales and marketing, so you can g...
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 Verification Officer (CVO) and discusses how this unique role sets TSG apart. John talks about his favorite PMAR memory, Performance Jeopardy, the importance of the CIPM designation, and what he likes most about his career in performance measurement. "Our in...
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 & Risk Measurement award. This May at the PMAR (Performance Measurement, Attribution, and Risk) conference, Frances will be participating in a panel on methods and styles of client reporting, and she gives us a sneak peek at the topic. She shares her favorit...
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 Spaulding titled “The GIPS Standards and The South African Market: What You Need to Know,” and he shares some of the key takeaways from that event. He discusses GIPS myths, the GIPS Compliance Thinktank, and the benefits of compliance for asset owners. "But I ...
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