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Agenda + Session Topics Agenda + Session Topics
See speaker bios
Download the Agenda
  • Solutions Through Partnership
  • Trends in Performance Measurement
  • Bubbles, Manias and the Importance of Behavioral Finance
  • Revolutionizing the Manager Selection and Evaluation Process
  • GIPS: What risk measures should be presented with performance?
  • Performance Measurement: Communicating your Value through Performance Reporting
  • Themed Reports - The New World of Client "Designer" Performance Reports
Who Should Attend
  • Portfolio/Investment Managers
  • Analysts
  • Chief Investment Officers
  • Chief Technology Officers
  • Investment Advisers
  • Relationship Managers, Trust officers
  • Consultants
  • Performance Managers

Please Note: Any person attending First Rate’s Performance Conference grants permission to First Rate to use and publish his or her image or likeness in the form of photograph, video, audio, or any other recorded manner collected in connection with the First Rate Performance Conference.

Reserve Now Fees + Travel

Conference Fee: Sponsored by First Rate

Your Registration Includes: Continental breakfasts, refreshment breaks, lunches, networking dinners, the opportunity to meet with investment colleagues and speakers from around the world, a notebook containing conference materials, post-conference access to presentation materials and a complimentary spa service or golf outing.

Hotel Information: First Rate has arranged for a special group rate of US$175/night at the Four Seasons Resort and Club Dallas at Las Colinas. When phoning in to make a reservation refer to "First Rate Performance Conference." To book a reservation online refer to the corporate/group code below. The discounted rate will expire February 25, 2012 (Rates are subject to availability).

Transportation: If you are flying in to the Dallas/Fort Worth International Airport (DFW), the Four Seasons Resort’s fee-based hotel-airport shuttle can transport you the 15 mile journey. It operates on an as-needed basis. Contact the hotel at 972.717.0700 to arrange airport pick-up.

Attire: Business casual attire is appropriate for this conference.

Special Needs: Please contact First Rate for services to accommodate a disability or to inform First Rate of any dietary restrictions. (Please include this information when you register for the conference.)

Four Seasons Resort and Club Dallas
4150 North Macarthur Boulevard
Irving, TX 75038
Reservations: (927) 717-0700


Book Your Reservation Now

*Corporate/Group Code: 0325FIRST