An Interview with Jane Atmodjojo, CFA, CIPM

An Interview with Jane Atmodjojo, CFA, CIPM

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, executives, and now a growing business, and reflects on the major changes she has witnessed in performance measurement and reporting over the course of her career. In the lightning round, she reveals her favorite travel destination, the app she can't live without, and career advice for her younger self.

An Interview with Benoît Murphy, CFA, FRM

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, risk management, and technology shapes his approach to portfolio analytics, and reflects on the industry changes he’s witnessed over the past 25 years. Benoît also offers advice for staying relevant in an increasingly data- and technology-driven investment world. In the lightning round, he shares travel tips for Milan and Lake Como, and recounts a meaningful act of kindness.

An Interview with Bruce J. Feibel, CFA

In Episode 39 of TSG Time, Pat and Doug sit down with Bruce Feibel, CFA, Senior Vice President and Head of Wealth Services Research & Development at State Street. Bruce shares the story of how he built his career in investment performance measurement and reflects on the lessons that have shaped his approach to innovation across performance analytics, product strategy, and wealth services. He discusses his current role leading the development of portfolio management capabilities for wealth managers, private banks, and family offices, and what excites him most about the intersection of investment science, AI, and data. Bruce also talks about his experience as a writer and researcher, and offers practical advice for professionals interested in publishing in the field. In the lightning round, Bruce shares his go-to travel destinations, what fuels his workday, and the hobby he’d most like to master.

An Interview with Sean Gilligan, CFA, CPA, CIPM

In Episode 38 of TSG Time, Pat and Doug sit down with Sean Gilligan, founder of Longs Peak Advisory Services. Sean has 25 years of experience in investment performance measurement, including the past 20 years focused on GIPS® compliance. He talks about what he’s learned from building a niche business in our industry, discusses the culture at Longs Peak, and explains the practices that will help protect that culture as the firm grows.  He also explores the biggest data challenges firms face on the path to GIPS compliance and where AI is headed in performance measurement: “We’re already seeing impressive tools at large organizations using AI and massive data sets to analyze how portfolio managers perform across every part of the decision-making process. It will be interesting to see how those capabilities expand to smaller firms across the industry.” In the lightning round, Sean names the actor who would play him in the movie about his life, recommends books, and tells us about the best meal he’s ever eaten.

An Interview with Michael Ervolini

Michael Ervolini joins Pat and Doug for Episode 37 of TSG Time. Mike founded and was CEO of both Cabot Investment Technology, Inc. and Charter Research LLC, and he now spends his time as a writer and thought leader on the topics of active fund management, behavioral finance, and decision making. Mike is the author of the newly released book, Skill Versus Luck: Taking the Guessing Out of Equity Fund Selection. He talks about what first sparked his interest in finance and analytics, reflects on an investing belief from early in his career that he no longer holds , and explains the problem he set out to solve for investors with his new book. Mike also shares what he hopes attendees will think differently about after his upcoming PMAR Conference presentation, "You Can’t Find Skill in Returns: Distinguishing Performance from the Decisions That Generate Them." In the lightning round, he tells us what he’s most grateful for right now, a family story that still gets told, and the historical moment he’d most like to experience firsthand.