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TSG Time with Pat and Doug

Doug Spaulding, Pat Fowler
Performance Measurement
Artificial Intelligence
GIPS Verification
Investment Performance
Michael Ervolini
PMAR
Rimes
Journal Of Performance Measurement
First Rate
Skill Versus Luck
GIPS
Members Trust Company
Railpen
TSG
Women In Finance
Longs Peak Advisory Services
OCIO
Investment Performance Measurement
Quantisys Inc.
Equiforce

A monthly podcast that tackles all things performance measurement, in 30 minutes or less. Co-hosted by Patrick Fowler and Douglas Spaulding of TSG.

PublishesMonthlyEpisodes45Founded4 years ago
Number of ListenersCategory
Business

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Artwork for TSG Time

Latest Episodes

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 mea... more

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 per... more

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 measureme... more

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 investm... more

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 ... more

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... more

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 abo... more

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 manage... more

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Recent Guests

Jane Atmodjojo
Co-founder of EquiForce, focused on investment operations, performance measurement and data architecture
EquiForce
Episode: An Interview with Jane Atmodjojo, CFA, CIPM
Benoît Murphy
President of Quantisys Inc., finance professional specializing in investment analytics, quantitative finance and risk management
Quantisys Inc.
Episode: An Interview with Benoît Murphy, CFA, FRM
Bruce Feibel
Senior Vice President and Head of Wealth Services Research and Development at State Street
State Street
Episode: An Interview with Bruce J. Feibel, CFA
Sean Gilligan
Founder, Longs Peak Advisory Services
Longs Peak Advisory Services
Episode: An Interview with Sean Gilligan, CFA, CPA, CIPM
Michael Ervolini
Writer and thought leader on active fund management, behavioral finance, and decision making
Former CEO of Cabot Investment Technology, Charter Research LLC
Episode: An Interview with Michael Ervolini
Kate Baird
Managing Director, Wealth Management Platform at First Rate
First Rate
Episode: An Interview with Kathleen Baird
Chris Spaulding
Managing Director and Chief Growth Officer at TSG
TSG
Episode: An Interview with Christopher Spaulding
Shifat Hasan
Head of Investment Performance and Compliance at CalSTRS
California State Teachers' Retirement System (CalSTRS)
Episode: An Interview with Shifat Hasan, CFA, CMA
Paul Farrar
Head of Investment Analytics at Railpen
Railpen
Episode: An Episode with Paul Farrar, CIPM

Hosts

Patrick Fowler
Host of TSG Time with Pat and Doug, co-leader for performance measurement and analytics content.
Douglas Spaulding
Co-host focusing on performance measurement, company history, and industry education.

Talking Points

Recent interactions between the hosts and their guests.

An Interview with Jonnathan De Jesus, CFA
Q: What has your journey at Members Trust Company been like and what is your new role?
My role combines traditional investment operations with the day-to-day trading, oversight, performance measurement, and now a more integrated approach with trust operations, bringing teams together to work more cohesively for client accounts.
An Interview with Michael Ervolini
Q: Is there a question you wish allocators would ask when evaluating managers?
Ask which of the manager's skills are driving the results and demand rigorous, analytics-backed evidence of those skills across holding periods and across sectors to ensure alignment with stated strategies.
An Interview with Michael Ervolini
Q: What would you hope attendees take away from your PMAR session?
They should leave with a clear willingness to integrate decision-based analytics into their organization, enabling them to see not just the outcomes but the drivers of those outcomes and to use that knowledge to inform allocations.
An Interview with Michael Ervolini
Q: Sure. If you can give one piece of advice to aspiring authors in the finance world, what would it be?
Have a valuable idea that clearly adds value to your target readership, then execute with discipline, test it with trusted industry colleagues, and refine your concept until it genuinely helps readers apply something new and useful.
An Interview with Bruce J. Feibel, CFA
Q: If your career had a theme song, what would it be?
Bruce answers with Aerosmith's Back in the Saddle as a reminder to persevere and push through new ventures, which he uses to motivate himself and his teams when taking on challenging projects.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
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Interests
Professions
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Household Income
Social Media Reach

Frequently Asked Questions About TSG Time

What is TSG Time about and what kind of topics does it cover?

This show centers on performance measurement and the data-driven side of asset management, with short, focused conversations that translate complex analytics into practical takeaways for practitioners. Episodes frequently cover data quality, governance, AI and automation in reporting, GIPS and attribution, and the evolving roles of analytics teams in pensions, wealth management, and asset owners. Notably, guests tend to be senior data and analytics leaders, practitioners focused on measurement, and industry educators who share concrete frameworks, best practices, and real-world lessons for building scalable measurement systems. Listeners likely value rigorous analysis, governance, and clear storytelling in performance reporting, and may be ... more

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How many episodes of TSG Time are there?

TSG Time launched 4 years ago and published 45 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on TSG Time?

Recent guests on TSG Time include:

1. Jane Atmodjojo
2. Benoît Murphy
3. Bruce Feibel
4. Sean Gilligan
5. Michael Ervolini
6. Kate Baird
7. Chris Spaulding
8. Shifat Hasan

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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