TSG Time with Pat and Doug

Hosted by Doug Spaulding, Pat Fowler

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Episodes

Latest episode

Aug 2026

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EN-US

About the show

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

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44 recent

August 14, 2026Episode 4323 min

An Interview with Jon Loboda

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 happening behind the scenes is so important to investment decision-making. He also reflects on his participation in the “AI, Anxiety, and Analytical Opportunity” panel at this year’s PMAR Conference, including the evolving role of AI in performance measurement and the skills professionals will need as technology continues to reshape the industry. Jon offers advice for recent graduates entering the field and shares his biggest takeaways from PMAR. In the lightning round, Jon talks about his love of My Morning Jacket, the skill he’d most like to master, where he’d travel tomorrow, and the one task he’d never trust AI to do.

July 15, 2026Episode 4229 min

An Interview with Patrick Trencansky, CIPM

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 conversation also explores the growing role of artificial intelligence in investment performance, the opportunities AI creates for improving reporting, and the new risks firms should consider. He also shares insights on the value of the Performance Measurement Forum, offers career advice for professionals entering the industry, and closes with a fun lightning round covering everything from his favorite childhood memory to the one part of life he’d automate with AI. GIPS® is a registered trademark owned by CFA Institute.

June 15, 2026Episode 4127 min

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.

May 20, 2026Episode 4031 min

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.

April 15, 2026Episode 3931 min

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.

March 13, 2026Episode 3820 min

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.

February 13, 2026Episode 3734 min

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.

January 15, 202631 min

An Interview with Kathleen Baird

In the first episode of 2026, Pat and Doug interview Kate Baird. Kate is the Managing Director of the Wealth Management Platform at First Rate, where she has spent 31 years. She talks about her role and what she enjoys most about working at First Rate, and shares why she sees investment performance as a helping profession at its core. Kate also explores the reasons women dominate helping professions but continue to be underrepresented in finance, and highlights the many ways professionals can build careers in performance measurement without being quants. "This field needs empaths, people who deeply relate to other people. We need communicators and visual thinkers because you are trying to tell a story with numbers. That's ultimately what you are trying to do: communicate meaning behind those numbers." In the lightning round, Kate shares the historical figure she’d most like to have dinner with, the fictional world she’d love to visit, and the theme song of her life.

December 15, 2025Episode 3520 min

An Interview with Christopher Spaulding

In Episode 35, Pat and Doug celebrate TSG’s 35th anniversary with special guest, Christopher Spaulding. Chris is Managing Director and Chief Growth Officer (CGO) at TSG and has been with the firm since 2002. In this role, he oversees all client-facing operations, including sales, marketing, and client relations. Chris takes us through his 22-year journey at TSG, explains why TSG has remained relevant in the industry, and talks about the biggest growth opportunities ahead, building on what the company has spent the past 35 years developing. He also shares the advice he’d give 25-year-old Chris about taking on a leadership role at TSG, and what he hopes the company accomplishes between now and year 40. In the lightning round, Chris reveals the movie prop he’d take home from a set, a film he loves, and the best concert he’s ever attended.

November 14, 2025Episode 3414 min

An Interview with Shifat Hasan, CFA, CMA

In Episode 34, Pat and Doug interview Shifat Hasan. Shifat is the Head of Investment Performance and Compliance at California State Teachers' Retirement System (CalSTRS), and she has over 17 years of experience in the performance industry. She shares her origin story, tells us about her current role at CalSTRS, and reflects on the aspects of her career she finds most rewarding. In 2020, Shifat was recognized as a 40 Under 40 honoree in the Sacramento Business Journal , and in 2023, she received the Outstanding Women in Performance & Risk Measurement Award. She tells us what these recognitions mean to her and how they’ve influenced her journey. “The Outstanding Women in Performance Award gave me pause and took me back to the days when I first started my career. In my current role, I get pulled into so many different directions on various topics, and my responsibilities are really broad, so when I think about that award, it takes me back to my roots and keeps me connected to wear I started.” Shifat also discusses the keys to her professional growth and impact, what she likes most about her career, and how technology will impact what we do in performance measurement. In the lightning round, she shares the theme song of her life and dream vacation destination.