November 18 - 19, 2025
New Orleans, LA
Jonathan McGee, CFA, CIPM, is the Vice President and Global Head of the Investment Analytics & Delivery team for Manulife Investment Management, leading staff located in Boston, Hong Kong, London, Manila, Montreal, and Toronto. In this role, he is responsible for the global analytics and reporting organization that supports portfolio and strategy-level investment data presented across the Manulife Investment Management enterprise and for ensuring results are fully compliant with the GIPS. Specific functions overseen for public and private markets are performance measurement, analytics, attribution, quantitative development, client reporting, and digital enablement.
Jon previously spent five years as the SVP & Head of Performance Analysis & Client Reporting at Putnam Investments, where he was co-chair of the company's GIPS committee. Prior to that, Jon worked at State Street, establishing the company's center of excellence for the outsourcing of performance and analytics services. Earlier in her career, Jon worked at Investors Bank & Trust, where he oversaw the firm's centralized performance measurement group.
Check out the incredible speaker line-up to see who will be joining Jonathan.
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