24th Annual GIPS Standards Conference 2020 | CFA Institute | 27 October 2020 | Virtual Event

Join us for a virtual conference that will address key points you need to know to comply with the 2020 edition of the GIPS standards.

Firms and asset owners that comply with the Global Investment Performance Standards (GIPS®) must comply with the 2020 edition when reporting performance through 31 December 2020. Prepare for the changes with subject matter experts who will address the key points you need to know for continued compliance with the GIPS standards in 2021. Regulatory experts will address the upcoming revised SEC Advertising Rule, and ESG experts will discuss developments with ESG investing and attribution. This conference is essential for any performance or compliance professional.

2020 Speakers

Bruno Bertocci
Head of Global Sustainable Equities, UBS Asset Management

Crista DesRochers, CIPM
Partner, ACA Performance Services

Krista Harvey,CFA, CIPM
Director, Global Industry Standards, CFA Institute

Sanjay Lamba
Associate General Counsel, Investment Adviser Association

Linda-Eling Lee
Managing Director and Global Head of Environmental, Social, and Governance (ESG) research, MSCI

Michael McGrath, CFA
Partner, K&L Gates

Ann F. Putallaz, CIPM
Principal, AFP Consulting, LLC

Beth Kaiser Schwartz, CFA, CIPM
Director of Global Industry Standards, CFA Institute

Dimitri A. Senik, CFA
Leads the Investor Trust Services, PwC Switzerland

David Terris, CIPM
Director, Global Industry Standards, CFA Institute

Karyn D. Vincent, CFA, CIPM
Senior Head, Global Industry Standards, CFA Institute & Standards Executive Director, GIPS

2020 Sponsors

GOLD SPONSORS:
• ACA Compliance Group
• Cascade Investment Compliance & Verification LLC
• FactSet

SILVER SPONSORS:
• Assurance Accounting Group
• CAPS Inc.
• Fairview® Performance Services
• Kreischer Miller
• The Spaulding Group