Venue
Virtual

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Event Date Tue Oct 26 EDT - Wed Oct 27 EDT (3 months ago)
Location Virtual
Region All
Details

A premier event for performance, investment, and compliance professionals from both investment management firms and asset owners to learn about the newest developments with the Global Investment Performance Standards (GIPS®). This year’s virtual conference will feature sessions on ESG performance, the SEC Marketing Rule, and manager selection and oversight.

Speakers

2021 Speakers

Lindsey Beecroft, CFA
Senior Advisor in Performance, CDPQ

Emily Chew
Executive Vice President and Chief Responsible Investment Officer, Calvert Research and Management

Benjamin Dreyer
Vice President, Executive Managing Editor and Copy Chief, of Random House

Chris Fidler
Senior Director in the Global Industry Standards department, CFA Institute

Steven Furst, CFA, CIPM
Managing Director at Ares Management

Krista Harvey, CFA, CIPM
Director in the Global Industry Standards department, CFA Institute

Beth Kaiser Schwartz, CFA, CIPM
Director in the Global Industry Standards department, CFA Institute

Sanjay Lamba
Investment Adviser Associatio

Matt Liposky
Chief Investment Operating Officer, PRIM

Iain McAra
Director in the Global Industry Standards department at CFA Institute

Michael McGrath, CFA
Partner in the Boston office of K&L Gates

Brian Minns, CFA
Managing Director of Responsible Investing at University Pension Plan

Kate Misic, CFA
Head of alternative investments, Telstra Super Pty Ltd

Jason Mitchell
Co-Head of Responsible Investment, Man Group

John Molesphini
Global Head of Insights for the Investment Intelligence unit of Nasdaq

Kristen L. Murray
Vice President and Manager, Performance, at Wellington Management

Neal Prunier
Director, Standards and Best Practices at the Institutional Limited Partners Association

Ken Robinson, CFA, CIPM
Director in the Global Industry Standards department at CFA Institute

Jed Schneider, CIPM
GIPS standards and performance reporting at Lazard Asset Management

Dimitri Senik, CFA
Investor Trust Services at PwC Switzerland

Arin Stancil, CFA, CIPM
Managing Director and Principal at Guardian Performance Solutions LLC

David Terris, CIPM
Director, global industry standards, at CFA Institute

Karyn D. Vincent, CFA, CIPM
Senior Head in the Global Industry Standards department at CFA Institute

Sponsors & Partners

2021 Sponsors

• ACA Group
• CAPS Inc.
• Cascade Investment Compliance & Verification LLC
• Confluence
• FactSet
• Fairview® Performance Services
• John Norwood Consulting, LLC
• Kreischer Miller
• Longs Peak Advisory Services, LLC
• The Spaulding Group