26th Annual GIPS® Standards Conference 2022 | CFA Institute | 25 October 2022 | Boston Park Plaza, 50 Park Plaza, Boston, MA 02116, USA

Join us in Boston to hear from industry experts and experienced practitioners about the latest trends in investment performance, and to reconnect with industry colleagues. This year’s conference will feature sessions on model portfolio providers, the SEC Marketing Rule, and ESG data challenges. Additional event details will be announced in the near future.

2022 Speakers

Bradley Alford, CFA
Founder of Alpha Capital Management

Paul P. Andrews
Research, Advocacy, and Standards function at CFA Institute

Anne Anquillare, CFA
Head of U.S. Fund Services for CSC Global Financial Markets

Carl R. Bacon, CIPM
Founder, Otos Ltd

Chris Callard
KPMG

James Cardamone
VP, ESG Product & Strategy

Crista DesRochers, CIPM
ACA Group's ESG team

Lance Dial
US Securities and Exchange Commission

Christopher Doyle
Partner in the FSO Assurance practice of Ernst & Young LLP

Michael Ford

Marg Franklin, CFA
CFA Institute

Brooks Friederich
Principal Director, Research Strategy at Envestnet

Steven Furst, CFA, CIPM
Managing Director at Ares Management

Sean Gilligan, CFA, CIPM
Managing Partner of Longs Peak Advisory Services

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

Brad Jealous
Director and Senior Investigator (Enforcement — Professional Conduct) at CFA Institute in Charlottesville

Amy Jones, CIPM
Principal at Guardian Performance Solutions LLC

Beth Kaiser
Director in the Global Industry Standards department at CFA Institute

Joseph Kavanagh, CFA
KBI Global Investors

Deborah Kidd, CFA
Director with the Global Industry Standards team at CFA Institute

Nicole Kraus, CFA
Strategic Investment Group

Laura Levesque, CFA
Cerulli Associates

Michael McGrath, CFA
Asset Management and Investment Funds partner based in the Boston office at K&L Gates

Greta Nathan
Fairview Performance Services

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

Antonio Rodriguez, CFA, CIPM
Director of Investment Strategy at the NYC Board of Education Retirement System

Christine Schleppegrell
Acting Branch Chief of the Private Funds Branch at the US Securities and Exchange Commission

Jon Stokes, JD
Director, Ethics and Standards Education at CFA Institute

David Terris, CIPM
Director in the Global Industry Standards department at CFA Institute

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

2022 Sponsors

TITLE:
• FactSet

ASSOCIATE:
• Confluence
• K&L Gates
• Meradia