27th Annual GIPS Standards Conference 2023 | CFA Institute | 17 October 2023 | Loews Chicago Hotel, 455 N Park Dr, Chicago, IL 60611, USA

Venue
Loews Chicago Hotel
Loews Chicago Hotel, 455 N Park Dr, Chicago, IL 60611, USA

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Event Date Tue Oct 17 CDT - Wed Oct 18 CDT (about 1 year ago)
In your timezone (EST): Tue Oct 17 1:00am - Wed Oct 18 1:00am
Location Loews Chicago Hotel
455 N Park Dr, Chicago, IL 60611, USA
Region Americas
Details

This is the must-attend event for performance and compliance professionals. Industry and regulatory experts will discuss the latest trends and challenges in investment performance. This year’s conference will feature sessions on OCIO providers, the SEC Marketing Rule and Private Funds proposal, and outsourcing considerations.

Speakers

2023 Speakers

Dr. Suzanne Peterson
Partner, CRA Inc.

Michael McGrath
CFA, Partner, Dechert LLP

Joe D’Alessandro
Director of Real Estate Performance Measurement, NCREIF

Dr. Jeff Fisher
President, Homer Hoyt Institute and Professor Emeritus, Indiana University

Anne Anquillare, CFA
Head of US Fund Services, CSC Global Financial Markets

Kelli Barkov
Senior Associate Director, Performance Analytics, Verus

Daryl Bradford
Senior Vice President, Director of Performance & Attribution, Acadian Asset Management

Jill E. Fisch
Saul A. Fox Distinguished Professor of Business Law, University of Pennsylvania Law School

Krista Harvey
Director, Global Industry Standards
CFA Institute

Beth J. Kaiser Schwartz
Director, Global Industry Standards, CFA Institute

Travis Pruit
Partner, Mercer

Lee Reiners
Lecturing Fellow, Duke Financial Economics Center and Duke Law

Dimitri Senik
Investor Trust Services Leader, PwC Switzerland

Robert Shapiro
Assistant Director, Division of Investment Management, U.S. Securities and Exchange Commission

Dennis R. Sugino
Founder, Kansa Advisory LLC

David Terris
Director, Global Industry Standards, CFA Institute

Karyn D. Vincent
Senior Head, Global Industry Standards, CFA Institute

Sponsors & Partners

2023 Sponsors

TITLE SPONSOR:
• Factset

ASSOCIATE SPONSORS:
• ACA
• K&L Gates
• Meradia

WIFI SPONSOR:
• CAPS

NETWORKING BREAK SPONSOR:
• Cascade Compliance