4th Annual Performance and Risk Forum 2019 | CFA Institute | 18 November 2019 | CFA Society New York, 1540 Broadway New York City, NY 10036 USA
Venue
CFA Society New York
CFA Society New York, 1540 Broadway New York City, NY 10036 USA
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| Event Date | Mon Nov 18 EST (about 5 years ago) |
| Location |
CFA Society New York
1540 Broadway New York City, NY 10036 USA |
| Region | Americas |
Details
The Global Investment Performance Standards (GIPS®) are a set of standardized, industry-wide ethical principles that provide investment management firms with guidance on how to calculate and report investment performance to prospective clients. Investment managers voluntarily choose to abide by the GIPS standards – compliance is not mandated by any law or regulation. For many years, GIPS compliance has been seen as an essential ingredient that can make or break a firm’s marketing efforts in terms of winning new mandates and maintaining institutional clients. This conference provides a forum in New York to discuss the most recent developments in the GIPS standards (the 2020 GIPS Standards) and hear from industry experts on how they implement the standards and other performance measurement and risk analyses at their respective firms. The conference will provide attendees to interact with the speakers during breaks and a networking period at the end.
Speakers
2019 Speakers
John Matsikas, CFA, CIPM
Investment Performance & Portfolio Analytics Reporting Group, Voya Investment Management
Beth Kaiser
CFA, CIPM Director, Global Industry Standards, CFA Institute
Thomas A. Peters
CPA, CIPM, Director, Audit & Accounting
Ken Robinson
CFA, CIPM, CPA, PFS, Director on the Global Industry Standards team, CFA Institute
Andre Mirabelli
Director of Performance Analytics, Opturo
Stephen Lerit, CFA
Client Portfolio Manager, Washington Crossing Advisors
Tom Donahue, JD,FRM
Managing Director, Governance Practice, Manager Analysis Services, LLC
Julia Reyes
CIPM, Partner, ACA Performance Services
Theresa Dijkstra
AVP. GIPS Officer in the Performance and Attribution team- MetLife Investment Management
Raymond Lee
Vice President, Manager of Performance- Jennison Associates
David Spaulding
DPS, CIPM, CEO & Founder, The Spaulding Group, Inc.
Gunter Meissner
Ph.D., University of Hawaii
Steven J. Lerit, CFA
Client Portfolio Manager, Washington Crossing Advisors
Dr. Andre Mirabelli
Managing Director of Performance Analytics, Opturo