Performance & Risk Analytics

4th Annual Performance and Risk Forum

Monday, November 18 | 3:30 PM - 8:00 PM

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Overview

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.

Agenda

3:30 PM | REGISTRATION & CHECKIN


4:00 PM | INTRODUCTION & WELCOME

John Matsikas, CFA, CIPM, Investment Performance & Portfolio Analytics Reporting Group, Voya Investment Management


4:05 PM | GIPS 2020 DISCUSSION

Introduced by Jed Schneider, CIPM, FRM, GIPS compliance and performance reporting at Lazard Asset Management

Panelists

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


5:00 PM | HIRING AND FIRING MANAGERS

Introduced by Richard Ottoo,PhD, CFA, FRM,Vice President at Global Association of Risk Professionals (GARP)

Panelists

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


5:45 PM | BREAK


6:00 PM | IMPLEMENTING THE 2020 GIPS STANDARDS AT YOUR FIRM 

Introduced by John Matsikas, CFA, CIPM, Investment Performance & Portfolio Analytics Reporting Group, Voya Investment Management

Moderator

Julia Reyes, CIPM, Partner, ACA Performance Services

Panelists

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.


6:45 PM | PORTFOLIO RISK- BEYOND VOLATILITY

Introduced by Richard Ottoo,PhD, CFA, FRM,Vice President at Global Association of Risk Professionals (GARP)

Gunter Meissner, Ph.D., University of Hawaii


7:30 PM | NETWORKING & CATERED RECEPTION

Additional Details

Learning Outcomes

  • The 2020 GIPS Standards
  • Practitioner implementation of GIPS Standards

Event Sponsor