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


4:05 PM | GIPS 2020 DISCUSSION


5:00 PM | HIRING AND FIRING MANAGERS

Moderator

TBA


Panelists

Ken Robinson, CFA, CIPM, CPA, PFS, Director in the Global Industry Standards team, CFA Institute
Thomas A. Peters, CPA, CIPM, Director, Audit & Accounting


5:45 PM | BREAK


6:00 PM | PANEL DISCUSSION: Implementing the 2020 GIPS Standards at your Firm

Moderator

Julia Reyes, CIPM, Partner, ACA Performance Services


Panelists

TBA


6:45 PM | RISK TOPIC

TBA


7:30 PM | NETWORKING & CATERED RECEPTION

Additional Details

Learning Outcomes

  • The 2020 GIPS Standards
  • Practitioner implementation of GIPS Standards