Performance & Risk Analytics, Virtual Events & Programming

Challenges Implementing the 2020 GIPS Standards

Monday, November 9 | 1:00 PM - 2:00 PM

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Cvent Transition Guide

Overview

We will discuss the key challenges firms are dealing with when moving to the 2020 GIPS Standards.  Senior verifiers will provide some insight on what the challenges are and how to manage them.

Agenda

1:00 PM | WELCOMING REMARKS

Jed Schneider CIPM, FRM, Senior Vice President, GIPS Compliance and Performance Reporting, Lazard Asset Management


1:05 PM | Topic #1

Joel Bernardin, CFA, CIPM, Managing Director, ACA Compliance Group


1:35 PM | Topic #2

Ashley Reeves, CIPM, EVP, CVO, The Spaulding Group, Inc.


2:05 PM | Q&A


2:15 PM | CLOSING REMARKS & ADJOURNMENT

Jed Schneider CIPM, FRM, Senior Vice President, GIPS Compliance and Performance Reporting, Lazard Asset Management

Additional Details

Learning Outcomes

  • 2020 GIPS Standards
  • Performance Reporting to Prospects
  • GIPS Verification