19 oct 2021

Annual GIPS® Standards Virtual Conference

26 - 27 October

The 25th Annual GIPS Standards Virtual Conference will take place on 26-27 October. 

Gain insight into best practices for investment performance reporting and hear from industry experts on a variety of topics, including

  • Recently updated GIPS standards technical guidance, including new Q&As and guidance statements, carve-out calculations, and FINRA Reg Notice 20-21 requirements, with speakers Dimitri Senik, CFA, PwC, and Karyn D. Vincent, CFA, CIPM, CFA Institute.
  • Challenges implementing the 2020 edition of the GIPS standards, with speakers Steven Furst, CFA, CIPM, Ares Management LLC, and Jed Schneider, CIPM, Lazard Asset Management.
  • Complying with the Pooled Fund Requirements of the GIPS Standards, with speakers Kristen L. Murray, Vice President and Manager, Performance, Wellington Management Company LLP, and Arin Stancil, CFA, CIPM, Managing Director and Principal, Guardian Performance Solutions.
  • ESG Disclosure Standards – Cutting Through the Jargon, with speakers Emily Chew, Executive Vice President and Chief Responsible Investment Officer, Calvert Research and Management, and Brian Minns CFA, Managing Director, Responsible Investing, University Pension Plan Ontario

Registration provides access to on-demand session recordings for 90 days post-conference.

Attendees will earn up to 9 Professional Learning credits, including 6 Standards, Ethics, and Regulation credits, as well as 9.4 National Association of Accountancy CPE credits.

Click here to view the full agenda here and to register