Jonathan A. Boersma, CFA, is executive director of the Global Investment Performance Standards at the CFA Institute Centre for Financial Market Integrity. Previously, he was responsible for managing and directing the development, promulgation, and maintenance of the CFA Institute Standards of Practice, including the CFA Institute Code of Ethics and Standards of Professional Conduct, CFA Institute Soft Dollar Standards, CFA Institute Trade Management Guidelines, CFA Institute Research Objectivity Standards, and other standards of practice under development. Mr. Boersma is a frequent speaker on ethics in the investment industry. He holds a BS degree in economics from the University of Wisconsin.

Stephen Campisi, CFA, is an institutional portfolio manager and principal of Intuitive Performance Solutions, a consultancy providing investment management services, performance analysis, and investment education. He has served as an adjunct professor at Western New England College and is a member of the advisory board of the Journal of Performance Measurement, which has published several of his articles on performance analysis. Mr. Campisi participates in the CFA Institute Speaker Retainer Program and gives presentations on the topics of portfolio management, asset allocation, risk analysis, and performance analysis. He holds an MA in music from Montclair State University and an MBA from the University of Connecticut.

Brian Chapman is a director of the U.K. financial risk management practice at KPMG. Previously, he was head of performance for an international asset management company. Mr. Chapman has had an active role in the development of the GIPS standards and was responsible for one of the first AIMR-PPS compliance projects in the United Kingdom. He has been directly involved in verification projects in 28 countries, including the first verifications in China and Dubai, and is currently a member of the Verification/Practitioner Subcommittee of the GIPS Executive Committee and a member of the U.K. Investment Performance Committee (the GIPS Country Sponsor for the United Kingdom). He holds a BSc in astrophysics from London University.

Rajan Chari is a partner with Deloitte & Touche LLP, where he is co-author of the annual Fair Value Pricing survey. He has coordinated accounting and auditing research on technical matters including fair valuation, financial reporting disclosures, investment performance reporting, and auditor independence. Mr. Chari is co-chair of the National Investment Company Service Association’s Midwest Regional Committee and has served on the American Institute of Certified Public Accountants (AICPA) Investment Performance Standards Task Force. He has also reviewed several publications for AICPA regarding investment companies.

Dan diBartolomeo is president and founder of Northfield Information Services, Inc. He has authored numerous articles and papers in a variety of journals, contributed chapters to several finance textbooks, and completed his first book (with J. Wilcox and J. Horvitz) on investment management for high-net-worth individuals. Mr. diBartolomeo serves on the boards of the Chicago Quantitative Alliance, Woodbury College, the American Computer Foundation, and the Boston Committee on Foreign Relations. He is an active member of the Financial Management Association. 

James Edmonds, CFA, is the global head of performance measurement and client reporting at AllianceBernstein, where he is responsible for the calculation of returns and reporting of client information as well as overseeing AllianceBernstein’s GIPS compliance. Previously, he was head of performance and risk in continental Europe for INVESCO Asset Management and head of performance at Deutsche Asset Management. Mr. Edmonds is a member of the Investment Manager Subcommittee of the GIPS Executive Committee and has substantial experience in performance and risk analytics across the investment spectrum.

Patrick M. Finnegan, CFA, is a board member of the International Accounting Standards Board (IASB). Previously, he served as director of the Financial Reporting Policy Group at CFA Institute Centre for Financial Market Integrity, where he led a team responsible for providing user input into the standard-setting activities of the IASB and other key regulatory bodies. Mr. Finnegan also coordinated the work of the CFA Institute Corporate Disclosure Policy Council, which reviews and comments on financial reporting policy initiatives around the world. He holds a BS degree in accounting from Georgetown University.

Kevin W. Goodman serves as associate regional director of the U.S. SEC’s Denver Regional Office, where he manages the regulation program. He has held a number of positions at the SEC in the investment adviser/investment company examination program, including branch chief, senior special counsel, and assistant director. Prior to his work for the SEC, Mr. Goodman practiced corporate and securities law in the private sector with an emphasis on mergers and acquisitions. He holds an accounting degree from Purdue University and a law degree from Indiana University.

Todd Johnson is an audit partner in the asset management group of Ernst & Young. He is also national director of investment performance services at Ernst & Young and has extensive experience with the Global Investment Performance Standards. Mr. Johnson has coordinated numerous firm-wide verifications and performance examinations, developed the Ernst & Young learning materials related to investment performance, and conducted seminars on GIPS compliance and verification for Ernst & Young professionals in the Americas. He is a member of the Verification/Practitioner Subcommittee of the GIPS Executive Committee. Mr. Johnson holds a graduate degree from Boston College.

L. Todd Juillerat, CFA, is managing director and head of performance measurement at State Street Global Advisors. Previously, he was head of global performance measurement at Invesco, manager of market strategy at JP Morgan Asset Management, and managing director for product management and analysis at Banc One Investment Advisors. Mr. Juillerat is a member of the GIPS Executive Committee and chairs its Americas Regional Investment Performance Subcommittee. He also serves on the editorial advisory board of the Journal of Performance Measurement, and has served as a standard setter for the CIPM program. Mr. Juillerat received a BS in business administration from Wake Forest University.

Beth J. Kaiser, CFA, CIPM, is a director of investment performance standards in the CFA Institute Centre for Financial Market Integrity. She maintains the GIPS Standards through management of the interpretations process, develops standards and guidance for new technical areas, and works extensively with volunteer committees. Currently, Ms. Kaiser is founder and president of Kaiser Consulting Associates, Inc., working with institutional investors on performance measurement and GIPS-related matters. She has volunteered with CFA Institute on the North American Investment Performance Committee, the Investor/Consultant Subcommittee of the GIPS Executive Committee, and the Intellectual Property Working Group of the GIPS Executive Committee. Ms. Kaiser holds a BS degree in finance from Florida Atlantic University.

Philip Lawton, CFA, CIPM, is head of the Certificate in Investment Performance Measurement (CIPM) program in the Education Division of CFA Institute. His previous experience includes serving as vice president at State Street Analytics, where he supported the investment consulting firms that belong to the Independent Consultants Cooperative, and Citibank, where he headed U.S. performance measurement in Worldwide Securities Services. His work has been published by Harper & Row, Het Tijdschrift voor Filosofie, Philosophy Today, Philosophy Research Archives, University Press of America, International Studies in the Philosophy of Science, Philosophy & Theology, John Wiley & Sons, and CFA Institute. Dr. Lawton earned a doctorate in philosophy in the French-speaking section of the Catholic University of Louvain, Belgium, and an MBA degree with a concentration in finance at Northeastern University.

Andrew W. Lo is Harris & Harris Group Professor of Finance at the Sloan School of Management at Massachusetts Institute of Technology and director of MIT’s Laboratory for Financial Engineering. Previously, he served as the W.P. Carey Assistant Professor of Finance at the Wharton School at the University of Pennsylvania. Professor Lo is a co-author of the books The Econometrics of Financial Markets and A Non-Random Walk Down Wall Street. He has received numerous awards, including a Graham and Dodd Award from the Financial Analysts Journal and the Paul A. Samuelson Award from TIAA-CREF. He is currently a governor of the Boston Stock Exchange, a research associate at the National Bureau of Economic Research, and founder and chief scientific officer of AlphaSimplex Group. Professor Lo holds a PhD in economics from Harvard University.

Amanda Maxwell, CIPM, is a senior investment analytics consultant for the performance and risk analytics product line at BNY Mellon Asset Servicing. She is responsible for assisting clients with their investment process through the use of BNY Mellon’s global performance measurement, risk analytics, universe comparison, and information delivery products. Previously, Ms. Maxwell worked for the analytics product services group, supporting the universe comparison product before moving into her current client service role. She holds a BA degree in biology from Pacific Lutheran University. 

Iain McAra is a performance strategist for JPMorgan Asset Management, where he oversees the implementation of systems and methods used for performance analysis and measurement of U.S. managed institutional assets. Previously he held positions in the United Kingdom working for Citigroup and Baring Asset Management. Mr. McAra is currently the chair of the United States Investment Performance Committee (USIPC) and has served on several other committees related to AIMR and GIPS. He serves on the advisory board of the Journal of Performance Measurement. Mr. McAra holds a BSc from London University.

Holly H. Miller is a partner and founding member of Stone House Consulting, LLC. Previously, she was senior vice president and chief operating officer for M.D. Sass Investors Services and first vice president and head of investment operations for Bank Julius Baer & Co. Ms. Miller has published several articles in Hedge Fund and Investment Technology, STP Magazine, and FX & MM Magazine. She is a member of the Promotion & Awareness Subcommittee of the GIPS Executive Committee and serves on the Certificate in Investment Performance Measurement (CIPM) Examination Review Panel. Ms. Miller has completed coursework in computer science at the University of Virginia.

Ann F. Putallaz, CIPM, is director of data and communication services at Munder Capital Management, where she leads the team that generates performance and competitive analysis data and handles requests for proposals and questionnaire responses. Previously, she directed client and marketing services at Woodbridge Capital Management, an investment subsidiary of Comerica Bank, and served on the economics faculty at the University of Michigan. Dr. Putallaz is a member of the United States Investment Performance Committee and the Investment Manager Subcommittee. She holds a BA degree in economics from Smith College and MA and PhD degrees in economics from the University of Michigan.

Neil E. Riddles, CFA, CIPM, is a founding partner of Riddles Investment Consulting. Previously, he served as chief risk officer and director of quantitative analysis at Hansberger Global Investors, where he oversaw their performance measurement function and was responsible for the overall risk management function of the firm, including the development and execution of policies and procedures to mitigate various types of business-specific risks. He is chair of the United States Investment Performance Committee and serves on the CIPM Advisory Council and on the advisory board of The Journal of Performance Measurement. Mr. Riddles holds an MBA from Iona College.

Kenneth P. Robinson, CFA, CIPM, is a director of investment performance standards in the CFA Institute Centre for Financial Market Integrity. He helps maintain the GIPS standards by managing the interpretations process, developing guidance for new technical areas, working extensively with volunteer committees, promulgating the GIPS standards, and serving as a thought leader. Previously, Mr. Robinson was a director in the investment management audit practice at PricewaterhouseCoopers LLP. He has served as an appointed member of the North American Investment Performance Committee and the Interpretations Subcommittee of the GIPS Executive Committee. Mr. Robinson holds a BS degree in finance from Indiana University.

David D. Spaulding, CIPM, is founder and president of The Spaulding Group, Inc., and founder and publisher of The Journal of Performance Measurement. He is the author or contributing author of several books on investment performance, including The Handbook of Investment Performance, and has written articles for numerous industry publications. Mr. Spaulding is a member of a number of committees and working groups including the United States Investment Performance Committee (formerly the AIMR-PPS Implementation Committee) and the GIPS Executive Committee Promotion and Awareness Subcommittee. He holds a BA in mathematics from Temple University, an MS in systems management from the University of Southern California, and an MBA in finance from the University of Baltimore.

Anton Srdanovic, CIPM, is executive director of performance measurement, client reporting, and client data connectivity at Morgan Stanley Smith Barney. Previously, he was head of performance measurement, risk analysis, and investment policy compliance with the Citigroup private bank and worldwide securities services departments. Mr. Srdanovic has managed two significant performance measurement platform conversions and created globally sited performance measurement teams. He also has experience in institutional asset consulting and electrical engineering. Mr. Srdanovic holds a BSEE degree from Union College and an MBA degree from Stern School of Business at New York University.

Steven W. Stone is the leader of the investment management practice group at Morgan, Lewis & Bockius LLP in the firm's Washington office. His practice focuses on broker-dealer and investment manager regulation and enforcement defense and regulation of the securities markets. Mr. Stone frequently advises trading desks of broker-dealers and investment managers on a range of issues. He is a member of the editorial board of Practical Compliance & Risk Management and an advisory board member of Wall Street Lawyer and The Journal of Performance Measurement. He holds a BA from Bates College and a JD from George Washington University National Law Center.

Jeff Tarumianz, CFA, CIPM, is managing director of ACA Beacon Verification Services, a part of ACA Compliance Group. In addition to overseeing Beacon’s operations, he serves as a project manager on initial and ongoing verifications. Previously, Mr. Tarumianz worked as a product manager at Investment Scorecard, a performance reporting firm, where he was the point of contact for all AIMR-PPS and GIPS compliance issues for clients. He is actively involved in speaking engagements promulgating the Global Investment Performance Standards. Mr. Tarumianz holds a BA in economics from Washington and Lee University.

Jeanne Valcik, CFA, recently retired from Callan Associates, where she was a senior vice president and manager of Callan's Atlanta consulting office. Previously, she served as associate investment officer for a large public fund and worked in the defined contribution and global asset management divisions of a multinational investment firm. Ms. Valcik serves on the GIPS Investor/Consultant Subcommittee and on the investment policy committee for a defined contribution and defined benefit pension fund. She holds a BS degree in accountancy and a master of accounting science degree from the University of Illinois.

Karyn D. Vincent, CFA, CIPM, is founder of Vincent Performance Services LLC, which provides GIPS consulting and verification services. Previously, she served as the global practice leader for investment performance services at PricewaterhouseCoopers. Ms. Vincent serves on the GIPS Executive Committee (EC), chairs the Interpretations Subcommittee of the GIPS EC, and is a member of the Certificate in Investment Performance Measurement (CIPM) Advisory Council. From 2002 to 2006, she chaired the AIMR-PPS Implementation Committee and the Verification Subcommittee of the Investment Performance Council. Ms. Vincent holds a BS in accounting from the University of Massachusetts at Dartmouth.