United States Investment Performance Committee

Greta Nathan is the performance practice leader at Fairview Performance Services where she is responsible for establishing and maintaining the company's products and services. She has over 25 years of industry experience and has performed Global Investment Performance Standards (GIPS^®) verification and consulting services in each of her previous positions. Ms. Nathan was most recently with ACA Performance Services, where she worked with some of the firm’s largest, most complex global clients. Previously, she worked at Vincent Performance Services LLC and at CAPS, Inc. Ms. Nathan began her career as an audit manager at PricewaterhouseCoopers LLP, providing audit and other services to a range of investment management firms. She serves as Chair of the GIPS Standards United States Investment Performance Committee (USIPC) and member of the Global ESG Disclosure Standards Verification Subcommittee. Ms. Nathan earned a BS in mathematics and an MBA in accounting from Union College.

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 (GIPS). 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 United States Investment Performance Council. Mr. Johnson holds a bachelor’s degree from Boston College.

Prior to joining the Investment Adviser Association in 2013, Sanjay Lamba worked at the US Securities and Exchange Commission (SEC) for 10 years. He began his service in the rulemaking office of the Division of Investment Management before transferring to the Office of Chief Counsel (Legal Branch) in the Office of Compliance Inspections and Examinations in 2010. Prior to his roles at the SEC, Mr. Lamba was an associate in the investment management practice groups at Morrison & Foerster LLP and Dechert LLP. He received his B.S. degree in Finance from George Mason University in 1994 and his law degree from Boston University in 1997.

Michael W. McGrath focuses on advising global asset managers in the formation and operation of
investment funds, regulatory compliance, and securities and commodities law across a wide range of
asset classes and fund structures.

He has significant experience advising asset managers on regulatory and transactional matters,
including the formation and operation of private equity funds, hedge funds, real estate funds, credit
funds, separate accounts and mutual funds. In addition, he frequently works with investment advisers,
broker-dealers and commodity trading advisers on regulatory compliance, examinations, the
development of novel investment products, and the implementation of strategic transactions.

Mr. McGrath also regularly advises investment managers and broker-dealers on marketing, advertising
and fundraising issues, including compliance with the Global Investment Performance Standards
(GIPS®), across all major asset classes and distribution channels. He also has extensive experience
assisting clients in the development and implementation of business operations and compliance
programs that reconcile U.S. and non-U.S. regulatory requirements.

Mr. McGrath is a graduate of Stanford University (B.A.) and Duke University (J.D.).

Kristen L. Murray is Vice President and Manager, Performance, at Wellington Management and is the Composite Team manager within Performance. For more than ten years, Ms. Murray has had oversight responsibilities for the firm’s policies and procedures for compliance with the GIPS standards, including composite management and analysis. She works closely with the Investment Products & Fund Strategies Group, Legal and Compliance, and the Global Relationship Group to interpret new guidance statements and address client solutions. She is a member of the firm’s Composite Working Group and Composite Oversight Group. Ms. Murray joined the firm in 2005 as a trust administration analyst, overseeing the Wellington Trust Company pools until 2010. Prior to joining Wellington Management, she held a variety of fund accounting positions within State Street Corporation. Ms. Murray earned her BA in economics from the University of Rhode Island.

Wes joins CFA Institute’s US Investment Performance Committee following a two-year term on the GIPS Verification Subcommittee. He has managed the investment performance measurement and GIPS compliance process for a major global mutual fund complex and a large US regional accounting firm, enabling him to experience GIPS from the perspectives of the investment manager, the accounting firm, the business owner, and the verifier over the last 25 years. Today, he leads Absolute Performance Verification, which he founded in 2006 to provide GIPS verification services to investment managers worldwide. He has presented to CFA Institute member societies as well as at national investment-performance conferences, and he had the privilege of being selected as a ‘Professor for a Day’ at his alma mater, the Trulaske College of Business at the University of Missouri.

Wes earned his MBA at Nova Southeastern University, and his BSBA in finance and banking at the University of Missouri-Columbia.