If you’re looking to learn how to best apply the Global Investment Performance Standards (GIPS®) or get the most out of them for your firm and clients, then this event is for you.


Hosted by CFA Institute

If you’re looking to learn how to best apply the Global Investment Performance Standards (GIPS®) or get the most out of them for your firm and clients, then this event is for you.

With practical lessons for beginners and experienced analysts alike, this event offers an in-depth overview of the GIPS standards and helps participants master the fundamentals, including composite construction, performance calculation, and creating GIPS reports. It is perfect for anyone involved in investment performance measurement, reporting, or compliance. 

The session will be geared toward asset managers, although asset owners may find the information helpful.  

  • Gain a practical understanding of core investment performance measurement principles.
  • Find out how to transition from the 2010 GIPS standards to the 2020 GIPS standards. 
  • Learn the requirements for attaining and maintaining compliance with the GIPS standards.
  • Discover the acceptable calculation methodologies.
  • Learn how to create composites and prepare GIPS composite reports and GIPS pooled fund reports.
  • Meet other performance specialists from around the world.

Workshop topics include:

  • Fundamentals of Compliance 
  • Composites and Pooled Funds 
  • Calculation of Portfolio and Pooled Fund Returns, Including TWR vs. MWR  
  • Calculation of Composite Returns 
  • Preparing GIPS Composite Reports and GIPS Pooled Fund Reports 
  • Error Correction
  • Asset Class/Asset Type–Specific Requirements 
  • GIPS Advertising Guidelines 
  • Verification

Speakers

Greta Nathan
Greta Nathan

Greta Nathan is the performance practice leader at Fairview Performance Services. She has over 20 years of industry experience and has performed 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 on the GIPS Standards United States Investment Performance Committee. Ms. Nathan earned a BS in mathematics and an MBA in accounting from Union College.

Karyn D. Vincent, CFA, CIPM
Karyn D. Vincent CFA, CIPM

Karyn D. Vincent, CFA, CIPM, is Head, Global Industry Standards at CFA Institute and GIPS Executive Director. Previously, she was managing partner for client services at ACA Performance Services. Ms. Vincent founded Vincent Performance Services LLC, which subsequently merged with ACA. She also served as the global practice leader for investment performance services at PricewaterhouseCoopers. Ms. Vincent also served on the GIPS Executive Committee, chaired the GIPS Technical Committee, GIPS Interpretations Subcommittee and the Verification/Practitioner Subcommittee, served on the CIPM® Advisory Council, and chaired the AIMR-PPS Implementation Committee. She co‐authored with Bruce J. Feibel Complying with the Global Investment Performance Standards (GIPS). Ms. Vincent holds a bachelor’s degree in accounting from the University of Massachusetts Dartmouth.

Agenda

Tuesday, 10 September

Location

Venue

Fairmont Scottsdale Princess

7575 E Princess Drive
Scottsdale, AZ 85255
USA

+1-480-585-4848

CFA Institute has arranged for a special group rate at the Fairmont Scottsdale Princess. Reservations should be made directly with the hotel or through the link below. You must refer to the “CFA Institute group” when contacting the hotel, and reservations should be made by 9 August 2019 to take advantage of the discounted rate. The CFA Institute rate at the Fairmont Scottsdale Princess is USD 239 plus tax, subject to availability.

Book hotel reservation.

Pricing

Group Price
Early Bird – Workshop Fee USD 795
Valid through 09 Aug 2019
Workshop Fee USD 995

What's Included

Continental breakfast, refreshment breaks, lunch, the opportunity to meet with investment colleagues and speakers from around the world, and a notebook containing extensive workshop materials.

Event Info

Payment is due at time of registration. Forms received without payment will be confirmed on a space-available basis when payment is received. All fees are payable in U.S. funds. Attendance is limited. Please register early.

Cancellation Policy: A cancellation fee of US$150 applies for all cancellations made after 4 September 2019. No refunds will be issued for any cancellations received within 24 hours of program start. Substitutions from the same company are accepted with fee adjustment, if appropriate. Sharing of registrations is not permitted.

Special Needs: Please contact CFA Institute for services to accommodate a disability or to inform CFA Institute of any dietary restrictions. (Please include this information when you register for the conference.)

Attire: Business casual attire is appropriate for this conference.

Please Note: Delegates are encouraged to share their insights and experiences at CFA Institute events on social media and blogs and may link to content on the CFA Institute website, unless otherwise noted (framing is not permitted). Delegates may not distribute, display, or post online any recordings, transcriptions, and/or copies of sessions at CFA Institute events without the express written permission of CFA Institute.

Any person attending a CFA Institute conference, seminar, or other program grants permission to CFA Institute to use and publish his or her image or likeness collected in connection with the program for any usual and customary purpose of CFA Institute including advertisements for CFA Institute and its programs

CFA Institute does not assume responsibility or liability for stolen, lost, or damaged personal property.

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