GIPS Standards Interactive Workshop

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.

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