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Conference

The 28th Annual GIPS® Standards Conference

Overview

Registration for this event closed on 20 December. If you registered before this date, you can view the full event details including the agenda and speakers line-up, and watch on-demand until 31 January.

Access all of the insights from the 28th Annual GIPS® Standards Conference. Purchase the Digital Content Package for USD 449 and enjoy on-demand access to all sessions, presentations, and critical discussions on investment performance, best practices, SEC regulations, and AI in investment management. 

Available until 31 January.

  • Session Recordings: Gain access to comprehensive recordings from the conference. Dive into critical topics and glean insights from leading experts.
  • On-Demand Accessibility: Enjoy viewing sessions at your convenience. Whether you’re in the office, on the go, or at home, our on-demand access ensures you can absorb insights and knowledge at a pace that suits your schedule.
  • Extended Viewing: With access available until 31 January 2025, you’ll have ample time to revisit sessions and extract maximum value from each discussion.

With the Digital Content Package, geographical barriers are no longer a limitation. Stay informed and empowered, regardless of your physical location. Purchase today to unlock a wealth of knowledge and insights that will empower your compliance efforts.

Featured Speakers

Johanna Anders
Head of Regulatory Compliance
Harris Associates
Paul Andrews
Managing Director, Research, Advocacy, & Standards
CFA Institute
Michael Beck, CIPM
Performance Measurement Analyst
Glenmede
Tanner Beverly, CIPM
Director
ACA Global
Daryl Bradford, CFA, CIPM
Senior Vice President, Director of Performance & Attribution
Acadian Asset Management
Eduardo Ciuffo, CFA
President
CFA Society San Diego
Max Gokhman, CFA
Head of MosaiQ Investment Strategy
Franklin Templeton Investment Solutions
Pamela Grossetti
Partner
K&L Gates, LLP
Ryan Hinson
Regulatory Counsel, Division of Examinations
US Securities and Exchange Commission
Beth J. Kaiser Schwartz, CFA, CIPM
Director, Global Industry Standards
CFA Institute
Janice Kitzman, CIPM
Partner
Cascade Compliance
Karen Lee, CIPM
Senior Vice President, Monitoring and Reporting
Pathway Capital Management
Michael McGrath, CFA
Partner
Dechert, LLP
Sue Pike, CFA, CIPM
Global Head of Portfolio Oversight
Newton Investment Management
Neal Prunier
Managing Director, Industry Affairs
Institutional Limited Partners Association (ILPA)
Ken Robinson, CFA, CIPM
Director, Global Industry Standards
CFA Institute
Christine Schleppegrell
Partner
Morgan Lewis
Jed Schneider, CIPM
Senior Vice President, Performance Reporting
Lazard Asset Management
Dimitri Senik, CFA
Investor Trust Services Leader
PwC Switzerland
Robert Shapiro
Assistant Director, Division of Investment Management
US Securities and Exchange Commission
David Terris, CIPM
Director, Global Industry Standards
CFA Institute
Karyn D. Vincent, CFA, CIPM
Senior Head, Global Industry Standards
CFA Institute
Dan Whitley, CIPM
Head of Product Data & Information
Lord, Abbett, & Co.

Conference

The 28th Annual GIPS® Standards Conference

Complimentary