Live Broadcast: GIPS 20/20: Pooled Funds

CFA Institute Celebrates 30 Years of Performance Standards

10:45–11:45 a.m., 14 September 2017
Online, Global

CFA Institute

Featured Speaker: Ann F. Putallaz, CIPM

Watch a live broadcast of this session

Summary

This session from the 21st Annual GIPS Standards Conference will take place on Thursday, 14 September at 10:45 a.m. PDT.

Speaker
Ann F. Putallaz, CIPM, is principal at AFP Consulting, LLC. Previously, she served as director of data and communication services at Munder Capital Management, where she headed the team responsible for performance and competitive analysis data, compliance with the GIPS standards, requests for proposals, and wrap/separately managed account portfolio management. Dr. Putallaz has also worked as a director of client and marketing services at Woodbridge Capital Portfolio Management and was a member of the economics faculty at the University of Michigan. Dr. Putallaz holds a BA in economics from Smith College and an MA and PhD in economics from the University of Michigan.
Topics
Credits · About the CE Program
1 CE (including 0 SER)

People who viewed this page also viewed:

Online Course
Updating Portfolio Management Skills
CFA Institute
Online Course
Building a Financial Model in Excel
Corporate Finance Institute