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Event Registration - 2020 GIPS® Standards World Tour

Tuesday, October 29, 2019
12:00 PM - 2:00 PM Eastern Daylight Time
Online Registration for this event is now closed. Walk-ins will be accomodated at the door until the start of the program.

2020 GIPS® Standards World Tour

On June 30, 2019, CFA Institute released a new version of the GIPS® standards, a global industry standard for the measurement and presentation of investment performance results. The GIPS standards have been adopted by over 1,700 organizations in over 40 countries.

Please join Daryl Bradford from Acadian Asset Management and Ken Robinson from CFA Institute on Tuesday, October 29, 2019 at noon to learn more about how the 2020 GIPS standards have been updated to enhance their application to all asset classes, to better address pooled funds, and to consolidate guidance issued since the 2010 version was released.

Given the importance of the GIPS standards to market integrity, many organizations in the investment industry, including asset owners, asset managers, consultants, regulators, law firms, recordkeepers, software providers, consultants, and accounting firms, should be interested in learning about the 2020 GIPS standards.

Daryl Bradford, CFA, CIPM, is a Senior Vice President, Director of Performance & Attribution at Acadian Asset Management. Daryl graduated from Stonehill College with a BS in Finance, earned a Masters in Finance from Suffolk University, and holds an MBA with a concentration in investments from Northeastern University. Daryl serves on the United States Investment Performance Committee (USIPC), and is a frequent conference speaker on the topics of performance and attribution analysis. He received The Journal of Performance Measurement's 2017 Dietz Award for excellence in performance measurement literature.

Ken Robinson, CFA, CIPM, CPA, PFS is a Director in the Global Industry Standards team at CFA Institute. Ken holds a Bachelor of Science degree in finance from Indiana University. Ken is a member of the Performance Measurement Committee of NCREIF and the GIPS Task Force of the NCREIF PREA Reporting Standards. Ken has served as an appointed member of the North American Investment Performance Committee of CFA Institute, the Interpretations Subcommittee of the GIPS Executive Committee, the Quantitative Investing Subcommittee of CFA Society Boston, and the Investment Performance Standards Task Force of the AICPA.

Please note, attendees are asked to bring their own lunches. There is no charge for Members for this event, however registration is required in advance.

*The Auditorium is located on the Ground Floor and can be accessed by entering the building on 100 Federal Street side. The auditorium will be on your right before security and you will not need to go through security by accessing the building from the 100 Federal Street side.

Online Registration for this event is now closed. Walk-ins will be accomodated at the door until the start of the program.
Putnam Investments Auditorium
100 Federal Street
Ground Floor - Enter Through Federal Street Side
Boston, MA 02110
Members: No Fee Non-Members: $10