$295 – $395

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Date and Time

Location

Location

Riviana Building

2777 Allen Parkway

Plaza I

Houston, TX 77019

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Refund Policy

Refund Policy

No Refunds

Event description
Becoming Your Firm's Go-To GIPS-Compliance Professional

About this Event

Please join us for a 1-day interactive workshop designed for new and experienced professionals who are involved in investment performance measurement, reporting, or compliance at asset management firms. Topics will include:

  • Fundamentals of GIPS Compliance
  • Practical tools for writing and maintaining GIPS policies and procedures
  • Calculation of portfolio and pooled fund returns, including TWR vs. MWR
  • Composite calculations – exploring options and impact on returns
  • Asset class performance
  • Reporting requirements and options under the 2020 GIPS standards
  • Error Correction guidance – learning from the experience of others

What can I expect?

Keynote by Karyn Vincent, CFA, CIPM - Head, Global Industry Standards, CFA Institute

Karyn will provide an update on the 2020 GIPS® Standards and be available for Q&A discussion.

Implementing the 2020 GIPS® Standards by Kim Cash, CFA, CPA, CAIA, CIPM and Amy Jones, CIPM

A unique professional development opportunity to learn in a classroom setting about the requirements of the GIPS standards, including how to implement the 2020 edition of the GIPS standards.

Sessions include hands-on exercises with examples that reflect actual practices.

Attendees will receive the information, resources and tools needed to create and enhance processes and procedures for calculating and presenting historical performance in accordance with industry best practices.

Ample opportunity to network, share ideas, and build community around performance measurement and maintaining GIPS compliance.

About this Event

Session Topics:

  • 2020 GIPS Standards
  • Fundamentals of GIPS Compliance
  • Maintaining Written Policies and Procedures
  • Calculating Composite Performance
  • GIPS Reports & Advertising Guidelines

Speakers:

  • Kim Cash, Cascade Compliance & Verification
  • Amy Jones, Guardian Performance Solutions
  • Anisa Pérez, Avalon Investment & Advisory
  • Karyn Vincent, CFA Institute

Lunch Provided

FOR MORE INFORMATION AND TO VIEW THE AGENDA VISIT WWW.AVALONADVISORS.COM

Date and Time

Location

Riviana Building

2777 Allen Parkway

Plaza I

Houston, TX 77019

View Map

Refund Policy

No Refunds

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