31 May 2023
A premier event for performance, investment, and compliance professionals from both investment management firms and asset owners to learn about the newest developmentswith the Global Investment Performance Standards (GIPS®).
This year’s conference will feature sessions on OCIO providers, the SEC Marketing Rule and Private Funds proposal,and outsourcing considerations. Join at the Loews Chicago Hotel to hear from industry experts and network with industry colleagues.
If you will not be able to travel to Chicago, a digital content package will be offered. The digital content package will consist of select recordings from our live sessions along with additional content from CFA Institute and sponsors. It will be accessible following our event 30 October–31 December and is included with in-person registration.
A Launch Pricing is available for registrations before 30 June. Additional information and registration available at this link.
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WHEN
17 October 2023*8:00 am–5:00 pm ET
18 October 2023*8:00 am–4:00 pm ET
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WHERE
Loews Chicago Hotel
455 North Park Drive - Chicago, IL 60611 USA
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Featured Speakers
Dr. Jeff Fisher, President, Homer Hoyt Institute and Professor Emeritus, Indiana University, will discuss risk adjusted performance attribution; when is it important and how can it be done? Jeff will be joined in conversation by Joe D’Alessandro.
Joe D’Alessandro, Director of Real Estate Performance Measurement, NCREIF will explore risk adjusted performance attribution; when is it important and how can it be done? Joe will be joined in conversation by Dr. Jeff Fisher.
Michael McGrath, CFA, Partner, Dechert LLP will discuss implementation challenges and industry developments related to the SEC’s Marketing Rule, including calculating net deal level performance.
Dr. Suzanne Peterson, Partner, CRA Inc. will challenge our assumptions about how relationships (professional and personal) really work, and offer ideas on how to deepen the quality of our relationships with clients and with each other.