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As the finance industry grows ever more interconnected, investors need standards of investment performance measurement and reporting that are reliable and comparable across markets along with professionals who can apply them.


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Hosted by The Hong Kong Society of Financial Analysts

Global CFA Society Passport Event Badge Global CFA Society Passport Event

The GIPS Standards Annual Conference is the only conference of its kind focused on the implementation and application of the Global Investment Performance (GIPS) standards. Subject experts share best practices and speak to the key issues and major developments in the performance measurement field, making this conference essential for any performance or compliance professional.

This year we are celebrating the 30th Anniversary of the GIPS standards and will also be sharing more about GIPS 2020.

Maximize your experience by attending the GIPS Standards Interactive Workshop or Fundamentals of Performance Measurement and Attribution workshop on Wednesday, 13 September.

11 CE

including 7 SER

For CFA Institute members, credit hours will be updated automatically in your CE tracking tool.

Speakers

  • Person Photo
    Amy Flikerski

    Senior Portfolio Manager

    Canada Pension Plan Investment Board

    Amy Flikerski is a senior portfolio manager in external portfolio management at the Canada Pension Plan Investment Board, where she primarily focuses on global equity strategies. Her experience with hedge funds includes working as a senior analyst at Highbridge Capital Management and Talpion Fund Management. Ms. Flikerski was Amy Flikerski is a senior portfolio manager in external portfolio management at the Canada Pension Plan Investment Board, where she primarily focuses on global equity strategies. Her experience with hedge funds includes working as a senior analyst at Highbridge Capital Management and Talpion Fund Management. Ms. Flikerski was

  • Person Photo
    Roger Urwin, FSIP

    Global Head of Investment Content

    Willis Towers Watson

    Roger Urwin, FSIP, is global head of investment content at Willis Towers Watson and the cofounder of the Thinking Ahead Group. Previously, he served as global head of investment at Towers Watson. Mr. Urwin also headed the investment practice at Mercer and led the business development and quantitative investment functions Roger Urwin, FSIP, is global head of investment content at Willis Towers Watson and the cofounder of the Thinking Ahead Group. Previously, he served as global head of investment at Towers Watson. Mr. Urwin also headed the investment practice at Mercer and led the business development and quantitative investment functions

  • Person Photo
    Lynn Raebsamen, CFA

    CEO

    Swiss Vanquest AG

    Lynn Raebsamen, CFA, is CEO of Swiss Vanquest AG, a company that invests in private companies with pathbreaking technologies, enables them to access new markets, and serves as a gateway to Europe for Asian and Middle Eastern investors. She is a financial professional with a diverse European and Asian background. Ms. Raebsamen has previously worked Lynn Raebsamen, CFA, is CEO of Swiss Vanquest AG, a company that invests in private companies with pathbreaking technologies, enables them to access new markets, and serves a gateway to Europe for Asian and Middle Eastern investors. She is a financial professional with a diverse European and Asian background. Ms. Raebsamen has previously worked

Agenda

Topics
  • Portfolio Management
  • Standards, Ethics, and Regulations (SER)

Thursday, 14 August

  • 7:00 a.m.8:00 a.m.EST

    Hall A, Level 1

    Continental Breakfast

  • 8:00 a.m.9:00 a.m.EST

    Hall A, Level 1

    Opening Remarks

    Jonathan Boersma CFA

    Executive Director, Global Investment Performance Standards

    CFA Institute

  • 9:00 a.m.10:00 a.m.EST

    Hall A, Level 2

    Celebrating 30 Years: A Look Back at the History of the Standards

    • Portfolio Management
    Session description lorem ipsum dolor sit amet, consectetuer adipiscing elit. Learn about the early years of the Standards, the challenges faced, and the solutions.

    Ronald D. Peyton

    Executive Chairman

    Callan, LLC

    Lee N. Price CFA

    Retired; Former Chair of AIMR-PPS Implementation Committee and GIPS Committee

    R. Charles Tschampion CFA

    Trustee/Director

    SPDR Select Sector Trust

  • 9:00 a.m.10:00 a.m.EST

    Hall B, Level 1

    Risk Mitigation and Cybersecurity: What You Need to Know

    • Standards, Ethics, and Regulations (SER)
    Session description lorem ipsum dolor sit amet, consectetuer adipiscing elit.

    Ronald D. Peyton

    Executive Chairman

    Callan, LLC

    R. Charles Tschampion CFA

    Trustee/Director

    SPDR Select Sector Trust

    Watch live stream
  • 9:00 a.m.10:00 a.m.EST

    Ballroom A

    Networking Reception

Friday, 15 August

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Location

Venue

Sheraton San Diego Hotel & Marina

1380 Harbor Island Drive
San Diego, CA 92101

+1 (619) 291-2900

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Hotel

Sheraton San Diego Hotel & Marina

1380 Harbor Island Drive
San Diego, CA 92101

+1 (619) 291-2900

CFA Institute has arranged for a special group rate at the Sheraton San Diego Hotel & Marina. Reservations should be made directly with the hotel. You must refer to the “CFA Institute group” when contacting the hotel, and reservations should be made by 18 August 2017 to take advantage of the discounted rate. The CFA Institute rate at the Sheraton San Diego Hotel & Marina is USD199, subject to availability.

Book hotel reservation

Pricing

Group Price
Early-Bird Discount: CFA Institute Members
Use code ANN18-TW
USD 8,200
Valid through 31 Dec 2018
CFA Institute Members/CFA Program Candidates USD 9,000
CIPM Certificants/Candidates USD 9,000
CFA Institute Investment Foundations Certificants/Candidates USD 9,000
Non-Member USD 11,300

What’s Included

Your Registration Fee Includes: Continental breakfasts, refreshment breaks, lunches, a networking reception, the opportunity to meet with investment colleagues and speakers from around the world, access to presentation materials online, and a notebook containing extensive conference materials.

Event Info

Payment

Payment is due at time of registration. Forms received without payment will be confirmed on a space-available basis when payment is received. All fees are payable in U.S. funds. Attendance is limited. Please register early.

Cancellation Policy

Cancellation Policy: A cancellation fee of USD150 applies for all cancellations made after 7 September 2017. No refunds will be issued for any cancellations received within 24 hours of program start. Substitutions from the same company are accepted with fee adjustment, if appropriate. Sharing of registrations is not permitted.

Special Needs

Please contact CFA Institute for services to accommodate a disability or to inform CFA Institute of any dietary restrictions. (Please include this information when you register for the conference.)

Attire

Business casual attire is appropriate for this conference.

Social Sharing

Delegates are encouraged to share their insights and experiences at CFA Institute events on social media and blogs and may link to content on the CFA Institute website, unless otherwise noted (framing is not permitted). Delegates may not distribute, display, or post online any recordings, transcriptions, and/ or copies of sessions at CFA Institute events without the express written permission of CFA Institute.

Any person attending a CFA Institute conference, seminar, or other program grants permission to CFA Institute to use and publish his or her image or likeness collected in connection with the program for any usual and customary purpose of CFA Institute including advertisements for CFA Institute and its programs