2020 GIPSĀ® Standards Market Impact and Views from the Inside

24 July 2019

Location:

via Webinar

The Investment Adviser Association (IAA) and K&L Gates are hosting an interactive webinar that will discuss the newly released 2020 GIPS Standards. Speakers will feature industry experts including:

  • Michael S. Caccese, Chairman of the Management Committee and Practice Area Leader - Financial Services, K&L Gates LLP
  • Paul D. Glenn, Special Counsel, Investment Adviser Association
  • Raymond Lee, CFA, CIPM, Head of Performance, Jennison Associates LLC
  • Michael W. McGrath, CFA, Partner, K&L Gates LLP
  • Kristen Murray, Vice President, Performance Management, Wellington Management

Discussion topics cover the most significant changes introduced by the 2020 GIPS Standards, including:

  • pooled funds
  • carve-outs
  • performance portability
  • private equity and real estate considerations including IRR's, subscription lines of credit, and valuation

IAA members can register for free by clicking on the register button.

We are pleased to offer a promo code for complimentary attendance to friends and clients who are not members of IAA. To receive the promo code, please email: Janina Quilacio.

For questions regarding this webinar, please email iaaevents@investmentadviser.org.

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