The Final 2020 GIPSĀ® Standards: Moving Towards Compliance (London)

10 October 2019

Location:

Hotel Sofitel London St. James
6 Waterloo Place SW1Y 4AN
London
United Kingdom
CFA Institute released the much-anticipated final version of the 2020 GIPS Standards on Friday, June 28, 2019. This complimentary event will focus on the material changes to the GIPS standards, including how the final version compares to the 2020 GIPS Standards Exposure Draft.

Topics:
  • The 2020 GIPS Standards Highlights
  • New Layout of the Standards
  • Composites vs. Pooled Funds
  • GIPS Compliance Reports
  • Investment Track Record Portability
  • GIPS Standards Advertising Guidelines
  • Carve-Outs
  • Impact on the Marketplace
  • Impact on Alternative Managers
Speakers:
  • Paul Blandford, UK Managing Director, ACA Performance Services
  • Michael S. Caccese, Chairman of the Management Committee and Practice Area Leader - Financial Services, K&L Gates
  • Richard Kemmling, CPA, CIPM, CGMA, Partner, ACA Compliance Group
  • Michael W. McGrath, CFA, Partner, K&L Gates
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