GIPS Annual: The Best Conference Yet! Digital Content Package Available

The conference evaluations are in, and we are very pleased to report that the 28^th Annual GIPS Standards Annual Conference in San Diego was a huge success. We discussed the GIPS standards and other performance-related topics, as well as critical regulatory matters. We heard from industry experts and SEC staff (even though their comments are strictly their own and do not represent the views of the SEC 😉). We learned how firms use AI in their performance policies and reporting and pondered the future of AI in this space.

While we wish everyone in our performance world could have attended in person, we understand that is not possible. This is why we make the digital content package available. You can order the digital content package which includes all of the session recordings that you can access on-demand.  It is nice to be able to enjoy viewing sessions at your convenience. I watched several of last year’s more technical panels multiple times to make sure I got the details down. I have plans to rewatch many of the sessions from this year as well.

The digital content package allows access to the content through to 31 January 2025.

We had an all-star cast and on the first day we heard about:

• SEC Marketing Rule
  • Michael McGrath (Dechert LLP)
  • Robert Shapiro (SEC)
  • Karyn Vincent, CFA, CIPM (CFA Institute)
• GIPS Standards Update
  • Dimitri Senik, CFA (PwC)
  • Karyn Vincent, CFA, CIPM (CFA Institute)
• Best Practices for Maintaining GIPS Compliance
  • Sue Pike, CFA, CIPM (Newton Investment Management)
  • Dan Whitley, CIPM (Lord, Abbett, & Co)
• Performance for Private Funds
  • Pamela Grossetti (K&L Gates, LLP)
  • Neal Prunier (ILPA)
  • Karyn Vincent, CFA, CIPM (CFA Institute)
• Use of AI in Investing and Performance
  • Max Gokhman, CFA (Franklin Templeton Solutions)

  On the second day, we saw the following sessions:

• Marketing Material Reviews Do and Don’ts
  • Johanna Anders (TIAA)
  • Christine Ayako Schleppegrell (Morgan Lewis)
  • Janice Kitzman, CIPM (Cascade Compliance)
• Deep Dive into Performance Calculation Issues
  • Michael Beck, CIPM (Glenmede)
  • Tanner Beverly, CIPM (ACA Global)
  • Karen Lee, CIPM (Pathway Capital Management) 
• Current State of SEC Examinations
  • Ryan Hinson (SEC)
• Attribution Reporting Practices
  • Daryl Bradford, CFA, CIPM (Acadian Asset Management)
  • Jed Schneider, CIPM (Lazard Asset Management)
• GIPS Standards Helpdesk
  • Beth Kaiser Schwartz, CFA, CIPM (CFA Institute)
  • David Terris, CFA, CIPM (CFA Institute)

Our team of CFA Institute staff members moderated the panels. We worked hard to make sure the presentations were interesting, informative, and entertaining. Moderators were:

• Paul Andrews, Managing Director, Research, Advocacy, and Standards
• Ken Robinson, CFA, CIPM, Director, Global Industry Standards
• Beth Kaiser Schwartz, CFA, CIPM, Director, Global Industry Standards
• David Terris, CIPM, Director, Global Industry Standards
• Karyn Vincent, CFA, CIPM, Senior Head, Global Industry Standards, GIPS Standards Executive Director

We got to as many of the audience questions as we could during each session. If you submitted a question that wasn’t answered, please feel free to send your question to the GIPS standards Help Desk. I hope you enjoy the sessions as much as I did.