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.
Hosted by The Hong Kong Society of Financial Analysts
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 SERFor CFA Institute members, credit hours will be updated automatically in your CE tracking tool.
Speakers
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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
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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
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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
- Portfolio Management
- Standards, Ethics, and Regulations (SER)
Thursday, 14 August
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7:00 AM–8:00 AM ET
Hall A, Level 1
Continental Breakfast
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8:00 AM–9:00 AM ET
Hall A, Level 1
Opening Remarks
Executive Director, Global Investment Performance Standards
CFA Institute
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9:00 AM–10:00 AM ET
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.Executive Chairman
Callan, LLC
Retired; Former Chair of AIMR-PPS Implementation Committee and GIPS Committee
Trustee/Director
SPDR Select Sector Trust
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9:00 AM–10:00 AM ET
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.Executive Chairman
Callan, LLC
Watch live streamTrustee/Director
SPDR Select Sector Trust
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9:00 AM–10:00 AM ET
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 reservationPricing
| Group | Price |
|---|---|
|
Early-Bird Discount: CFA Institute Members Use code ANN18-TW |
USD
8,200
Valid through 31 Dec 2018
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| 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.
Sponsors & Exhibitors
Gold Sponsors |
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|---|---|
| Factset |
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| Bloomberg |
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| BOCOM International Holdings Company Ltd |
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Silver Sponsors |
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| eVestment |
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| FTSE Russsell |
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| S&P Dow Jones Indices |
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Exhibitors |
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| Chartered Alternative Investment Analyst (CAIA) Association |
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| Kaplan Schweser |
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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