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Suburban Luncheon:  GIPS 2020 Update

Event Description

Thursday, September 26 
12:00 PM - 1:30 PM
Marriott Philadelphia West
111 Crawford Ave 
Gulph Mills, PA  
The CFA Institute Global Investment Performance Standards (GIPS) are globally accepted standards considered industry best practice for investment performance reporting and presentation. Adopted by over 1,700 organizations in over forty countries, the GIPS standards have been implemented by most of the world's top asset management firms. 
On June 30, CFA Institute released a new version of the GIPS standards to enhance their application to all asset classes (including alternative investment funds/strategies), to better address pooled funds, and to consolidate guidance issued since the 2010 version was released.  
The GIPS standards play an important role in the manager selection process. When asset owners and consultants demand a GIPS compliant report, they have assurance that the manager's track record is accurate and can be easily compared against other managers' track records. Asset owners also claim compliance with the GIPS standards to enable comparability of internally and externally managed mandates and to ensure that performance reports presented to beneficiaries, sponsors, and oversight bodies are accurate.
Investment Managers benefit from the GIPS standards too. The GIPS standards assure managers they are competing on a level playing field when it comes to reporting their investment performance. Managers claim compliance with the GIPS standards in order to compete for global mandates and to show their commitment to ethics and market integrity.
Join our esteemed panelists at the Conshohocken Marriott for a lively discussion about GIPS 2020 and its impact on the investment industry.
Our panel includes:
Thomas A. Peters, CPA, CIPM
Director, Audit & Accounting
Investment Industry Group Leader 
Kreischer Miller
Tom is the leader of Kreischer Miller's Investment IndustryGroup, and he has a wide range of experience providing GIPS, operational due diligence, compliance, and audit services to a variety of firms in the investment industry, including investment managers, investment funds, institutional investors, and broker-dealers. He is a member of the GIPS Executive Committee, which his responsible for the strategic development, promotion, and implementation of the GIPS Standards. He is a former member of the Pooled Fund Working Group Advisory Team, the GIPS Verification Subcommittee, and the United States Investment Performance Committee (USIPC).  
Tom is a Certified Public Accountant in Pennsylvania and holds the Certificate in Investment Performance Measurement (CIPM). He received his undergraduate degree in Accounting from Bloomsburg University and an MBA in Finance from LaSalle University.  
Ken Robinson, CFA, CIPM, CPA, PFS
Director, Global Industry Standards 
CFA Institute
Mr. Robinson is a Director in the Global Industry Standards team at CFA INstitute. Mr. Robinson helps maintain the GIPS standards through management of the interpretations   process, developing guidance for new technical areas, working extensively with volunteer committees, promulgating the GIPS standards and serving as a thought leader. Prior to joining CFA Institute, Mr. Robinson was a director in the investment management audit practice at PricewaterhouseCoopers. 
Mr. Robinson is a member of the Performance Measurement Committee of NCREIF and the GIPS Task Force of the NCREIF PREA Reporting Standards. Mr. Robinson has served as an appointed member of the North American Investment Performance Committee of CFA Institute, the Interpretations Subcommittee of the GIPS Executive Committee, the Quantitative Investing Subcommittee of CFA Society Boston, and the Investment Performance Standards Task Force of the AICPA. Mr. Robinson holds a Bachelor of Science degree in finance from Indiana University.
David Spaulding, DPS, CIPM 
Founder and CEO
The Spaulding Group
David Spaulding, DPS, CIPM, is an internationally recognized authority on investment performance measurement. He's the Founder and CEO of The Spaulding  Group, Inc., and founder and publisher of The Journal of Performance Measurement.  He consults to clients throughout the world on investment performance and risk issues. In addition, he teaches classes on performance measurement and attribution, and regularly conducts GIPS verifications.
He has served on numerous industry committees including the USIPC (United States Investment Performance Council), the Investment Performance Council (IPC), the IPC's Interpretations Subcommittee, and the Performance Measurement Forum's Hedge Fund and IIR Working Groups.
He earned a BA in Mathematics from Temple University, an MS in Systems Management from the University of Southern California, an MBA in Finance from the University of Baltimore, and a doctorate in Finance and International Economics from Pace University.
CFAP Members:  $30.00 
Non-Members: $45.00
Click here to register.



Event Type

Society; Featured

Education Topic


Start Time

9/26/2019 12:00 PM

End Time

9/26/2019 1:30 PM

Event City

Gulph Mills

Event State/Province


Location Info

​Marriott Philadelphia West
111 Crawford Ave 
Gulph Mills, PA  

CE Credits


Member Price


Non-Member Price


Candidate Price



CFAP Members:  $30.00 
Non-Members: $45.00
Click here to register.

All Day Event




Person or Group


Event Link

Suburban Luncheon: GIPS 2020 Update

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Event Short Info

On June 30, CFA Institute released a new version of the GIPS standards to enhance their application to all asset classes. Join our esteemed panelists for a lively discussion about GIPS 2020 and its impact on the investment industry.


Content Type: MyCFA Calendar
Created at 7/18/2019 10:05 AM by
Last modified at 7/24/2019 2:44 PM by