Join us for our April luncheon (this is a PD credit event). Our speaker will be Jon Stokes, Director of Standards of Practice for the CFA Institute Centre for Financial Market Integrity.
Mr. Stokes is responsible for managing the Standards of Practice group; promulgating the ethics and standards positions and policies; and coordinating and supporting related educational and public awareness activities. Mr. Stokes has been involved with the drafting, revising, interpreting, and maintaining the CFA Institute standards of practice, including the Code of Ethics and Standards of Professional Conduct, CFA Institute Soft Dollar Standards, Trade Management Guidelines, and other standards of practice under development. He has also directed the CFA Institute Professional Conduct Program and worked on developing and interpreting the CFA Institute investment performance standards, including the AIMR Performance Presentation Standards (AIMR-PPS®) and the Global Investment Performance Standards (GIPS®). Mr. Stokes also serves as a staff liaison to various CFA Institute committees addressing specific issues related to ethics and professional practice. Mr. Stokes holds a JD and a BA from the University of Virginia.