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Title

GIPS Standards – Mission and Vision:  A Road Map 2017

Speaker(s)/Highlights

Ivana Bertuzzelli, CIPM, Vice President, Portfolio Analytics, INTECH Investment Management - Spring Special (Price is now $10 for members and CFA Candidates with pre-registration)

Start Time

3/29/2017 5:30 PM

End Time

3/29/2017 7:30 PM

Global Passport Eligible?

Yes

Registration


Pre-Pay with PayPal through 3/28/17 and save $5!
 

Member Price

$15

Non-Member Price

$30

Candidate Price

$15

Location Info

INTECH​ Investment Management
Tranquility Garden
525 Okeechobee Blvd, Ste 1800
West Palm Beach, FL 33401

Event Description

Agenda

5:30 PM to 6:00 PM - Networking and check-in - Deli sandwiches and soft drinks will be served

6:00 PM - 7:00 PM GIPS training session

GIPS Standards – Mission and Vision:  A Road Map 2017

The Global Investment Performance Standards (GIPS®) are an ethical framework for the calculation and presentation of the investment performance history of an investment management firm.  This program will discuss the benefits to firms claiming compliance with the standards including marketing and operational best practices.  The speaker will discuss the provisions of the GIPS Standards, the marketing guidelines, the benefits of complying with GIPS, and review upcoming significant changes to GIPS.

Speaker

 

Ivana Bertuzzelli, CIPM, is Vice President, Portfolio Analytics of INTECH Investment Management LLC. Ms. Bertuzzelli joined INTECH in April of 1994 from Prudential Asset Management Group, a subsidiary of Prudential Insurance Company, where she focused on profitability analysis reports for Guaranteed Investment Contracts.  At INTECH, Ms. Bertuzzelli has been responsible for an array of different tasks including performance and composite calculation and reporting, portfolio accounting, client reporting, trading, compliance, marketing support, and personnel administrations and facilities management.  Today, Ms. Bertuzzelli's is responsible for activities related to gathering, analyzing, reporting and maintaining investment performance and attribution information for INTECH accounts and composites.

Active in professional and community affairs, Ms. Bertuzzelli serves as a member of the United States Investment Performance Committee (USIPC) and a member of the Financial Council of a local church with a congregation of more than 8,000 parishioners. Continuously volunteering time and talent to local church, schools, and town athletic programs. 

Ms. Bertuzzelli holds a B.S. in Business Administration majoring in Finance from Seton Hall University, graduating Magnum Cum Laude and has earned the right to use the Certificate of Investment Performance designation. She has 27 years of investment experience.


Event Type

Society

Society Category

Speaker

Education Topic

Performance Measurement and Evaluation

Event Region

Americas

CE Credit

1

SER Credit

0

Event Terms

On-site registrations are accepted on an exception basis and are payable with credit card only. To cancel, please send an email to admin@cfasouthflorida.org  with your name, email address and CFA Society South Florida member ID (same as CFA Institute ID for regular and affiliate members)  if applicable.

Advance registrations that fail to attend or that fail to cancel prior to 48 hours before the event will be billed at the non-member walk-in rate quoted for the event. If the event is subsidized for both members and non-members, late cancellations and no-shows may be billed at the actual cost per attendee. Cancellations for a full refund must be made at least 48 hours before an event. Registrations canceled within the last 48 hours prior to an event are not eligible for a refund.​ ​​

Location Name

Intech Investment Management

All Day Event

 

Recurrence

 

End

3/29/2017 7:30 PM

Date

3/29/2017

Event Manager Email

admin@cfasouthflorida.org

Location Address

525 Okeechobee Blvd, Ste 1800

Location City

West Palm Beach, FL 33401

Event Link

 

Event Link Leads To New Tab

 

Event Short Info

 
Approval Status Approved
 

Attachments

Content Type: MyCFA Calendar
Created at 3/10/2017 6:11 AM by 38
Last modified at 5/27/2019 10:02 AM by 38