91st Performance Measurement Forum (North America) – Virtual

 

Agenda

 

Tuesday, 17 November 2020 

Day 1 Zoom Registration Link

10:00 AM – 12:00 noon EDT

Open Discussion: Please submit your questions and topics in advance to discuss as a group

12:00 Noon – 1:00 PM EDT

Lunch Break

1:00 – 2:00 PM EDT

The 2020 GIPS Standards: Update, Questions, and Discussion

Ashley Reeves, CIPM, The Spaulding Group

(Download Presentation)

2:00 – 3:00 PM EDT

Open Discussion: Please submit your questions and topics in advance to discuss as a group

 

Wednesday, 18 November 2020 

Day 2 Zoom Registration Link

10:00 AM – 11:00 AM EDT

CIPM Update and Discussion

Tom Porter, CFA Institute

(Download CIPM Program 2021 Readings below)

CIPM 2021 – 1

CIPM 2021 – 2

CIPM 2021 – 3

CIPM 2021 – 4 

CIPM 2021 – 5

11:00 AM – 12:00 Noon EDT

How the Pandemic Taught Us to Turn Smart Beta into Real Alpha

Dan DiBartolomeo & Christopher Kantos, Northfield

(Download Presentation & White Paper)

12:00 Noon – 1:00 PM EDT

Lunch Break

1:00 – 2:00 PM EDT

SEC Advertising Guidelines

Mike Caccesse, K&L Gates

Pamela Grossetti, K&L Gates

2:00 – 3:00 EDT

Open Discussion: Please submit your questions and topics in advance to discuss as a group

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