by admin | Oct 2, 2013 | Investment Performance Guy, News
I think my friend Carl Bacon will be proud of me for this post (no, I haven’t been completely won over; I just see some merit in this limited case!). Talk is cheap: show me the numbers!The subject of materiality came up during this week’s monthly...
by admin | Sep 25, 2013 | Investment Performance Guy, News
Five days of daily webinars that provide you the opportunity to get trained for a very low investment. A webinar-based approach that is content rich, cost effective, and convenient!To register or learn more, go here, call our office (732-873-5700), or contact Patrick...
by admin | Sep 24, 2013 | Investment Performance Guy, News
A few sessions at last week’s GIPS(R) (Global Investment Performance Standards) conference provided some insights into work, under development. I mentioned yesterday the presentation on pooled funds. There were also sessions on (the often talked about here)...
by admin | Sep 23, 2013 | Investment Performance Guy, News
The opening session at this year’s GIPS(R) (Global Investment Performance Standards) came along with some unexpected scary stuff. The topic was pooled funds, and the speakers (Annie Lo and Ann Putallaz) provided us with some insights into a guidance statement...
by admin | Sep 19, 2013 | Investment Performance Guy, News
Four of us from our company (Chris Spaulding, Jed Schneider, and Steve Sobhi are joining me) are in beautiful Boston for the annual GIPS(R) conference. As we have for roughly the past 15 years, we are sponsoring this event. I didn’t attend last year, and...
by admin | Sep 17, 2013 | Investment Performance Guy, News
Probably sparked by (a) my discovery of the TV show, The Big Bang Theory, and (b) the fairly recent news about the Higgs boson, I recently began reading Leon Lederman’s The God Particle. Mind you, I have JUST begun, but already stumbled upon something...
