91st Performance Measurement Forum (North America) – Virtual
Agenda
Tuesday, 17 November 2020
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, TSG
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
10:00 AM – 11:00 AM EDT
CIPM Update and Discussion
Tom Porter, CFA Institute
(Download CIPM Program 2021 Readings below)
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
