10:00 AM (EDT) – 11:00 AM (EDT)

Promoting and Expanding the Role of the Performance Professional

Alex Shafran, CFA; Frances Barney, CFA; Diane Robertson

 

11:00 AM (EDT) – 12:00 Noon (EDT)

Derivatives in Attribution

Claude Giguère

 

12:00 Noon (EDT) – 1:00 PM (EDT)

Lunch Break

 

1:00 PM (EDT) – 2:00 PM (EDT)

The Core Changes to the 2020 GIPS® Standards: New Flexibility and Opportunities

Todd Juillerat, CFA

 

2:00 PM (EDT) – 3:00 PM (EDT)

Dietz Award Winner: Portfolio Management Via a Holistic Efficient-driven Decision Process

 Stephen Campisi, CFA

 

3:00 PM (EDT) – 4:00 PM (EDT)

The Risk of Choosing the Wrong Factors

Damian Handzy, Ph.D.

 

Wednesday, November 11, 2020

10:00 AM (EDT) – 10:30 AM (EDT)

Understanding ESG and Incorporating it into Performance

Laurie J. Hesketh, CIPM

 

10:30 AM (EDT) – 11:00 AM (EDT)

Case Studies of Gaming Performance

David D. Spaulding, DPS, CIPM

 

11:00 AM (EDT) – 12:00 Noon (EDT)

Python Basics:

Applying Them to Performance

Vikram Gokhale

Jonnathan DeJesus

 

12:00 Noon (EDT) – 1:00 PM (EDT)

Lunch Break

 

1:00 PM (EDT) – 2:00 PM (EDT)

Practical Approaches to

Fact Sheet Production

Jennifer Barnette, CIPM; Hillary Sunderland, CFA, CKA; Craig Apfel, CIPM; Shalonda Epps, CIPM

 

2:00 PM (EDT) – 3:00 PM (EDT)

Investment Performance in Client Reporting: Incorporating Returns and the Effects of Investment Decision-Making Into a Client Report

 Steve Sanchez

 

3:00 PM (EDT) – 4:00 PM (EDT)

Special Bonus:

Virtual Q&A

Here’s your chance to engage with our panel of experts. Pre-submit your questions for a “Think Tank” style Zoom session.