Date: 29th October
Time: 10:00 AM - 11:00 AM EDT
 
StatPro are pleased to announce that we will be hosting a joint webinar with the Spaulding Group on the 29th October.
 
Join us as we host a virtual fireside chat with one of the GIPS® founding members, Carl Bacon, CIPM, and David Spaulding, Founder and CEO of the Spaulding Group, where we will be discussing the new rules of the 2020 GIPS® standards and what impacts they will have for asset owners and firms. 

Some of the main questions to be discussed during the webinar are:

    Was there a need to update the standards?
    What are the major changes with the 2020 update of the standards?
    What impact will the changes have on firms complying with the standards?
    Will the update attract more firms and institutions to comply?
    Will implementing GIPS 2020 for large firms be different than the process for medium-and small-sized firms?
    How should firms approach carve-outs?
    How should firms approach estimated transactions costs?
    What impact will the new standards have on the marketing of pooled funds and how they are classified?
 
SPEAKERS
 

CarlBacon052Carl Bacon CIPM, Chief Adviser, StatPro Group

Carl Bacon CIPM, founded Otos Ltd in April 2000. Otos Ltd provides advice to asset managers on various risk and performance measurement issues.

Carl was Chairman of StatPro Plc from 2000 to 2017 and prior to that Director of Risk Control and Performance at Foreign & Colonial Management Ltd, Vice President Head of Performance (Europe) for J P Morgan Investment Management Inc., and Head of Performance for Royal Insurance Asset Management.

Carl holds a B.Sc. Hons. in Mathematics from Manchester University and is a member of the Advisory Board of the Journal of Performance Measurement. A founder member of both the Investment Performance Council and GIPS®, Carl is a chair of the GIPS Executive Committee, and ex-chair of both the Verification and Interpretation Sub-Committees, and founder of "The Freedom Index Company".

Carl is also the author of “Practical Portfolio Performance Measurement & Attribution” part of the Wiley Finance Series, "Practical Risk-adjusted Performance Measurement", numerous articles and papers and editor of “Advanced Portfolio Attribution Analysis”

 
DSpauldingBWDavid Spaulding, DPS, CIPM

has been a thought leader in our industry for more than 30 years, and has an in-depth experience with every major asset class and just about any circumstance. He is arguably the #1 authority on performance measurement. Dave has over 40 years’ experience in management and technology, including over 30 years in the financial sector. He has conducted training classes for our clients, the CFA Institute, as well as local societies for 20 years. He has written four books, and been co-author and/or editor of five more. He has also written numerous articles for various industry publications. Dave has served on a variety of industry committees and working groups. He earned a BA in Mathematics from Temple University, an MS in Systems Management from the University of Southern California an MBA in Finance from the University of Baltimore, and a doctorate in Finance and International Economics from Pace University.

 

MODERATOR

Nico-Coetzee-UpdateNico Coetzee, CEO North America, StatPro Group

Nico joined StatPro in 2018 with a mandate to develop and grow the North American region. Prior to joining StatPro Nico spent 16 years in the financial services industry in multiple functions stretching from investment analyst to business development executive. Nico has a deep understanding of the investment industry having held leadership roles in asset management, fund administration and investment platform businesses. Nico has degrees from the University of Cape Town and Stellenbosch University and is a CFA charterholder and CIPM certificate holder.