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    Amid, the COVID-19 crisis, the safety and well-being of our members, guests, volunteers, and staff are of the utmost importance to us.  With a state of emergency being declared state and nationwide, we have postponed all live events until further notice.  Take good care, stay safe and be well.   

    Online Series: Protection Through Standards and Competency | GIPS and the CIPM Program

    November 18, 2020
    12:00 PM - 1:00 PM
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    $20.00 CFA Atlanta Namebadge

    $0.00 Member Ticket | Advanced Registration Required

    $25.00 Guest Ticket | Advanced Registration Required

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    CFA Institute professionalizes investment performance to ensure investor interests are protected, by strengthening the GIPS standards, and by qualifying workforce competency through its Certificate in Investment Performance Measurement (CIPM) credential. The 2020 edition of the GIPS standards was released by CFA Institute on June 30, 2019. The GIPS standards have been adopted by over 1,800 organizations in over 48 markets around the world and have been updated to enhance their application to all asset classes, including alternative investment strategies, to better address pooled funds and to consolidate guidance issued since the 2010 version was released.

    Given the importance of the GIPS standards to market integrity, many organizations in the investment industry, including asset owners, asset managers, investment consultants, regulators, law firms, recordkeepers, software providers, consultants, and accounting firms, should be interested in learning about the 2020 GIPS standards and about how the CIPM Program qualifies professional talent in the performance chain – performance analysts, investment consultants and portfolio managers – to be proficient in using and interpreting investment performance, and applying rigorous technical and ethical standards to inform responsible manager selection decisions.

    Thomas A Porter 

    Mr. Porter is Head, Certificate in Investment Performance Measurement (CIPM®) Program at CFA Institute. He is responsible for ensuring the practical relevance and global growth of the CIPM designation as the career competency qualification for professionals in the performance chain – Performance Analysts who produce and present investment portfolio evaluation, Investment Consultants who rely on it to make fund search, selection and continuation recommendations, and Portfolio Managers and their teams whose performance is evaluated. Before joining CFA Institute, Mr. Porter was Chief Operating Officer of Chartered Alternative Investment Analyst (CAIA ®) Association, where he also held responsibilities overseeing Member and Chapter services, and served as President of the CAIA Foundation. Prior to this he started a number of businesses including a satellite-delivered continuing professional education service, after having served as founder of Discovery Channel Enterprises where he oversaw educational media and technology ventures and investments for 8 years. Tom holds an AB in English Literature from Hamilton College.

    Ken Robinson, CFA, CIPM, CPA, PFS

    Mr. Robinson is a Director in the Global Industry Standards team at CFA Institute. He is responsible for leading CFA Institute activities in the Americas region related to the GIPS standards, including managing and developing relationships with GIPS sponsors and volunteers. Prior to joining CFA Institute, Mr. Robinson was a director in the investment management audit practice at PricewaterhouseCoopers LLP.  Mr. Robinson is a member of the Performance Measurement Committee of NCREIF and the GIPS Task Force of the NCREIF PREA Reporting Standards. Mr. Robinson has served as an appointed member of the North American Investment Performance Committee of CFA Institute, the Interpretations Subcommittee of the GIPS Executive Committee, the Quantitative Investing Subcommittee of CFA Society Boston, and the Investment Performance Standards Task Force of the AICPA. Mr. Robinson holds a Bachelor of Science degree in finance from Indiana University.

    Qualifications: Ihr Professional Learning | CFA Institute Competency Framework Skill = Regulatory compliance

    Future Events

    Online Series: The Popularity Asset Pricing Model

    September 24, 2020
    12:00 PM - 1:00 PM

    Webinar
    Details to follow

    Qualifications: Ihr Professional Learning | CFA Institute Competency Framework Skill = Financial Modeling + Risk Management

    Read More

    Online Series: U.S. 2020 Elections: A Lot Is At Stake For Markets

    October 07, 2020
    12:00 PM - 1:00 PM

    Webinar
    Details to follow

    Qualifications: Ihr Professional Learning | CFA Institute Competency Framework Skill = Industry Awareness + Financial Modeling + Financial Planning

    Read More

    Online Series: Ethical Decision Making | In Partnership with CFA Institute

    October 14, 2020
    12:00 PM - 1:00 PM

    Webinar
    Details to follow

    Qualifications: Ihr Professional Learning including 1hr in Standards, Ethics, and Regulations (SER) | CFA Institute Competency Framework Skill = Ethical Behavior

    Read More

    Online Series: Modeling Securitized Credit

    October 22, 2020
    12:00 PM - 1:00 PM

    Webinar

    Qualifications: Ihr Professional Learning | CFA Institute Competency Framework Skill = Financial Modeling + Investment Idea Generation + Portfolio Construction

    Read More

    Online Networking: Team Trivia Happy Hour

    November 05, 2020
    5:00 PM - 6:00 PM

    Webinar
    Details to follow

    Join us for this fun & interactive session

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    Online Series: Protection Through Standards and Competency | GIPS and the CIPM Program

    November 18, 2020
    12:00 PM - 1:00 PM

    Webinar
    Details to follow

    Qualifications: Ihr Professional Learning | CFA Institute Competency Framework Skill = Regulatory compliance

    Read More