Wednesday, November 14, 2019 at 12:00 PM EDT
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Omni Hotel 
100 S 12th St
Magnolia Room
Richmond, VA 23219

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Ellen Borges 
CFA Society Virginia 


2020 GIPSŪ Standards World Tour


CFA Society Virginia presents Ken Robinson from CFA Institutue

Topic: 2020 GIPSŪ Standards World Tour

Thursday, November 14th, 12 Noon

Lunch Meeting

Omni Hotel, Richmond

Magnolia Room



On June 30, 2019, CFA Institute released a new version of the GIPSŪ standards, a global industry standard for the measurement and presentation of investment performance results. The GIPS standards have been adopted by over 1,700 organizations in over 40 countries.

 Please join Ken Robinson from CFA Institute on Thursday, November 14, 2019 at noon to learn more about how the 2020 GIPS standards have been updated to enhance their application to all asset classes, 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, consultants, regulators, law firms, recordkeepers, software providers, consultants, and accounting firms, should be interested in learning about the 2020 GIPS standards.

 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. 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.


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Seating is limited for this event.  If you register and later realize you will be unable to attend, please let us know as soon as possible so that someone else can take your spot.  Please register by 5pm, November 8th to be sure your seat is saved.

The CFA Society Virginia pays for speaker lunches on a per person basis based on the number of RSVPs received. If a member RSVPs that they will be attending and does not attend, CFA Society must still pay for that lunch. In many instances, this adds up to hundreds of dollars per event. Please be sure to cancel your reservation as soon as possible if you later realize you will be unable to attend.