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2021 GIPS Standards Virtual Conference | Day 2 | SEC Marketing Rule

2:01:54

SEC Marketing Rule – What GIPS-Compliant Firms Need to Know - Portability - Model Fees - Carve-outs and Extracted Performance - 1, 5, and 10-year performance returns - Hypothetical Performance Krista Harvey, CFA, CIPM, Director, Global Industry Standards, CFA Institute Sanjay Lamba, Associate General Counsel, Investment Adviser Association Michael McGrath, CFA, Partner, K&L Gates Karyn D. Vincent, CFA, CIPM, Senior Head, Global Industry Standards, CFA Institute Ken Robinson, CFA, CIPM, Director, Global Industry Standards department, CFA Institute

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