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Ashland Learning Center
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Webinar Events 2010
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2010 GIPS Conference Overview and Panel Discussion: A Two Part Event
Session 1: Overview of 2010 GIPS Conference
October 7th, 2010 at 2:00 PM EST
Moderator: Jason Millard, CFA, CIPM
Panelists: Kimberly Cash, CPA, CIPM and
Richard Kemmling, CPA, CIPM
Topics of Discussion TBA
Session 2: Panel Discussion
October 14th, 2010 at 2:00 PM EST
Moderator: Jason Millard, CFA, CIPM
Panelists: Kimberly Cash, CPA, CIPM and other GIPS conference participants
Panelists will answer submitted and live questions from the attendees
FREE FOR OUR CLIENTS. Non-client guests will be charged a $150 fee per webinar to attend.
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Future Events 2010
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On-Site Workshops
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On-Site Workshops
Tailored workshops that are ideal for training new staff or staff with new duties, These workshops can be provided in web-based or on-site formats to suit your specific training needs and time constraints.
Learn More
Please contact Kim Cash at Kim@ashlandpartners.com for more information or to schedule a workshop.
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Webinar Library
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Implementing the GIPS 2010 Error Correction Policy
Recorded on: December 10, 2009
Kim Cash, CPA, CIPM was a guest speaker for the
PAICR Provider Webinar, hosted by Accent Technologies.
This webinar expanded upon PAICR’s September discussion on the GIPS 2010 Error Correction Policy.
Key issues addressed in this call include:
Follow-up on national Error Correction Policy surveys
Industry definitions for materiality thresholds
Best practices in tracking who received what presentation using software, spreadsheets or Outlook.
Implementation solutions, including best practices that can 1) reduce the chances of presentation errors and 2) help you efficiently respond and comply with the policy when errors are discovered
Recording is Free
To View Recording – Click Here
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Highlights from the 2009 GIPS® Standards Annual Conference
Recorded on: September 29, 2009
Featuring:
Tobin Cochran
Carl Bacon, CIPM
Kim Cash, CPA, CIPM
Amy Jones, CIPM
Jason Millard, CFA, CIPM
If you are unable to make the annual conference in Boston or would like to further discuss conference topics, please join us for front row seats to Ashland’s GIPS Conference Highlights webinar. In one concentrated hour, this webinar will touch on the major topics covered at the conference. This year, we’ve added an extra half-hour Q & A session.
Webinar highlights will include:
- Conference overview
- Review of upcoming proposed GIPS 2010 changes
- SEC update on current issues and areas of regulatory focus
- Discussion of key Q & A from the conference
Recording is Free
To View Recording - Click Here
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Navigating the New Compliance Environment
Recorded on: March 27, 2009
GIPS® 2010
Speaker: Carl Bacon
New compliance statement
Additional risk disclosures and statistics
Fair valuation principles and hierarchy
Expanded provisions to include existing clients
The New Regulatory Environment
Speaker: Tim Simons
Reinvigorated enforcement program
Increased frequency of SEC exams
A focus on where investors are at risk
Increased overlap between SEC and GIPS® requirements
The Changing Face of Due Diligence
Speaker: Timothy Peterson
What are your investors going to expect of you?
Independent 3rd party reviews – who, and when?
RFP’s, consultant searches, and you
Key questions you must be prepared to answer
View Recording : $195, includes a signed copy of Carl Bacon’s latest book, “Practical Portfolio Performance Measurement & Attribution, Second Edition.”
Click here to Purchase Recording
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Risk-adjusted Performance Measurement
Recorded on: September 16, 2008
Presented by Carl Bacon
A concentrated session for professionals who wish to increase their technical knowledge and gain a broader understanding of the complete range of risk-adjusted performance measures most commonly used in the investment industry today.
Topics include:
Risk-adjusted Performance Measurement
Return Distributions
Risk-adjusted Measures for Hedge Funds
View Recording: $49
Click here to register and access recording
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Basic Attribution
Recorded on: June 26, 2008
Presented by Carl Bacon
This intensive seminar, including Excel worked examples, provides a thorough introduction to basic performance attribution, including:
- The Brinson Model/Brinson, Hood &
- Beebower/Brinson & Fachler/Interaction
- Arithmetic & Geometric Models
- Security level analysis
- Buy hold and transaction based analysis
View Recording: $49
Click here to register and access recording
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Fair Valuing Investment Assets
Recorded on: June 5, 2008
Featuring Michael S. Caccese, Partner, K & L Gates and Xavier Urpi, CIO, Cypress Asset Management; moderated by Kimberly A. Cash, CFA and Timothy F. Peterson, CFA, CAIA, CIPM
How do a manager and a broker get to a fair price on a distressed asset that the manager isn’t planning to sell? The GIPS standards Executive Committee is planning to expand the definition of market value in the Standards’ glossary to include the notion of fair market value for all assets. This session will cover SEC considerations and practical challenges of fair market value pricing, as well as best practices for valuation policies, and plenty of time for Q & A with a panel of experts.
View Recording: $49
Click here to register and access recording
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Debt: A Primer on the (Under)rated Asset Class
Recorded on: December 4, 2007
Join industry experts Ron Olmstead and Phil Sindel from Olmstead Associates, for a test-drive of their Understanding the Securities Industry seminar. The seminar program is perfect for professionals new to the industry or seasoned staff constrained by the limits of their specific job functions and wanting to know more about the parts and players in the overall financial markets.
View Recording: $49
Click here to register and access recording
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Hypothetical and Noncompliant Returns: Challenges and Acceptance in the Market Place
Tuesday, August 31, 2010 at 2:00 pm EDT, 11:00 am PDT
Join Ashland and Southport Harbor Associates, LLC* for a solution-oriented presentation on how best to work with hypothetical, prior firm and noncompliant performance histories. Highlights of the session include:
• A GIPS Framework: What is Supplemental information? Additional information? Model information?
• UMA Business: A Growing Advisor Option outside the GIPS Framework
• Portability: Tips to Bridge the Portability Gap for SEC and GIPS compliant performance
• Investor sentiment toward noncompliant returns and non-portable vs. portable performance track records
• FINRA Statutes: Prohibition of marketing hypothetical returns under FINRA statutes.
*Southport Harbor is a third party marketing and consulting firm that helps new and existing firms make the jump into the institutional marketplace, set up operations, and attract capital.
Session is Free
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