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New York Lunch N' Learn

Complimentary Lunch N' Learn: Industry Updates 

  • Tuesday, April 26, 2017; 12:00 pm - 2:00 pm (Ashland Partners Client Luncheon)
  • Wednesday, April 27, 2017; 12:00 pm - 2:00 pm (Non-Ashland Partners Client Luncheon)

Please join Ashland Partners for a complimentary luncheon as we discuss industry updates and hot topics that have shaped the industry over the last year, including:

  1. Cyber Security  - Are you just checking a box for the SEC?
  2. Vendor Due Diligence - What do you need to be thinking about?
  3. Surprise Custody Examinations - SLOAs and Inadvertent Custody
  4. Performance Presentation - Is that model as well formed as it looks?

Seating is limited. Please RSVP to ensure a seat will be available.

Our Speakers:

GeoffHechtGeoffrey Hecht, CIPM
Partner, Ashland Partners & Company LLP 

Geoffrey manages approximately 70 client relationships, focusing on verifying investment advisors’ claim of GIPScompliance as well as other performance attestation engagements. Prior to joining Ashland Partners, Geoffrey was a Portfolio Analyst in the Performance Measurement Group of Fiduciary Trust Company International where he was responsible for institutional account performance and analytics. Currently, Geoffrey is located in Ashland’s New York office and his client base includes firms in Europe, North America, South America, Africa and the Caribbean, which has given him the opportunity to work with a diverse set of investment managers. Geoffrey has earned a Certificate in Investment Performance Measurement (CIPM) from the CFA Institute. He received his undergraduate degree in Finance from the University of Delaware. He is a member of the CIPM Association.

 

JasonMillardJason Millard, CFA, CIPM
Partner, Ashland Partners & Company LLP

Jason joined Ashland Partners in 2009 and manages the Sales and Client Relations departments. Jason also works with clients in alternative asset classes who need consultation on GIPS compliance and other performance-related issues.

Prior to joining Ashland Partners, Jason worked for another verification firm as the Director of Business Development and a consultant on select engagements. Jason has also worked for an investment manager, Intrepid Capital, in Jacksonville Beach, FL, as Vice President of Marketing.

Jason is a CFA charter holder and has earned a Certificate in Investment Performance Measurement (CIPM) from the CFA Institute. He has written questions for the CIPM examinations and is a member of the Chattanooga CFA Society. Jason received his undergraduate degree in chemical engineering and his MBA from the Georgia Institute of Technology.

JuliaReyesJulia Reyes, CIPM
Partner, Ashland Partners & Company LLP 

Julia joined Ashland Partners in 2006 and has focused on verifying investment advisor’s claim of GIPS compliance, other performance attestations engagements, and SSAE 16 audits. She also focuses on consulting with firms to calculate performance in line with industry standards with strategy examinations. Currently, she manages the New York City office. Prior to joining Ashland, Julia worked for a large financial services firm in their back office operations.  She is a graduate of the Arizona State University.