CFA Society Chicago Events
Building Investor Trust Through GIPS (Ended)
*Limited sponsorships available, please contact Kim Augustyn at email@example.com
CFA Institute Qualified Activity: Eligible for 1.5 credit hours
Attire: Business Casual
Menu: Hors d'oeuvres and refreshments
Hosted by: Education Advisory Group
Daniel J. Brinks serves as a compliance examiner in the Chicago office of the U.S. Securities and Exchange Commission. His responsibilities include leading examinations of investments advisors and investment companies, many of which include a review of performance marketing and an evaluation of a firms claimed compliance with the GIPS standards. Brinks has often served as a valuation and pricing subject matter expert throughout his career. Prior to joining the SEC he worked in public accounting for BDO Seidman and KPMG. He has also worked as a regulatory liaison for the Michigan Department of Treasury. Brinks graduated from Michigan State University with a Bachelor of Arts degree in Accounting and Information Systems in 2005 and a Master of Science degree in Accounting in 2006.
Richard Kemmling, CPA, CIPM, CGMA, is a partner and the president of Ashland Partners & Company LLP. Kemmling's duties include setting and implementing the firm's strategy, business development, client experience development, and increasing staff engagement at the firm. His experience at the firm has allowed him to serve in every level of client engagement and has exposed him to the complexities and scenarios that individual firms face. He has executive account responsibility for over 100 client relationships, spanning Asia, North America, South America and Europe. Kemmling currently serves on the USIPC (United States Investment Performance Committee), which is the US sponsor of the GIPS Standards. He also has served as a trustee on two various retirement plans. He is a graduate of the University of Washington with a degree in Business Administration with an Accounting concentration. Kemmling received his Masters of Business Administration from the University of Chicago. He splits his time between Seattle, Washington and at the Ashland Partners Head Office in Jacksonville, Oregon.
Matthew Lyberg, CFA, CIPM is a senior vice president, director of performance attribution with Acadian Asset Management, a quantitative investment firm. Previously, Lyberg worked with State Street Associates Currency Management. He began his finance career with State Street Wealth Manager Services. He has co-authored articles appearing in The Journal of Performance Measurement and Global Pensions. Lyberg holds an MBA with Distinction from Hult International Business School, a BA in Russian Language and Literature from Boston College, and was a Fulbright Scholar to Ukraine. He is completing his post-bac studies in applied mathematics and computer programming. Lyberg is a member of The CFA Society Boston, The Boston Economic Club, IAQF, and QWAFAFEW.
*Special Notes Regarding Fees:
CFA Institute CE Qualified Activity
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