Amy Jones, CIPM is the Founder and Principal at Guardian Performance Solutions, LLC, a specialty compliance consulting firm dedicated to assisting investment advisory firms to implement, maintain and manage compliance with the Global Investment Performance Standards (GIPS®) as well as reviewing performance advertising materials for adherence with SEC requirements. Mrs. Jones is a recipient of the Certificate in Investment Performance Measurement (CIPM), a credential awarded by CFA Institute that focuses on performance evaluation and the GIPS standards. Mrs. Jones is currently a member of the United States Investment Performance Committee (USIPC), the official local sponsoring organization for the GIPS standards in the United States. The purpose of the USIPC is to promote the adoption and implementation of the GIPS standards throughout the United States as the common method for calculating and presenting investment performance.

Arin Stancil, CFA, CIPM is a Managing Director and Principal at Guardian Performance Solutions LLC. Arin has been working with the GIPS standards for over seventeen years and has extensive experience interpreting and applying them to almost any situation. Prior to joining GPS, Arin served as a Vice President and GIPS Compliance Manager for a global investment adviser with nearly $2 trillion in assets under management, where he was responsible for maintaining the firm's ongoing compliance with the GIPS standards. Arin is currently a member of the GIPS Executive Committee (EC), the body responsible for the strategic development, promotion, and implementation of the GIPS standards.

This webinar is eligible for one hour of CE credit towards the CIMA® and CPWA® certifications.

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