Join Confluence and Carl Bacon, CIPM, renowned performance measurement specialist and one of the GIPS® founding members, for an interactive two and a half day course to improve the way you work and enhance your performance.
This 2.5 day interactive workshop is an intensive masterclass where you will have the opportunity to:
| DATE | TIME* | SESSION TITLE | COST (PP) |
| 15th November |
09:00 - 17:00 |
Introduction to Performance Measurement and Attribution | R 12,000.00 |
| 16 - 17th November |
16th Nov: 09:00 - 17:00 17th Nov: 09:00 - 14:00 |
Advanced Attribution and Risk-adjusted Performance Measurement | R 20,000.00 |
| 15th - 17th November |
15th Nov: 09:00 - 17:00 16th Nov: 09:00 - 17:00 17th Nov: 09:00 - 14:00 |
All sessions | R 25,000.00 |
*Breakfast and lunch will be provided.
Carl Bacon
Chief Advisor, Confluence
Carl Bacon CIPM, founded Otos Ltd in April 2000. Otos Ltd provides advice to asset managers on various risk and performance measurement issues.
Carl was Chairman of StatPro Plc from 2000 to 2017 and prior to that Director of Risk Control and Performance at Foreign & Colonial Management Ltd, Vice President Head of Performance (Europe) for JP Morgan Investment Management Inc., and Head of Performance for Royal Insurance Asset Management.
Carl holds a B.Sc. Hons. in Mathematics from Manchester University and is a member of the Advisory Board of the Journal of Performance Measurement. A founder member of both the Investment Performance Council and GIPS®, Carl is chair of the GIS Committee and ex-chair of the GIPS Executive Committee, and ex-chair of both the Verification and Interpretation Sub-Committees, and founder of "The Freedom Index Company".
Carl is also the author of “Practical Portfolio Performance Measurement & Attribution” part of the Wiley Finance Series, "Practical Risk-adjusted Performance Measurement", numerous articles and papers and editor of “Advanced Portfolio Attribution Analysis”.