Watch our On-Demand webinar - Practical Strategies: Creating Compliant Performance Advertisements. Moderated by Carl Bacon, Chief Advisor at Confluence, it provided valuable insights and actionable strategies for navigating compliance with SEC’s Marketing Rule.
Topics covered:
- Composite construction best practices
- Net of fees
- Substantiation requirements
- Producing accurate and compliant advertisements
Discover how you can achieve compliance with current and future global investment performance standards (GIPS®️) by visiting our dedicated microsite.
Moderator:
Carl Bacon, CIPM - Chief Advisor, Confluence, and ex- Chair of the GIPS Executive Committee 
Panelists:
Amy Jones, CIPM - Founder and Principal, Guardian Performance Solutions LLC
Arin Stancil, CFA, CIPM - Managing Director and Principal, Guardian Performance Solutions LLC
Michael Ridderhoff - AVP, State Street
Hans Groetsch, CIPM - Product Manager Revolution Composites, Confluence
Dena Hopkins, CIPM - Senior Analytics Consultant, Confluence