The 28th Annual GIPS Conference 17-18.9.2024

Members and non-members event

date & time & location

17-18.9.2024 all day Marriott Marquis San Diego Marina

A premier event for performance, investment, and compliance professionals from both investment management firms and asset owners to learn about the newest developments with the Global Investment Performance Standards (GIPS®). This year’s conference will feature sessions on best practices for complying with the GIPS standards, the SEC Marketing and Private Fund Adviser rules and related exam matters, and the use of AI in investment management.

Join CFA Institute at the Marriott Marquis San Diego Marina to hear from industry experts and network with industry colleagues. If ou are not able to join the conference in-person, CFA Institute offers a digital content package that will consist of select recordings from the live sessions along with additional content from CFA Institute and sponsors. It will be accessible following our event 3 October 2024 – 31 January 2025 and is included with in-person registration.

Conference pricing

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Passed event: Moneyzen, the secret to finding your enough, 18.9.2024

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Passed event: Annual General Meeting and Charter Awards 29.8.2024