3:45–4:45 p.m.

Meeting Investor Demand for Transparency and Trust: Complying with the CFA Institute Asset Manager Code

Ronald D. Peyton
Chairman and CEO
Callan Associates Inc.

Jane L. Stafford
General Counsel
Regulatory Compliance Association

Michael G. Trotsky, CFA
Executive Director and Chief Investment Officer
Massachusetts Pension Reserves Investment Management Board

Jonathan Boersma, CFA, Moderator
Executive Director, Global Investment Performance Standards
CFA Institute

  • Hear about the investor demand for and the benefits of compliance with the Asset Manager Code from industry experts.
  • Learn how to easily adopt the Asset Manager Code by using the Regulatory Compliance Association (RCA) Asset Manager Code implementation tool.
  • Join the growing number of firms that distinguish themselves from their peers by publicly committing to best ethical practices in asset management.

Policy and Practice Track