Performance Updates, Insights, and Best Practices

Hear updates on the recent guidance from the SEC and CFA Institute, guidance on the pending disclosure requirement from the SEC, and best practices for your firm's performance reporting both now and for the future.

This panel session was hosted by The Exchange Network and includes industry experts from Cascade Investment Compliance & Verification and Clearwater Analytics.

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Featured Presenters

Janice Kitzman, CIPM

Janice Kitzman, CIPM

Managing Director, Cascade Investment Compliance & Verification

Janice Kitzman, CIPM has more than 10 years of experience working as a thoughtful and energetic lead for clients from large, complex asset managers to small start-up firms and everything in between. She is currently a member of CFA Institute’s GIPS Verification Subcommittee.  Her investment performance and examination experience spans a wide variety of investment strategies, giving her a deep understanding of the unique performance challenges that different strategies can pose. As Managing Director at Cascade Compliance, Janice leads client consulting solutions, manages strategic initiatives, creates client tools and templates, and continuously develops improvements to ensure an effective, well-organized verification process and top-tier service for every client. 

Alex Strekel

Alex Strekel

Director, Investment Management Solutions, Clearwater Analytics

Alex Strekel joined Clearwater in 2015 and leads a team of business development professionals who specialize in solving operational, accounting, and reporting challenges for asset managers. Alex and his team focus on the key trends impacting the markets and help managers find custom solutions that address both market- and firm-specific needs to provide scale, accelerated growth, and improved margins.

Alex has more than 15 years of experience in financial services, allowing him to consult with all aspects of asset management operations. His career began in market data with Thomson Financial, transitioning to operations and trading with Fidelity; prior to Clearwater, he managed fixed-income portfolios at a Connecticut-based asset manager.

Alex is a graduate of Bates College in Lewiston, Maine and lifelong Connecticut resident. He currently resides in Old Lyme, Connecticut with his wife, son, and daughter, along with their two cats. When not working, you can find him spending time with his young family, keeping active, or attempting his latest “home improvement” project.

Rachael  Wright, CIPM

Rachael Wright, CIPM

Product Manager, Clearwater Analytics

Rachael joined Clearwater in 2013 and serves as a Product Manager for Clearwater's performance measurement and reporting capabilities. She works with industry experts, Clearwater clients, client servicing representatives and development teams to ensure Clearwater’s performance and composites products meet the needs of the market.

In her free time, Rachael loves being in Idaho's great outdoors. She also has a passion for music and teaches the violin. Rachael holds bachelor's degrees in both applied math and music performance from Boise State University and holds the Certificate in Investment Performance Measurement™ designation.