Firm Management: Where Does Performance Fit?

Stephen Campisi, CFA, is an institutional portfolio manager and principal of Intuitive Performance Solutions, a consultancy providing investment management services, performance analysis, and investment education. He has served as an adjunct professor at Western New England College and is a member of the advisory board of the Journal of Performance Measurement, which has published several of his articles on performance analysis. Mr. Campisi participates in the CFA Institute Speaker Retainer Program and gives presentations on the topics of portfolio management, asset allocation, risk analysis, and performance analysis. He holds an MA in music from Montclair State University and an MBA from the University of Connecticut.

James Edmonds, CFA, is the global head of performance measurement and client reporting at AllianceBernstein, where he is responsible for the calculation of returns and reporting of client information as well as overseeing AllianceBernstein’s GIPS compliance. Previously, he was head of performance and risk in continental Europe for INVESCO Asset Management and head of performance at Deutsche Asset Management. Mr. Edmonds is a member of the Investment Manager Subcommittee of the GIPS Executive Committee and has substantial experience in performance and risk analytics across the investment spectrum.

Holly H. Miller is a partner and founding member of Stone House Consulting, LLC. Previously, she was senior vice president and chief operating officer for M.D. Sass Investors Services and first vice president and head of investment operations for Bank Julius Baer & Co. Ms. Miller has published several articles in Hedge Fund and Investment Technology, STP Magazine, and FX & MM Magazine. She is a member of the Promotion & Awareness Subcommittee of the GIPS Executive Committee and serves on the Certificate in Investment Performance Measurement (CIPM) Examination Review Panel. Ms. Miller has completed coursework in computer science at the University of Virginia.

This information is accurate as of the date of recording.