Karyn D. Vincent, CFA, CIPM, is founder of Vincent Performance Services LLC, which provides GIPS consulting and verification services. Previously, she served as the global practice leader for investment performance services at PricewaterhouseCoopers. Ms. Vincent serves on the GIPS Executive Committee (EC), chairs the Interpretations Subcommittee of the GIPS EC, and is a member of the Certificate in Investment Performance Measurement (CIPM) Advisory Council. From 2002 to 2006, she chaired the AIMR-PPS Implementation Committee and the Verification Subcommittee of the Investment Performance Council. Ms. Vincent holds a BS in accounting from the University of Massachusetts at Dartmouth.

Jonathan A. Boersma, CFA, is executive director of the Global Investment Performance Standards at the CFA Institute Centre for Financial Market Integrity. Previously, he was responsible for managing and directing the development, promulgation, and maintenance of the CFA Institute Standards of Practice, including the CFA Institute Code of Ethics and Standards of Professional Conduct, CFA Institute Soft Dollar Standards, CFA Institute Trade Management Guidelines, CFA Institute Research Objectivity Standards, and other standards of practice under development. Mr. Boersma is a frequent speaker on ethics in the investment industry. He holds a BS degree in economics from the University of Wisconsin.

This information is accurate as of the date of recording.