First Rate Performance Conference Approved for CFA CE Credits
Arlington, TX – March 7, 2011 – First Rate, a leading provider of performance measurement solutions for the financial services industry, is pleased to announce that its upcoming 20th annual performance measurement conference has been approved for CFA continuing education (CE) credit.
On March 28, 2011, First Rate will welcome investment performance professionals in the trust bank, registered investment advisory and brokerage industries at its annual client conference in Arlington, Texas. The Conference will provide a great opportunity to stay abreast of industry trends, learn more about First Rate solutions and network with peers in the performance measurement industry.
“We work hard all year long to organize a conference that will give attendees new perspectives on the capabilities and resources that First Rate provides,” says Todd Brunskill, First Rate Managing Director, Marketing. “Our goal is to forge strong relationships so that we might better understand and anticipate client needs.”
“Client at the Core” is the theme for 2011, a message that First Rate will convey throughout the event. Stephen Campisi, Karen Vincent, Michael Tropeano and Westwood Trust’s Brian Casey will be keynote speakers.
Session topics will include:
- Revolutionize Your Performance Experience
- Risk and Attribution in the post-Madoff era
- What’s on the Horizon for Investment Performance?
- Benchmarking – Performance & Beyond
- Alternative Investments
- Keeping Clients at the Core
Interactive panels and face time with First Rate professionals will offer answers to attendee’s questions and provide new information, skills and best practices through hands-on training. First Rate will also give sneak peeks into new solutions it will be offering soon. Various First Rate employees will blog and tweet from the event on First Rate’s website, www.FirstRate.com.
CFA Members will receive 3 hours of CE credit for attending, automatically recorded in their CE Diary. Registration includes all conference meals, events, and materials. For more information about the event, visit the First Rate Performance Conference website.
This year’s conference will also be immediately followed by a two-day, CIPM Fundamentals training event provided by The Spaulding Group. Registration for this event is being offered at a discount of 50% to attendees of First Rate’s conference. For additional details, e-mail tbrown@FirstRate.com.
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About First Rate
Wealth management companies nationwide trust First Rate for superior investment performance measurement technology. Dedicated to providing a unique level of focus, depth and expertise, First Rate’s solutions optimize all facets of asset management: risk assessment, portfolio analysis, GIPS compliance, investment reporting, and more. The First Rate Performance Suite™ allows investment firms to calculate accurate rates of return, efficiently analyze the results and generate dynamic, client-ready presentations that empower internal resources to deliver improved client service. For more information about First Rate, visit www.FirstRate.com.
Editorial Contact:
Teyren Brown
First Rate
tbrown@firstrate.com
817.525.1883
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