Stone House Consulting

Strategic, operational and IT consulting for investment managers and hedge funds

5 April 2011 • 7:45 am 0

Verifying the Verifier

How does one go about selecting a firm to verify their claim of compliance with the Global Investment Performance Standards? Stone House Consulting partners Philip Lawton and Holly Miller discussed this topic during a recent webinar hosted by FTF News held on March 16th. Highlights from the webinar were covered in an article by Securities Technology Monitor. A recorded version of the webinar is still available. Click here for more information.

Filed under: Performance Measurement, Press Coverage, Webcast or Podcast, , , , , ,

10 October 2009 • 3:18 pm 0

Leaders of the Pack

Video of The Glass Hammer Network’s breakfast networking event on Sep 29 in New York City.

Hosted by Nicki Gilmour, CEO, theglasshammer.com. Panelists include Cynthia Steer, Head of Research Strategy, Rogerscasey; Marianne Brown, CEO, Omgeo; Liz Philipp, Head of the New York Office, PIMCO; and Annie Morris, Head of North America, Linedata Services. Moderated by Holly H. Miller, Partner, Stone House Consulting.

Filed under: Hedge Fund / Alternative Investment Management, Managing the Business, Press Coverage, Traditional Investment Management, Webcast or Podcast, , , , , , , ,

10 October 2009 • 3:15 pm 0

Where Does Performance Fit?

Org ChartCFA Institute free podcast from the 2009 Annual GIPS Conference on Sep 23 in Boston.

Panelists include Stephen Campisi, CFA, institutional portfolio manager and principal, Intuitive Performance Solutions; James Edmonds, CFA, global head of performance measurement and client reporting, AllianceBernstein; and Holly Miller, partner, Stone House Consulting. Moderated by Beth Kaiser, CFA, CIPM, director of investment performance standards, CFA Institute.

Filed under: Hedge Fund / Alternative Investment Management, Managing the Business, Performance Measurement, Traditional Investment Management, Webcast or Podcast, , , ,

Operational Risk, Investor Communication and Requirements Survey

Please participate in our industry survey on operational risk, investor communication and requirements. The survey is open to investors, managers, custodians, prime brokers, fund administrators, auditors, software vendors, consultants, verifiers and all other industry participants. In appreciation for your time, participants will receive a summary report of survey results and will be entered into a drawing to win a flip camera. Additional details on the survey can be found here.

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