John
has been involved in the investment management
and performance community for 21 years.
Currently he is the Vice President of West Coast
Operations for The Spaulding Group, a consulting
firm that specializes in investment performance
measurement. I am a Senior Consultant for The
Spaulding Group, and conduct training classes
on performance measurement and attribution for
The Spaulding Group. He co-designed The Spaulding
Group's prep courses for the Principles and Expert
levels for the CGIPS certification.
For 20 years, he was involved in developing performance
measurement and portfolio management & accounting
systems at Integrated Decision Systems (now part
of CheckFree Investment Services). At Integrated
Decision Systems, his role was Senior Director
of Application Research. John was responsible
for the business functionality of all performance
measurement and portfolio management systems.
Specialty areas included performance measurement
& attribution, multicurrency accounting &
performance, after-tax performance, fixed income
accounting and analytics, derivatives processing
and pre-trade decision support. As a programmer,
he has developed all of the fixed income applications
at IDS.
John is a frequent speaker at many industry conferences
on after-tax performance, multicurrency accounting,
and systems technology. He has poken twice at
the CFA Institute's annual conference on the Performance
Presentation Standards.
John has been published several times in the Journal
of Performance Measurement, including articles
on after-tax performance, the GIPS Standards and
technology, and the impact of the introduction
of the Euro on performance measurement.