Investment Performance Consulting

Providing performance measurement
& GIPS consulting services to investment
advisory firms since 2009.

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Our People

Christian Nelson, CIPM

Managing Member

(541) 601-2679

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Christian founded our predecessor firm in 2009, Nelson IPM Services, to fulfill a much needed service of hands-on performance measurement services and consulting to investment advisory firms. With grounding in the best practices of the GIPS® standards, and in-depth knowledge of programming, and accounting systems, Christian is able to use his insights and creativity to assist firms in finding the shortest path to their destination, using the most efficient resources possible. Prior to founding Nelson IPM Services, Christian worked for the Performance Measurement Resource Group, providing similar services to those provided today. Christian also spent four years providing GIPS consulting and verification services with Ashland Partners & Company, working with firms across the U.S., and in Mexico, Chile, Korea, China, and the United Kingdom.

  • Certificate in Investment Performance Measurement®
  • B.S. in Accounting, University of Oregon
  • Member of CIPM Association

Erik Johnsen, CFA, CIPM

Managing Member

(541) 324-9953

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Erik joined our predecessor firm in 2010 as a highly experienced professional who assists firms in achieving GIPS compliance and operational efficiency in the areas of GIPS compliance, performance measurement, and marketing. Erik has established the reputation as an expert and resource for clients and colleagues in the areas of GIPS compliance and interpretations, performance measurement, alternative investments, and international issues. Erik also develops and serves as our lead instructor for our CIPM® review material. Prior to joining Cairn, Erik spent seven years as a Manager with Ashland Partners & Company, gaining invaluable experience from conducting hundreds of verification and consulting engagements across the U.S. and around the globe, including Canada, Mexico, Japan, Korea, Hong Kong, Australia, United Kingdom, France, Poland, and Romania. Erik also previously worked as a public company Research Analyst at William O’Neil + Co.

  • Chartered Financial Analyst®
  • Certificate in Investment Performance Measurement®
  • B.A. in Political Science and Economics, University of California, Los Angeles
  • Member of CFA Institute
  • Member of CFA Society of Los Angeles
  • Member of CIPM Association

Stephen Remboski, CFA

Vice President – Product Manager

(818) 625-0373

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Steve joined Cairn Investment Performance Consulting in 2013, and is Vice President – Product Manager.  Steve began his career with Wilshire Associates where he was Vice President and Product Manager of the Trust Universe Comparison Service (TUCS).  In 2000, Steve joined the Performance Analytics department of the Bank of New York as Vice President and manager of the western region operations.  He received the Quality Recognition Award for establishing a proprietary Alternative Investment reporting process, and was promoted to Product Manager in 2006.  In 2009, Steve joined Aletheia Research and Management, Inc. as Vice President, Performance Analytics.  Steve is past Chair of the Audit and Accounting Committee of the CFA Society of Los Angeles where he was recognized as the Outstanding Committee Member in 2003.  He currently serves on the United States Investment Performance Committee (USIPC). The USIPC is the official local sponsoring organization (country sponsor) for the Global Investment Performance Standards (GIPS®) in the United States. The purpose of the USIPC is to promote the adoption and implementation of the GIPS® standards throughout the United States as the common method for calculating and presenting investment performance.

  • Chartered Financial Analyst®
  • MBA, California State University, Northridge
  • B.S. in Computer Science, Central Michigan University
  • Member of CFA Institute
  • Serves on United States Investment Performance Committee
  • Member of CFA Society of Los Angeles

 

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