Performance Measurement for Alternative Investments

Timothy F.  Peterson, CFA, CAIA, CIPM is a Partner with Ashland Partners & Company, LLP, a global investment-specialist CPA firm, providing audit and consulting services to hundreds of hedge funds, private equity and real estate firms, RIA's, investment companies, and insurance companies worldwide.  Prior to joining Ashland Partners, Timothy served as the CFO for a Houston-based financial firm where he had responsibility for co-managing an option based hedging strategy as well as the firm’s real estate portfolio.  Other experience includes serving as Global Head of Performance and Attribution for an international asset management firm, and as Director of Performance Reporting for a leading national SMA wrap fee investment manager.

Timothy is a dual graduate of the University of Colorado where he earned a Master of Science Degree in Finance as well as a Bachelor of Arts Degree in Economics.  He is a Chartered Financial Analyst, a Chartered Alternative Investment Analyst, and has earned the Certificate in Investment Performance Measurement.  

Timothy is an investment performance measurement expert with specialization in alternative assets.  He has been involved with examination grading and curriculum review for all three of the designations he holds:  CFA, CAIA, and CIPM.  Professional volunteer work also includes serving on the REIS Council, chair of the REIS Compliance working group, chair of the REIS Performance Measurement Resource Manual working group, member of the REIS Implementation Survey working group, and Treasurer for the CU Boulder Alumni Association Board of Directors.  Timothy has authored numerous papers and articles and has spoken at conferences around the world on topics such as valuation policy, performance reporting practices, and internal controls.