Road Rage or Autopilot: Active vs. Passive Investing Decisions

What determines whether active or passive investing will be more effective? Is it correlations of stocks within the S&P500? Is it an upward vs downward market? Is it the sub asset class you are investing in? Is it the number of CFA charter holders in existence? On Thursday October 6^th we will investigate the implications of a tactical vs strategic approach to the decision of where to deploy an alpha budget vs where to take what the market gives you. There might even be a third option.

Let us handle the fresh hors d’oevres while you dive into your best business casual attire for this live, in-person event.

Learning Objectives:

• Review time periods and asset classes where active management worked better
• Investigate methods for weighing risks and rewards associated with active and indexed investing
• Learn to assess client expectations regarding how active the investment methodology should be

Who Should Attend:

• Chief investment officer
• Portfolio manager
• Research analyst
• Wealth manager

Speakers:

 

Jack Mayer, CFA
Senior Portfolio Specialist, Sands Capital

 

Jeanne Shen, CFA
Chief Investment Officer, Gavi Alliance

 

Chris Tidmore, CFA
Senior Manager, Vanguard Investment Advisor Research Center

Moderator:

 

Walt Nockett, CFA, CFP
Partner and Private Wealth Manager, Creative Planning

 

Qualifications:

• CFA Institute PL Credit Hours: 1 Credit
• CFA Institute Competency Framework Skill: Equity Investment, Fixed Income, Performance Measurement and Evaluation, Portfolio Management and Risk Management
• CFP CE Credit Hours : 1 Credit

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, the CFP® certification mark (with plaque design) logo and the CFP® certification mark (with flame design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and
ongoing certification requirements.

 

Registration

• CFAW Member: $30
• Non-Member: $40

Registration Closes September 29th at 12:00 PM.

Register Here

 

Sponsored by the RIA Subcommittee

Thank You to Our Event Sponsor