Factor Driven Investing

Thursday March 9, 2017 5:30 PM - 8:00 PM
NYSSA Conference Center
Available as: Live Session;Online;
Categories: Private Wealth Management

Program Overview

The benefits, risks and additional issues pertaining to factor investing.

Description

Discussion regarding the issues surrounding factor driven investing from the perspective of product creators, product managers, end users like portfolio managers and an academic perspective. Factor investing is an important way in which firms are investing client money as they can reveal sources of alpha and reveal areas of additional risk.

Who Should Attend

Portfolio Managers; Registered Investment Advisors; Analysts; Academics; Educators.

Agenda

6:00-6:10PM Opening Remarks
Maria Shtrapenina, CFA, Board of Directors, NYSSA

6:10-6:40PM Keynote
Arne Noack, Director (ETP Development), Deutsche Asset Management

6:40-7:40PM Panel
Ran Leshem, Chief Investment Officer, Aperio Group
Weston Wellington, Vice President Dimensional Fund Advisors
Amy Siegelbaum, Managing Director, Summit Rock Advisors

7:40-7:45PM Closing Remarks
Harumi Urata-Thompson, CFA, Chief Operating Officer, NYSSA


NYSSA expects all attendees to comply with NYSSA?s Code of Conduct while attending NYSSA events or meetings. NYSSA expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any NYSSA event or meeting.


DISCLAIMER
The New York Society of Security Analysts, Inc. (NYSSA) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While NYSSA seeks to present accurate and reliable information, NYSSA does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and NYSSA has no duty to update and maintain the information, reports, or statements made during events.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund. NYSSA is not responsible for any investment decision made by you.

You should not make any financial, investment, trading or other decision based upon any of the information presented at NYSSA without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at NYSSA is at your own risk.

There is a substantial amount of risk in trading securities, and the possibility exists that you can lose all, most or a portion of your capital. NYSSA does not, cannot, and will not assess or guarantee the suitability or profitability of any particular investment, or the potential value of any investment or informational source. The securities mentioned in any NYSSA presentation may not be suitable for investors depending on their specific investment objectives and financial condition.

Sponsor

Host

Private Wealth Management Interest Group

Program Details

Date
Thursday, March 9, 2017

Time
5:30PM - 8:00PM

Location
NYSSA Conference Center
1540 Broadway, Suite 1010
45th Street Entrance

Fee
Members $30
Nonmember $80

[$10 Surcharge for Walk-Ins]

 [ LiveStream FREE for Members ]

Registration Deadline
Wednesday, March 8, 2017

CFA Institute CE: 1.5 Credits

Opening Remarks
Maria Shtrapenina, CFA, Board of Directors, NYSSA

Keynote
Arne Noack, Director (ETP Development), Deutsche Asset Management

Panelists
Ran Leshem, Chief Investment Officer, Aperio Group
Weston Wellington, Vice President, Dimensional Fund Advisors
Amy Siegelbaum, Managing Director, Summit Rock Advisors

Closing Remarks
Harumi Urata-Thompson, CFA, Chief Operating Officer, NYSSA

Chairs
Maria Shtrapenina, CFA
Ravi Chandran, CFA


Consider Becoming a Member 
Contact membership@nyssa.org

Sponsor this Event
Contact huratathompson@nyssa.org

Additional Information
If you are unable to register for this event online, please call (212) 541-4530 for assistance.

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1540 Broadway, Suite 1010, (entrance on 45th Street), New York, NY 10036
(212) 541-4530