Asset Allocation 2.0: Investment Positioning for a Multi-Quarter Time Horizon
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Part 1 of 6 in our First Wednesdays: The Wealth Management Excellence Series. If you would like to attend the entire series at a discounted rate, click here.
Richard Bernstein, voted #1 in the U. S. 10 out of 18 years as Chief Investment Strategist with Merrill Lynch for all of its institutional and individual investors, will explain in detail how portfolios should now be positioned to our audience of experienced advisors and family office CIOs. The last time he spoke to an audience of this size in L. A. two years ago, Richards's insights were enormously practical and helpful to the bottom line. This year, he will let you in on Asset Allocation 2.0 and other critical insights.
Richard Bernstein, CEO/CIO | Richard Bernstein is the chief executive officer/chief investment officer of Richard Bernstein Advisors LLC.
Mr. Bernstein founded Richard Bernstein Advisors LLC (RBA) in 2009. The firm utilizes a unique top-down approach to investing, focusing on macro trends rather than individual stock selection. RBA, with AUM of approximately $3.2 billion as of 11/30/16, partners with some of the world’s leading financial institutions.
Mr. Bernstein has over 35 years’ experience on Wall Street, and was formerly the Chief Investment Strategist at Merrill Lynch & Co. Prior to joining Merrill Lynch in 1988, he held positions at E.F. Hutton and Chase Econometrics/IDC.
A much-noted expert on equity, style and asset allocation, Mr. Bernstein was voted to Institutional Investor magazine’s annual “All-America Research Team” eighteen years, and is one of only fifty analysts inducted into the Institutional Investor “Hall of Fame”. He was also twice named to both Fortune magazine’s “All-Star Analysts” and to Smart Money magazine’s “Power 30”, and was a member of Registered Rep’s “Ten to watch” for 2012. His book “Style Investing: Unique Insight into Equity Management” is widely viewed as the seminal book on style-oriented investment strategies. He donates the profits from that and his other book, “Navigate the Noise: Investing in the New Age of Media and Hype,” to charity.
Mr. Bernstein is chair of the Alfred P. Sloan Foundation endowment’s Investment Committee (~$2.0 billion) and sits on the Hamilton College endowment’s Investment Committee (~$900 million); he is a trustee of both institutions. He is also a member of the Journal of Portfolio Management’s Advisory Committee, and recently retired from the adjunct faculty of the NYU/Stern Graduate School of Business.
Rich holds an MBA in finance, with Beta Gamma Sigma distinction, from New York University, and a BA in economics from Hamilton College. He has lectured on finance and economics at numerous colleges, universities and professional forums.
Richard Bernstein, voted #1 in the U. S. 10 out of 18 years as Chief Investment Strategist with Merrill Lynch for all of its institutional and individual investors, will explain in detail how portfolios should now be positioned to our audience of experienced advisors and family office CIOs. The last time he spoke to an audience of this size in L. A. two years ago, Richards's insights were enormously practical and helpful to the bottom line. This year, he will let you in on Asset Allocation 2.0 and other critical insights.
Richard Bernstein, CEO/CIO | Richard Bernstein is the chief executive officer/chief investment officer of Richard Bernstein Advisors LLC.Mr. Bernstein founded Richard Bernstein Advisors LLC (RBA) in 2009. The firm utilizes a unique top-down approach to investing, focusing on macro trends rather than individual stock selection. RBA, with AUM of approximately $3.2 billion as of 11/30/16, partners with some of the world’s leading financial institutions.
Mr. Bernstein has over 35 years’ experience on Wall Street, and was formerly the Chief Investment Strategist at Merrill Lynch & Co. Prior to joining Merrill Lynch in 1988, he held positions at E.F. Hutton and Chase Econometrics/IDC.
A much-noted expert on equity, style and asset allocation, Mr. Bernstein was voted to Institutional Investor magazine’s annual “All-America Research Team” eighteen years, and is one of only fifty analysts inducted into the Institutional Investor “Hall of Fame”. He was also twice named to both Fortune magazine’s “All-Star Analysts” and to Smart Money magazine’s “Power 30”, and was a member of Registered Rep’s “Ten to watch” for 2012. His book “Style Investing: Unique Insight into Equity Management” is widely viewed as the seminal book on style-oriented investment strategies. He donates the profits from that and his other book, “Navigate the Noise: Investing in the New Age of Media and Hype,” to charity.
Mr. Bernstein is chair of the Alfred P. Sloan Foundation endowment’s Investment Committee (~$2.0 billion) and sits on the Hamilton College endowment’s Investment Committee (~$900 million); he is a trustee of both institutions. He is also a member of the Journal of Portfolio Management’s Advisory Committee, and recently retired from the adjunct faculty of the NYU/Stern Graduate School of Business.
Rich holds an MBA in finance, with Beta Gamma Sigma distinction, from New York University, and a BA in economics from Hamilton College. He has lectured on finance and economics at numerous colleges, universities and professional forums.
| Registration Fees $25 (Member) | $40 (Non-Member) Part 1 of 6 in our First Wednesdays: The Wealth Management Excellence Series. If you would like to attend the entire series at a discounted rate, click here. |
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Shutters on the Beach Valet: $15
Shutters on the Beach Valet: $15
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If you prefer to pay by check please register online and select "purchase order" as your payment option and enter your last name as the purchase order number.
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Cancellations
Cancellations must be received in writing by 9:00 am the day prior to the event to receive a refund. No phone cancellations are accepted. Please fax to the CFALA office at (213) 613-1233 or e-mail info@cfala.org. Member “no-shows” will be billed the difference between the member fee and the non-member fee for the event which is posted on the CFALA website.
Cancellations must be received in writing by 9:00 am the day prior to the event to receive a refund. No phone cancellations are accepted. Please fax to the CFALA office at (213) 613-1233 or e-mail info@cfala.org. Member “no-shows” will be billed the difference between the member fee and the non-member fee for the event which is posted on the CFALA website.
Chair:
Yves-Marc Courtines, CFA and Thomas Mahoney, CFA, CAIA
Yves-Marc Courtines, CFA and Thomas Mahoney, CFA, CAIA
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As a participant in the CFA Institute Approved-Provider Program, the CFA Society of Los Angeles has determined that this program qualifies for 1 credit hours. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary. |
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