Distinguished Speaker Series and First Wednesdays: Debate on the Merits of Non-Market Cap Weighting
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Part 2 of 6 in our First Wednesdays: The Wealth Management Excellence Series.
Rob Arnott | Rob Arnott is the founder and chairman of Research Affiliates, a subadvisor to PIMCO. Research Affiliates joined with PIMCO to offer one of the first global asset allocation products that makes active use of liquid alternative markets, beyond conventional stocks, bonds and cash. Mr. Arnott has authored over 100 articles for journals, such as the Financial Analysts Journal, the Journal of Portfolio Management and the Harvard Business Review, and served as editor of the Financial Analysts Journal. In 2002, he established Research Affiliates to offer products like subadvisory services, software and asset allocation models. In the past, he also served as a visiting professor of finance at UCLA, on the editorial board of the Journal of Portfolio Management and two other journals, and on the product advisory board of the Chicago Board Options Exchange and two other exchanges. He previously developed quantitative asset management products and teams as president of TSA Capital Management (now TSA/Analytic) and as vice president at The Boston Company (now PanAgora), and served as global equity strategist at Salomon Brothers. He graduated summa cum laude from the University of California, Santa Barbara in 1977 in economics, applied mathematics and computer science. Back To Top ^^
Michael Arone, CFA | Michael Arone is a Managing Director and Chief Investment Strategist for State Street Global Advisors US Intermediary Business Group. He is responsible for expanding SSGA's footprint and thought leadership effort through frequent contributions to the financial news media, speaking engagements and client interactions. Michael is a highly regarded speaker at industry conferences and is the author of several articles related to investment management practices. He is a member of the firm's Senior Leadership Team.
During his 20 year career as an investment professional, Michael has served as the Global and EMEA Head of Portfolio Strategy as well as a senior portfolio manager in the Global Active Quantitative Equity Group. He has substantial experience developing long-only and long-short quantitative strategies and managing investment portfolios using quantitative disciplines. Michael has worked extensively with the firm's global institutional and intermediary clients to help them identify investment solutions that enable them to meet their long-term financial goals.
Michael holds a BS in Finance from Bentley College. He has earned the Chartered Financial Analyst designation and is a member of the Boston Security Analysts Society and CFA Institute. Back To Top ^^
Roger G. Ibbotson, Ph.D. | Roger Ibbotson is Chairman & Chief Investment Officer of Zebra Capital. He is a member of the Zebra Capital portfolio management team having served in this role since the firm was founded in 2001. He is also Professor in the Practice Emeritus of Finance at Yale School of Management. Professor Ibbotson is Founder and former Chairman of Ibbotson Associates, now a Morningstar Company with in excess of $100 billion under advisement. He has written numerous books and articles including Stocks, Bonds, Bills, and Inflation with Rex Sinquefield (updated annually) which serves as a standard reference for information on capital market returns.
Professor Ibbotson conducts research on a broad range of financial topics, including investment returns, mutual funds, international markets, portfolio management, and valuation. He has published The Equity Risk Premium with William Goetzmann and Lifetime Financial Advice with Milevsky, Chen, and Zhu. He has also co-authored two books with Gary Brinson, Global Investing and Investment Markets. In addition, he has co-authored a textbook with Jack Clark Francis, Investments: A Global Approach. He is a regular contributor and editorial board member to both trade and academic journals. He is the recipient of many awards including Graham and Dodd Scrolls in 1979, 1982, 1984, 2001, 2004, 2007, 2011, 2012, and best Financial Analysts Journal article of 2013. He received the Harry M. Markowitz Award for “Momentum, Acceleration, and Reversal”, the 2015 best paper in the Journal of Investment Management.
Professor Ibbotson served on numerous boards, and currently serves as a member of the Board of Directors of Dimensional Mutual Funds, US. He frequently speaks at universities, conferences, and other forums. He received his Bachelor’s degree in mathematics from Purdue University, his M.B.A. from Indiana University, and his Ph.D. from the University of Chicago where he taught for more than ten years and served as Executive Director of the Center for Research in Security Prices. Back To Top ^^
Fran Kinniry, CFA | Fran Kinniry is a principal in Vanguard Investment Strategy Group, whose primary responsibilities are capital market research, portfolio design, development and implementation of customized investment solutions, investment market commentary, and research. The group’s proprietary research on investment, economic, and portfolio management issues has been published in leading academic and practitioner journals. It also is responsible for establishing Vanguard’s investment philosophy, methodology, and portfolio construction strategies.
Mr. Kinniry has worked extensively with ultra high net worth families and institutional investors, creating customized portfolio solutions for their investment needs. He also initiated the Vanguard Investment Counseling & Research department and Vanguard Asset Management and Advisory Services.
Before joining the company in 1997, he was a partner and senior portfolio manager for Executive Investment Advisors, Inc., an institutional asset management firm. Previously, he was a portfolio manager for H. Katz Capital, a venture capital and hedge fund manager.
Mr. Kinniry has more than 20 years experience in the industry and is a regular speaker on investment, economic, and portfolio management issues. He is a Chartered Financial Analyst® charterholder and earned his M.B.A. and bachelor’s degree from Drexel University. Back To Top ^^
Rob Arnott | Rob Arnott is the founder and chairman of Research Affiliates, a subadvisor to PIMCO. Research Affiliates joined with PIMCO to offer one of the first global asset allocation products that makes active use of liquid alternative markets, beyond conventional stocks, bonds and cash. Mr. Arnott has authored over 100 articles for journals, such as the Financial Analysts Journal, the Journal of Portfolio Management and the Harvard Business Review, and served as editor of the Financial Analysts Journal. In 2002, he established Research Affiliates to offer products like subadvisory services, software and asset allocation models. In the past, he also served as a visiting professor of finance at UCLA, on the editorial board of the Journal of Portfolio Management and two other journals, and on the product advisory board of the Chicago Board Options Exchange and two other exchanges. He previously developed quantitative asset management products and teams as president of TSA Capital Management (now TSA/Analytic) and as vice president at The Boston Company (now PanAgora), and served as global equity strategist at Salomon Brothers. He graduated summa cum laude from the University of California, Santa Barbara in 1977 in economics, applied mathematics and computer science. Back To Top ^^Michael Arone, CFA | Michael Arone is a Managing Director and Chief Investment Strategist for State Street Global Advisors US Intermediary Business Group. He is responsible for expanding SSGA's footprint and thought leadership effort through frequent contributions to the financial news media, speaking engagements and client interactions. Michael is a highly regarded speaker at industry conferences and is the author of several articles related to investment management practices. He is a member of the firm's Senior Leadership Team.During his 20 year career as an investment professional, Michael has served as the Global and EMEA Head of Portfolio Strategy as well as a senior portfolio manager in the Global Active Quantitative Equity Group. He has substantial experience developing long-only and long-short quantitative strategies and managing investment portfolios using quantitative disciplines. Michael has worked extensively with the firm's global institutional and intermediary clients to help them identify investment solutions that enable them to meet their long-term financial goals.
Michael holds a BS in Finance from Bentley College. He has earned the Chartered Financial Analyst designation and is a member of the Boston Security Analysts Society and CFA Institute. Back To Top ^^
Roger G. Ibbotson, Ph.D. | Roger Ibbotson is Chairman & Chief Investment Officer of Zebra Capital. He is a member of the Zebra Capital portfolio management team having served in this role since the firm was founded in 2001. He is also Professor in the Practice Emeritus of Finance at Yale School of Management. Professor Ibbotson is Founder and former Chairman of Ibbotson Associates, now a Morningstar Company with in excess of $100 billion under advisement. He has written numerous books and articles including Stocks, Bonds, Bills, and Inflation with Rex Sinquefield (updated annually) which serves as a standard reference for information on capital market returns.Professor Ibbotson conducts research on a broad range of financial topics, including investment returns, mutual funds, international markets, portfolio management, and valuation. He has published The Equity Risk Premium with William Goetzmann and Lifetime Financial Advice with Milevsky, Chen, and Zhu. He has also co-authored two books with Gary Brinson, Global Investing and Investment Markets. In addition, he has co-authored a textbook with Jack Clark Francis, Investments: A Global Approach. He is a regular contributor and editorial board member to both trade and academic journals. He is the recipient of many awards including Graham and Dodd Scrolls in 1979, 1982, 1984, 2001, 2004, 2007, 2011, 2012, and best Financial Analysts Journal article of 2013. He received the Harry M. Markowitz Award for “Momentum, Acceleration, and Reversal”, the 2015 best paper in the Journal of Investment Management.
Professor Ibbotson served on numerous boards, and currently serves as a member of the Board of Directors of Dimensional Mutual Funds, US. He frequently speaks at universities, conferences, and other forums. He received his Bachelor’s degree in mathematics from Purdue University, his M.B.A. from Indiana University, and his Ph.D. from the University of Chicago where he taught for more than ten years and served as Executive Director of the Center for Research in Security Prices. Back To Top ^^
Fran Kinniry, CFA | Fran Kinniry is a principal in Vanguard Investment Strategy Group, whose primary responsibilities are capital market research, portfolio design, development and implementation of customized investment solutions, investment market commentary, and research. The group’s proprietary research on investment, economic, and portfolio management issues has been published in leading academic and practitioner journals. It also is responsible for establishing Vanguard’s investment philosophy, methodology, and portfolio construction strategies.Mr. Kinniry has worked extensively with ultra high net worth families and institutional investors, creating customized portfolio solutions for their investment needs. He also initiated the Vanguard Investment Counseling & Research department and Vanguard Asset Management and Advisory Services.
Before joining the company in 1997, he was a partner and senior portfolio manager for Executive Investment Advisors, Inc., an institutional asset management firm. Previously, he was a portfolio manager for H. Katz Capital, a venture capital and hedge fund manager.
Mr. Kinniry has more than 20 years experience in the industry and is a regular speaker on investment, economic, and portfolio management issues. He is a Chartered Financial Analyst® charterholder and earned his M.B.A. and bachelor’s degree from Drexel University. Back To Top ^^
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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 1.5 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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