Rowing Through Rough Waters

Tuesday, January 31st, 2012

Tim Knepp, CFA
Chief Investment Officer
Genworth Financial Asset Management

Chair: Michael Wu, CFA

This event is sponsored by the Private Wealth Management group


Systemic risk will continue to have a heavy influence on 2012 investment performance, making the pursuit of relative value and long-term drivers of return a challenging proposition. My Knepp’s presentation will focus on GFAM’s fundamental view of secular and tactical opportunities, and the reality of incorporating such opportunities within portfolios given ongoing market volatility. Topics that will be covered include:

-           Key macroeconomic drivers likely to have a persistent impact on capital market performance

-           A practitioner’s view of risk-managed portfolio construction

-           The use of alternative and unconstrained mandates in the pursuit of better diversification

Speaker Bio:

Tim Knepp is responsible for leadership and oversight of Genworth Financial Asset Management’s broad range of multi-asset class portfolios, directing $9 billion of assets under management. GFAM focuses on absolute return and unconstrained investment mandates, with an emphasis on transparency and liquidity.

Tim joined GFAM in 2003 and has over 25 years of investment industry experience. Prior to assuming the CIO role, Tim served as Vice President and Director of Manager Research and Due Diligence at GFAM. His career experience includes senior roles in fundamental and quantitative securities analysis, portfolio management, investment product development, and corporate finance advisory. Tim has served in numerous leadership positions for the CFA Institute, including Western Regional Director and Annual Conference Chairman. Tim also served on the board of the Financial Analysts Federation and is past president of the CFA Society of San Diego.

Tim has been a featured speaker at many industry meetings and his research and views have been widely quoted by media such as the Associated Press, Bloomberg, Barron’s, The Wall Street Journal, On Wall Street, Business Week, and Investment News.

Tim earned a BS in Finance from the University of Maryland, College Park and attended graduate business school at Johns Hopkins University. He holds the Chartered Financial Analyst designation,
and was awarded the CFA Institute 20-Year Certificate of Achievement in 2007.

Registration Links
CFALA Members: $20.00(place cursor on amount for link)
Student Discount: $30.00 (Valid Student ID with current year shown - required at the event)
Non-members: $50.00 (place cursor on amount for link)

Time: 12:00 pm - 1:30 pm, Lunch

Location: Casa Del Mar
                  1910 Ocean Way 
                  Santa Monica, CA 90405
                  For directions call hotel: (310) 581-5533 or click link on hotel name above.
                  Valet parking is $14.00 at Casa Del Mar

Dress Code: Business Casual

Payment Information:

Methods of payment accepted: Visa/Mastercard, American Express and Discover. 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. Mail check to: CFA Society of Los Angeles, 520 S. Grand Ave, Suite 370, Los Angeles CA 90071.

*Credit card payments will only be accepted through the secure online registration, and not by phone or email.


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