Active Equities vs. Passive vs. Smart Beta in a Taxable Environment
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APR
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Part 3 of 10 in our First Wednesdays: The Wealth Management Excellence Series. If you would like to attend the entire series at a discounted rate, click here.
A very special event. Experts from three industry titans -- Research Affiliates, Wisdom Tree, and Blackrock – will share brief presentations of their leading-edge research – followed by their candid thoughts in a panel setting -- on the growing debate about smart beta/passive/active investing with our growing, high-powered group of leaders in wealth management. Topics to be discussed include when and how active managers succeed, how to choose among the growing array of smart beta offerings, blending strategies, active/passive fixed income strategies, currency hedging, the impact of taxes on various forms of implementation of active, passive, and non-market-capitalization-weighted strategies, and a new paper about how “smart beta” can go “horribly wrong”. A must-attend event for the advisor or firm that not only wants to stay ahead of the curve, but bend it as well. Limited to the first 100 registrants.
Speakers:
Trey Heiskell, CFA, Managing Director | Trey Heiskell is a senior investment strategist in BlackRock's Factor-Based Strategies Group. In this role he is responsible for communicating the breadth and depth of the company's risk parity, long/short style factor and Smart Beta capabilities to investors in North America. Prior to assuming his current responsibilities, he was a member of BlackRock's Institutional Client Business, where he was responsible for developing and maintaining relationships with large public and private pension plans, foundations and endowments. Mr. Heiskell's service with the firm dates back to 1999, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. At BGI, he was a senior client relationship officer in the Americas Institutional Business, specializing in indexed and quantitative active equity, fixed income and multi-asset strategies. Prior to joining BGI he worked for Jurika & Voyles, a fundamental equity and fixed income firm, and began his investment career as a market maker on the options floor of the Pacific Stock Exchange. A former naval officer, Mr. Heiskell is a graduate of the United States Naval Academy and a CFA charterholder.
A very special event. Experts from three industry titans -- Research Affiliates, Wisdom Tree, and Blackrock – will share brief presentations of their leading-edge research – followed by their candid thoughts in a panel setting -- on the growing debate about smart beta/passive/active investing with our growing, high-powered group of leaders in wealth management. Topics to be discussed include when and how active managers succeed, how to choose among the growing array of smart beta offerings, blending strategies, active/passive fixed income strategies, currency hedging, the impact of taxes on various forms of implementation of active, passive, and non-market-capitalization-weighted strategies, and a new paper about how “smart beta” can go “horribly wrong”. A must-attend event for the advisor or firm that not only wants to stay ahead of the curve, but bend it as well. Limited to the first 100 registrants.
Speakers:
- Luciano Siracusano, Chief Investment Strategist (WisdomTree)
- Vitali Kalesnik, Ph.D., Director, Head of Equity Research (Research Affiliates)
Trey Heiskell, CFA, Managing Director | Trey Heiskell is a senior investment strategist in BlackRock's Factor-Based Strategies Group. In this role he is responsible for communicating the breadth and depth of the company's risk parity, long/short style factor and Smart Beta capabilities to investors in North America. Prior to assuming his current responsibilities, he was a member of BlackRock's Institutional Client Business, where he was responsible for developing and maintaining relationships with large public and private pension plans, foundations and endowments. Mr. Heiskell's service with the firm dates back to 1999, including his years with Barclays Global Investors (BGI), which merged with BlackRock in 2009. At BGI, he was a senior client relationship officer in the Americas Institutional Business, specializing in indexed and quantitative active equity, fixed income and multi-asset strategies. Prior to joining BGI he worked for Jurika & Voyles, a fundamental equity and fixed income firm, and began his investment career as a market maker on the options floor of the Pacific Stock Exchange. A former naval officer, Mr. Heiskell is a graduate of the United States Naval Academy and a CFA charterholder.
| Registration Fees $20 (Member) | $30 (Non-Member) Part 3 of 10 in our First Wednesdays: The Wealth Management Excellence Series. If you would like to attend the entire series at a discounted rate, click here. |
Parking Information
Valet Parking: $15
Valet Parking: $15
Payment Information
We accept the following:
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.
We accept the following:
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 655, Los Angeles CA 90071.
*Credit card payments will only be accepted through the secure online registration, and not by phone or email.
Cancellations
Cancellations must be received in writing by 9:00 am the day prior to the event. 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 non-member fee ($30) 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. 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 non-member fee ($30) for the event which is posted on the CFALA website.
Chair:
Thomas Mahoney, CFA, CAIA
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. |
Sponsored By:
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