Defensive Equity Yield is the New Black

MAY
24
Wednesday, 11:30 am - 1:30 pm
 
Location: Omni Hotel
251 S. Olive St.
Los Angeles, CA 90071
 
Speakers: Rosemary Macedo - Chief Investment Officer, QS Investors, LLC
 
Time: 11:30 am - 12:00 pm: Networking/Registration
12:00 pm - 12:30 pm: Lunch 
12:30 pm - 1:30 pm: Presentation
 
Dress: Business Casual
   
 
Add to Calendar 05/24/2017 11:30 AM 05/24/2017 1:30 pM America/Los_Angeles Defensive Equity Yield is the New Black Defensive Equity Yield is the New Black Omni Hotel 251 S. Olive St. Los Angeles, CA 90071 CFALA info@cfala.org false MM/DD/YYYY
A Portfolio Management Group sponsored event

Longer lifespans, the rise of defined contribution plans in lieu of defined benefit plans, and doubts about the sustainability of social security have raised the stakes for retirees and for those hoping to retire someday, while the low interest rate environment makes it tough to generate income. A defensive equity yield strategy is one approach to generating income while still achieving principal growth with enough stability to keep panic at bay when the market is turbulent.

This talk will:
  • Compare and contrast defensive equity yield, which combines low volatility and high dividends, with separate low volatility and high dividend strategies
  • Assess the impact of Fed tightening cycles on them
  • Discuss the negligible explanatory power of valuation for the results
  • Illustrate the benefits of defensive equity yield for savers and for spenders
Rosemary Macedo | Rosemary Macedo is Chief Investment Officer of QS Investors, LLC, an investment firm providing asset management and advisory services to a diverse array of institutional clients. QS Investors delivers disciplined and systematic solutions that address clients’ complex investment challenges. The team has developed approaches to integrating quantitative and behavioral investment insights, and dynamically weighting opportunities in response to changing conditions in the economy and the financial markets. QS Investors offers a broad spectrum of strategies which includes actively managed US and Global equities, Liquid Alternatives, and Customized Solutions.

Formerly head of Active Quantitative Equity research at Deutsche Asset Management from 2008 to 2010. Prior to joining Deutsche Asset Management, she spent two years as Executive Director of the Thomas J. Watson Fellowship Program. Prior to Watson, she spent 14 years with Bailard, Inc, where she managed Bailard’s international equity mutual fund, landing it in the top overall rankings for Morningstar, Standard & Poor’s and Lipper. She began her career in asset management at First Quadrant. Back To Top ^^
Registration Fees
$20 (Members) | $30 (Non-Member Students) | $50 (Non-Members)
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.

 

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 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: 
Charlotte Chamberlain, Ph.D
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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