Market Outlook with Rob Arnott

SEP
7
Thursday, 4:00 pm - 7:00 pm

Location:

Le Merigot Hotel
1740 Ocean Ave - Pacific Room
Santa Monica, CA 90401

Speaker:

SPEAKER
Rob Arnott — Founder & Chairman, Research Affiliates

MODERATOR
Thomas Mahoney, CFA, CAIA — UBS

Time:

4:00pm - 4:30pm: Registration
4:30pm - 6:00pm: Keynote & Fireside Chat w/ Rob Arnott
6:00pm - 7:00pm: Cocktail Reception

Add to Calendar 09/07/2023 4:00 PM 09/07/2023 7:00 PM America/Los_Angeles Market Outlook with Rob Arnott Le Merigot Hotel - 1740 Ocean Ave - Pacific Room, Santa Monica, CA 90401 CFALA info@cfala.org false MM/DD/YYYY

A Wealth Management Advisory Council Sponsored Event

We are excited to welcome back Rob Arnott, Founder and Chairman of Research Affiliates and a recognized global leader in the investment community. Rob will discuss the impact valuations and inflation have on capital market expectations and asset allocation broadly, as well as the specific impacts to growth and value equities.
 

SPEAKER

Rob Arnott | Rob Arnott is founder and chairman of the board of Research Affiliates. Rob plays an active role in the firm’s research, portfolio management, product innovation, business strategy, and client-facing activities. He is a member of the Investment Committee and the Executive Committee of the board. With Chris Brightman, he is co-portfolio manager on the PIMCO All Asset and All Asset All Authority funds and the PIMCO RAE™ funds.

Over his career, Rob has endeavored to bridge the worlds of academic theorists and financial markets, challenging conventional wisdom and searching for solutions that add value for investors. He has pioneered several unconventional portfolio strategies that are now widely applied, including tactical asset allocation, global tactical asset allocation, tax-advantaged equity management, and the Fundamental Index™ approach to investing. His success in doing so has resulted in a reputation as one of the world’s most provocative practitioners and respected financial analysts.

In 2002, Rob founded Research Affiliates as a research-intensive asset management firm intent on delivering innovative and impactful products and insights.

Prior to establishing Research Affiliates, Rob was chair of First Quadrant, LP, which he built up from the former internal money manager for Crum & Forster into a highly regarded quantitative asset management firm. He also was global equity strategist at Salomon Brothers (now part of Citigroup), the founding president and CEO of TSA Capital Management (now part of Analytic Investors, LLC), and a vice president at The Boston Company.

Rob has published more than 130 articles in such publications as the Journal of Portfolio Management, Harvard Business Review, and Financial Analysts Journal, for whom he served as editor in chief from 2002 through 2006. Rob has received eight Graham and Dodd Scrolls, which are awarded annually by CFA Institute to the top Financial Analysts Journal articles of the year. He also has received four Bernstein Fabozzi/Jacobs Levy awards from the Journal of Portfolio Management. He is co-author of The Fundamental Index: A Better Way to Invest (Wiley 2008).

Rob received a BS summa cum laude in economics, applied mathematics, and computer science from the University of California, Santa Barbara.
 

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Registration
$20 (Members) | $70 (Non-Members)

Registration is NOW CLOSED. 

Payment Information
We accept the following:

If you prefer to pay by check please email info@cfala.org and request to pay by check. Your registration will be completed manually and you will receive an email confirmation.

Mail Check To:

CFA Society of Los Angeles
13400 Riverside Drive, Ste. 215
Sherman Oaks, CA 91423

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

Parking Information
Valet Parking: $18
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.
Chairs:
Yves-Marc Courtines, CFA
Thomas Mahoney, CFA, CAIA
Ken Waltzer, CFA
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 hour. 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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