11-07-2023 Santa Barbara Educational Mixer: A Critical Look at Factor Investing
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NOV
7
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A Santa Barbara Advisory Council and FPA Ventura Sponsored Event
Join us for an afternoon of learning followed by wine tasting from the J. Wilkes winery at the Cabrillo Pavilion, Santa Barbara’s premier oceanfront venue.
The keynote speaker will be Jeromey Thornton, CFA, Vice President and Senior Investment Director at Avantis Investors, discussing whether after many years of strong growth, factor investing is still relevant.
Financial science and our understanding of what drives asset prices and returns have evolved considerably.
During this session, we will:
- Examine some of the similarities and differences in how indices define asset classes and manage reconstitution
- Contemplate whether factor-building has been overdone, and examine the risks of becoming too factor-focused
- Highlight some of the constraints these decisions can place on index trackers
- Propose how a systematic approach can deliver benefits commonly associated with indexing while removing artificial constraints
- Q & A
SPEAKERS
Jeromey Thornton, CFA | Jeromey is a senior investment director at Avantis Investors®. In this role, Jeromey meets with advisors and institutions to discuss investment topics and explain Avantis’ investment capabilities. He also directs and coordinates content development surrounding Avantis’ investment approach and solutions.
Prior to joining Avantis Investors, Jeromey was the head of product management at Dimensional Fund Advisors, where he led a global team responsible for promoting the value proposition of Dimensional’s approach and investment products through content development, direct client engagement, and distribution support. In this capacity, he oversaw product marketing and external communications for Dimensional’s entry into the ETF market. Prior to Dimensional, Jeromey was a management consultant at Deloitte Consulting helping clients solve complex business problems primarily within the financial services industry.
Jeromey earned a bachelor of business administration in management information systems from the McCombs School of Business at The University of Texas at Austin. He is a CFA Charterholder and holds Series 7 and 66 licenses.
This event qualifies for 1 hour of CFP Continuing Education Credits
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Registration Fees SIGN UP FOR UPDATES FROM THE SANTA BARBARA GROUP If you are a member of FPA Ventura, please reach out to them directly to get the discount code. Registration is NOW CLOSED. |
Parking Cost: $2/hr.
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.
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.
Falko Hörnicke, CFA
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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 hour. If you are a CFA Institute member, CE credit for your participation in this program will be automatically recorded in your CE Diary. |
