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Allied Professional CE and Networking Event
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Allied Professional CE and Networking Event

The CFA Society Washington, DC invites FPA members to attend the upcoming education program Decades Old Debate Put to Rest, Active vs. Passive! A networking and CE event! Register on CFA website - link provided below!

 Export to Your Calendar 9/6/2018
When: 09/06/2018
4:00 pm
Where: Map this event »
The Tower Club
8000 Towers Crescent Drive, Suite 1700
Vienna, Virginia  22182
United States
Contact: Jennifer Quigley
703-734-4618

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The CFA Society Washington, DC invites FPA members to attend the upcoming education program Decades Old Debate Put to Rest, Active vs. Passive - September 6, 2018 – 4:00 – 6:00 pm at The Towers Club, 8000 Towers Crescent Drive, Suite 1700, Vienna, VA 22182.

Silver Line Tysons Corner Metro - Fees: Members: $55.00, Non-Members $60.00 – FPA Members use Code FPARIA to receive Member Price on CFAW website: https://www.cfasociety.org/washingtondc/Pages/CurrentEvents.aspx

Approval Pending for 1.5 CFP CE and 1.5 CIMA CE - CPA CPE Offered

Active versus passive investing has been long debated in the investment industry. What started in the 1960s as a theory on attributing a manager's performance to beta and alpha, became a reality with the inception and democratization of the index fund in 1975.

Since then, a debate has raged for decades about the viability of "passive" investing and its place in a prudent, diversified portfolio. Although many prognosticators would agree that some combination of indexing (or at least the concepts that make it possible) and active is appropriate, there is still a diffuse set of opinions on the subject.

On Thursday, September 6th, 2018, come hear from three RIAs, who all employ active and passive indexing differently to give their clients the best chance for investment success. Following will be a Q&A session.

Learning Objectives:

1.  Get a better understanding for how indexing and active are being considered as part of a portfolio allocation.

2.  Learn about trends, research and tools assisting PMs in their decision making and execution of portfolio strategy.

 

 

Scott Puritz Managing Director, Rebalance IRA

Lowell D. Pratt Jr., CFA

President, The Burney Company

Jeff Porter, CFA, CFP

Principal and CIO, Sullivan Bruyette Speros & Blayney

 

Register on CFA website: FPA Members use Code FPARIA to receive Member Price on CFAW website: https://www.cfasociety.org/washingtondc/Pages/CurrentEvents.aspx