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Community Forum for FPA NCA Chapter!
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Community Forum for FPA NCA Chapter!

Register for this Community Forum! Presented by Harbor Funds!

9/24/2020
When: 09/24/2020
11:00 am
Where: Community Forum - Presented by Harbor Funds
United States
Contact: Peggy Nelson
703-620-1712

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PLEASE NOTE: THE FIREFOX BROWSER WORKS MUCH BETTER FOR REGISTRATIONS. INTERNET EXPLORER WILL OFTEN CAUSE PROBLEMS OR FAILURE DURING REGISTRATION. PLEASE TRY TO USE FIREFOX OR ANOTHER BROWSER WHEN REGISTERING. SORRY FOR THIS INCONVENIENCE.

 

This event has closed for registration! Please join us for one of our other virtual programs this fall! Thank you!

 

Please join us for our Community Forum!

A time to ask questions, look for familiar faces, and get support from your FPA NCA chapter community!

Please RSVP for ZOOM call to ensure proper lines enabled!

Join us for a few minutes of informal time to talk and have community support!

 

Topic for this call will be "Activating International Equities"

Speaker - Sonya Morris, CFA, Managing Director, Harbor Capital Advisors, Inc.

  1 CFP Approved! and 1 CIMA Approved!

Many U.S. investors are underexposed to international equities. There are several reasons for this including familiarity bias, a long stretch of underperformance relative to U.S. stocks, misconceptions about inherent risk, and perceptions about diversification. Harbor believes that these views may be misguided or overstated, and a strategic allocation to international equities offers significant benefits.

From a diversification perspective, international stocks offer exposure to a greater variety of economic forces than domestic stocks; Non-U.S. markets have very different sector and market-cap compositions and are exposed to different factors. While correlations between U.S. and non-U.S. stocks have trended higher recently, they have varied considerably over time, and there are economic forces that could potentially push correlations lower in the future. International stocks may also provide a way to increase your portfolio’s yield. Finally, skilled active managers have had more success in international markets than in the U.S. and some passive strategies may court more risks now including heightened concentration, overvaluation, and dividend cuts.

Join Sonya Morris, Managing Director at Harbor Capital for a robust discussion and actionable insights to help manage your strategic allocation to international equities.

 

Sonya Morris, CFA

Managing Director

Harbor Capital Advisors, Inc.

Sonya Morris is a managing director at Harbor Capital Advisors, Inc. She is a member of the Investment & Portfolio Management team, which is responsible for the identification, evaluation, and selection of investment managers for the Harbor Funds and the Harbor Capital Group Trust. Prior to joining Harbor, Sonya was a senior consultant at Morningstar Investment Management, where she managed fund-of-fund portfolios and chaired the team’s fixed-income manager selection committee. She earned a B.A. in Finance and a B.A. in English from the University of Illinois at Urbana-Champaign and an M.A. in English from Northwestern University. Sonya is a CFA® charterholder.


Bring your own lunch, your tips and your questions! Please come join us and share your ideas on this topic!

 

 Zoom call information distributed once registered and closer to the event!