Factor Pricing: A Framework for Incorporating Smart Beta in Client Portfolios
Speaker: Brent Leadbetter
Meeting Description
In the new world of active investment management, Smart Beta is all the rage. In this presentation advisors can learn how Smart Beta strategies play a role in building an investment portfolio from an expert, including:
1.5 hours CE has been granted for this session by the CFP Board.
Speaker Biography
Brent Leadbetter is a product specialist for RAFI™ Fundamental Index™ strategies. In this role, he helps institutional and retail investors understand the RAFI methodology and the potential role of smart beta strategies in their overall investment programs. Prior to joining Research Affiliates, Brent worked as a private client manager at AllianceBernstein. He also has served as an institutional sales associate at A.G. Edwards and a retirement specialist at Merrill Lynch.
Brent holds the Chartered Financial AnalystŪ designation and is a member of CFA Institute and CFA Society Orange County. Brent earned a BA in history from the University of Michigan and an MBA from the Anderson School of Management at UCLA.
Pricing and Registration
Advanced pricing is available through October 5th: FPA Members and First Time Visitors: $40 Non-Members: $60
After October 5th:
All Members and Non-members: $60
Online Registration is open through Monday, October 10th. At-the-door registration is available but limited, so pre-registration is strongly encouraged.
No refunds after 12:00 pm on Tuesday, October 11th.