When

Friday October 14, 2016 from 11:30 AM to 1:30 PM PDT
Add to Calendar 

Where

Maggiano's Little Italy (at Santana Row) 
3055 Olin Ave #1000
San Jose, CA 95128  

 
Driving Directions 

Contact

Sheila McGinn 
Financial Planning Association of Silicon Valley 
877-808-2699 
execdirector@fpasv.org 
   

October 2016 Luncheon Meeting

,  

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:

  • Long term fixed income and equity returns are based on starting valuations.  Factors are no different.
  • We have looked at the impact of changing valuations on factor returns and believe that because many factor strategies are popular today they have become expensive and are poised for disappointing returns.
  • Performance chasing creates a gap between dollar and time weighted returns.
  • Contrarian rebalancing is a way to outperform by taking the other side of underperforming performance chasers’ trades.


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.