Equity Downside Risk Management: When and How?
CFA Society Virginia presents Ken Frier, CFA, Partner with SECOR Asset Management, Consultant and Asset Manager
Topic: Equity Downside Risk Management: When and How?
Thursday, October 24th, 12 Noon
Lunch Meeting
Westin Hotel, Richmond
Shenandoah Ballroom
With global economic growth continuing to decline, equity downside risk management is increasingly of interest to investors. They are wondering if the long-feared equity bear market is close, and if so what risk mitigation strategies are best. At this session, Ken Frier will identify which information is most important to monitor, and how this information may be combined into an effective framework for determining when equity downside risk is at its highest. He will also review the mainstream equity downside protection strategies offered by asset management firms and investment banks, offering their thoughts about which he would favor and which to avoid in this environment.
Ken Frier, CFA, is a Partner with SECOR Asset Management, a consultant and asset manager. He has over 30 years of experience as an institutional investor, having been Chief Investment Officer of The Walt Disney Company, Hewlett-Packard Company, Stanford Management Company and the UAW Retiree Medical Benefits Trust. Ken graduated with honors in Mathematical Science from the University of North Carolina, Chapel Hill and has an MBA from the Stanford Graduate School of Business, where he was an Arjay Miller scholar.
Seating is limited to the first 80 guests. If you register and later realize you will be unable to attend, please let us know as soon as possible so that someone else can take your spot. Please register by 5pm, October 18th to be sure your seat is saved.
The CFA Society Virginia pays for speaker lunches on a per person basis based on the number of RSVPs received. If a member RSVPs that they will be attending and does not attend, CFA Society must still pay for that lunch. In many instances, this adds up to hundreds of dollars per event. Please be sure to cancel your reservation as soon as possible if you later realize you will be unable to attend.