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Title

Equity Investing: Some Selected Topics (Zurich)

Event Description

The value of stock picking is being questioned as never before.  The press regularly takes active money managers to task, with statements such as "almost every actively managed equity fund in Europe investing in global emerging and U.S. markets has failed to beat its benchmark over the past decade" (Financial Times, March 2016). 

Investors who have not entirely abandoned active money managers have recently been favouring more concentrated approaches.  These investors are intrigued by academic research that claims that mutual funds with higher active share tend to have better future performance.

This presentation will focus on three issues:

  • What investors should expect from active managers going forward

  • Whether investing in funds with high active share makes sense

  • Whether it is still possible to find attractive stocks in developed and emerging markets

Event Type

Society; Educational

Education Topic

 

Start Time

11/12/2017 12:15

End Time

11/12/2017 13:45

City

Zurich

State/Province

 

Event Country

Switzerland

Event Region

EMEA

Location Info

Saxo Brank - Trading Lounge
Ground Floor
Beethovenstrasse 33
8002 Zurich

Speaker

Speaker: Dr. Josef Lakonishok is a Founding Partner, CEO and CIO of LSV Asset Management with more than 40 years of investment and research experience. Dr. Lakonishok is one of the most well-published finance scholars in the world covering a wide array of topics such as analyst forecasts, execution cost measurement, performance evaluation, momentum strategies, fundamental valuation, seasonalities in stock returns, and share repurchases. Dr. Lakonishok is a pioneer in the academic field of behavioral finance, and he has applied these ideas to build a money management firm that currently has over $100 billion in AUM. Dr. Lakonishok received a B.A. in Economics and Statistics from Tel Aviv University in 1970 and an M.B.A. from that university in 1972.  He earned an M.S. in Business Administration in 1974 and a Ph.D. in Business Administration from Cornell University in 1976. Dr. Lakonishok served as the William G. Karnes Professor of Finance at the College of Commerce & Business Administration at the University of Illinois at Urbana-Champaign before stepping down in 2004.  Before that, he held professorships at Tel Aviv University, Cornell University, the University of North Carolina, and the University of British Columbia.​

CE Credits

1

SER Credit

0

Currency

CHF

Member Price

15.00

Non-Member Price

45.00

Candidate Price

45.00

Registration

Event Category

CE Event

All Day Event

 

Recurrence

 

Attachments

Equity Investing Presentation 2017.pdf    
Content Type: MyCFA Calendar
Created at 27/10/2017 14:15 by michelle.knecht@cfaswitzerland.org
Last modified at 12/12/2017 09:16 by michelle.knecht@cfaswitzerland.org