Join us for a luncheon at The Briar Club.
Topic:
"Indexing is Active"
Investors have increasingly adopted indexing as part of their mix of investments due in part to the low relative fees and the fact that traditional active managers have had a hard time consistently beating indices over time. Upon a deeper look, indices make many active decisions but do so within a rigid set of rules. This presentation evaluates many of these decisions, examines the total costs associated with a rigid process, and proposes a thoughtful and time-tested alternative.
Speaker:
Rob Harvey, CFA
Vice President and Sr. Investment Strategist
Dimensional Fund Advisors
Rob Harvey, an Austin-based Senior Investment Strategist and Vice President, serves as a subject matter expert for Dimensional’s equity portfolios and performance. He joined Dimensional in 2016 as an Associate Portfolio Manager and has managed international, emerging markets, and domestic equity portfolios. Rob also worked in the firm’s London office, managing international and global equity strategies within the Portfolio Management team.
Prior to joining Dimensional, Rob worked in the treasury department of Cisco Systems, trading foreign exchange, managing fixed income portfolios, and conducting the company’s share repurchase program.
Rob earned his MBA from the Haas School of Business at the University of California, Berkeley. He received a bachelor of science in finance and international business and a bachelor of arts in German from Villanova University and is a CFA® charterholder.
Garage parking and valet parking is available for all CFA Houston members and guests.
Remember, you must cancel 24 hours before the event to avoid a no show fee. Reach out to Karina@amc-texas.com.
Register by clicking on MORE INFORMATION and following the prompts!!!