Luncheon: Where can Indexes – and Factors – Fall Short?

Please join us for an engaging conversation with Phil McInnis, Chief Investment Strategist at Avantis Investors. Attendees will get an in-depth look at the data behind various indexes to better understand the tracking error between indexes targeting the same asset class, as well as the overlap between indexes targeting different asset classes. You should have a better understanding of the similarities/differences of popular indexes by the end of the presentation.

This talk also explores the evolutions in academic research around targeting higher expected returns, and how investors might implement those approaches for their clients.

Registration is REQUIRED and FREE

Eligible for 1 CE Credit

We look forward to seeing you there!

Duquesne Club

* Welcome/Networking - 11:30 a.m.

* Lunch/Presentation - 12:00 p.m.

REGISTER HERE!

https://lnkd.in/gE77HRfY

Presenter Bio

Phil McInnis

Chief Investment Strategist

Phil is chief investment strategist at Avantis Investors®. In this role, Phil oversees all marketing content development surrounding Avantis' investment approach and meets regularly with advisors and institutions to discuss various investment topics and explain Avantis' investment capabilities.

Prior to Avantis Investors' establishment in 2019, Phil was a vice president and head of portfolio solutions at Dimensional Fund Advisors in Austin, TX, where he oversaw a team charged with developing content to explain Dimensional's investment approach and helping clients on topics related to asset allocation, manager evaluation, and risk budgeting. Prior to Dimensional, Phil was an Investment Consultant at Towers Watson (now Willis Towers Watson), working predominately with corporate and public defined benefit and defined contribution pension plans.

Phil earned a bachelor of business administration in finance from the Goizueta Business School at Emory University. He holds Series 7, 24 and 66 licenses.