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Event Detail

Distinguished Speaker Series: Brian Singer, CFA (Ended)

Date, Time, and Location:
Wednesday, July 19, 2017 (add this event to your Outlook Calendar)
11:30 am - 1:00 pm
Location: The Standard Club, 320 S. Plymouth Court, Chicago, IL  60604   (Driving Directions)

Riding the Waves: Dynamic Asset Allocation and the Evolution of Top-Down Investing

  • Over time, the distinction between top-down and bottom up investing has blurred; like viewing the ocean’s surface, investors increasingly comprehend that many things transpiring below the surface are wrought by the ebbs and flows of tides and waves. Asset allocation in its many forms is the discipline of exploiting evidence discernable at the ocean’s surface.
  • Asset allocation is just one segment of a growing top-down universe geared to systematic risk allocation that is more granular than in the past and encompasses systematic investment processes that seek to exploit compensated risks and behaviors
  • The growth of “Liquid Alts” (risk parity, smart beta, risk premia and currency strategies) and the “Holy Grail” of risk management—creating “antifragile” portfolios
  • Implementing Dynamic Asset Allocation (DAA) strategies today and navigating the waves that jostle and can potentially capsize your portfolio boat
  • Fee:
    Members - $45 or FREE with function ticket
    Student Members - $20
    Non-Members - $65
    Reserved VIP table - $360 (8 guests, company name on table, contact office directly) (member pricing underwritten by CFA Society Chicago)

    CFA Institute Qualified Activity: Eligible for 1 credit hour

    Attire: Business Casual

    Menu: Chef's Choice (vegetarian meal and iced tea available upon request)

    Registration: Register Online

    11:30 am - 12:00 pm - Registration & Networking
    12:00 pm - 1:00 pm - Program

    Hosted by: Distinguished Speaker Series Advisory Group

    Brian Singer Brian Singer, CFA, is the head of the Dynamic Allocation Strategies team, on which he also serves as a portfolio manager. In this role, Singer shares with Thomas Clarke ultimate responsibility for strategy setting and portfolio construction across all DAS portfolios. Before joining William Blair in 2011, Singer was the head of investment strategies at Singer Partners, LLC. Before that, he was the head of Global Investment Solutions and the Americas chief investment officer for UBS Global Asset Management, where he was a member of the UBS Group managing board and global asset management executive committee. Singer is extensively involved with the CFA Institute and is a member of CFA Society Chicago and the CFA Institute Research Foundation Board of Regents. In 2015, he received CFA Institute's Distinguished Service Award, which recognizes CFA members who have made a significant contribution to the CFA Institute through their leadership, exceptional stewardship, and outstanding service. He formerly served as a board member and chair of the CFA Institute board of governors. Singer has written extensively on global portfolio, currency, and performance issues and co-wrote the seminal Determinants of Portfolio Performance II: An Update with Gary Brinson, CFA, and Gilbert Beebower. In 2009 he was the lead author of Investment Leadership and Portfolio Management, Wiley Publishing. In 2015, he was inducted into the Performance and Risk Management Hall of Fame by The Spaulding Group. Singer serves on the endowment investment committee for Exeter College at Oxford University; he is chairman of the "Free to Choose Network," which is inspired by the ideas of economist Milton Friedman; and he serves as a member of the Rehabilitation Institute of Chicago Foundation's board.

    *Special Notes Regarding Fees:
    Regular, Candidate, and Affiliate Members may apply function tickets as payment for Non-member or Student Member. Credit card required to guarantee ALL reservations except for reservations using Function Tickets. Day-of-event registrations accepted on-site only if applicable and space available. There is a $5 surcharge for walk-ins. Visa, MasterCard, American Express, Discover and Diners Club are accepted. Cancellations accepted until 5:00 pm, July 13th.

    Passport Program
    Members of any CFA society may attend at the CFA Society Chicago member rate. If you are only a member of CFA Institute, you do not qualify for the society member rate.

    CFA Institute CE Qualified Activity
    This program qualifies for credit under the guidelines for the CFA Institute Professional Development Program.

    Content shared during CFA Society Chicago programs is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction. By registering for and attending this event, you acknowledge that any photographs that may be taken are the property of CFA Society Chicago and give your consent to their use in CFA Society Chicago's online and print business communications and marketing.