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Event Detail

Distinguished Speaker Series: Joel Greenblatt (Webcast) (Ended)


Active vs. Passive: Getting the Best of Both

Date, Time, and Location:
Wednesday, December 05, 2018 (add this event to your Outlook Calendar)
12:00 pm - 1:00 pm
Webcast,   (Driving Directions)

Program Description:
The shift to passive management is a powerful trend dominating the investment industry. The liquidity, lack of tracking error, and low costs associated with passive investing are clearly attractive.  However, active management is the only way to truly outperform the market as a whole over time. Gotham Asset Management founder and co-CIO Joel Greenblatt will share his thoughts on the debate and provide insights on ways to navigate the changing landscape.

Fee:
Members - FREE 
Student Members - FREE
Non-Members - FREE
(member pricing underwritten by CFA Society Chicago)

CFA Institute Qualified Activity: Eligible for 1 credit hour

Registration: Online

Agenda:
11:50 am - 12:00 pm: Test Link
12:00 pm - 1:00 pm: Live Webcast

*Please note webcast of presentation slides is at the discretion of the speaker and may not be available for this event. Registering for the luncheon does not automatically register you for the webcast.

Hosted by: Distinguished Speaker Series Advisory Group

Speaker Bio:

Joel Greenblatt serves as managing principal and co-chief investment officer of Gotham Asset Management, the successor to Gotham Capital, an investment firm he founded in 1985. Since 1996, he has been a professor on the adjunct faculty of Columbia Business School where he teaches "Value and Special Situation Investing." Greenblatt is a director of Pzena Investment Management, Inc., a global investment management firm. He formerly served on the Investment Boards of the University of Pennsylvania and the UJA Federation. Greenblatt is the author of You Can Be A Stock Market Genius (Simon & Schuster, 1997), The Little Book that Beats the Market (Wiley, 2005), The Little Book that Still Beats the Market (Wiley, 2010), and The Big Secret for the Small Investor (Random House, 2011).

Greenblatt is the former chairman of the board (1994-1995) of Alliant Techsystems, a NYSE-listed aerospace and defense contractor. He holds a BS (1979), summa cum laude, and an MBA (1980) from the Wharton School of the University of Pennsylvania.

 

*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 not required for the webcast.

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.