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Event Detail

Distinguished Speakers Series: Rob Arnott, Chairman & CEO, Research Affiliates (Ended)


Conventional Wisdom and Pseudo-Science: Are we Blinded by Theory?

Date, Time, and Location:
Thursday, June 19, 2014 (add this event to your Outlook Calendar)
12:00 - 1:00 pm
Metropolitan Club, Willis Tower, 233 S. Wacker Drive, 66th Floor Chicago, IL  60606   (Driving Directions)

Program Description:
Conventional Wisdom and Pseudo-Science: Are we Blinded by Theory?

Fee:
Members - $55 $45 or FREE with function ticket
Student-Members - $55 $10
Non-Members - $55
Reserved VIP table - $360 (8 guests, company name on table, contact office directly)
(member pricing underwritten by CFA Chicago)

CFA Institute Qualified Activity: Eligible for 1 credit hour

Attire: Business Casual

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

Registration: Register Online

Agenda:
11:30 am - 12:00 pm: Registration & Networking
12:00 pm - 1:00 pm: Luncheon Presentation

Hosted by: Distinguished Speaker Series Advisory Group

Rob Arnott Rob Arnott, Chairman & Chief Executive Officer, Research Affiliates
Over his 30-year career, Robert Arnott has endeavored to bridge the worlds of academic theorists and financial markets. His success in doing so has resulted in a reputation as one of the world's most provocative practitioners and respected financial analysts. Arnott has pioneered several unconventional portfolio strategies that are now widely applied, including tactical asset allocation, global tactical asset allocation, tax-advantaged equity management, and the Fundamental Index® approach to indexation. In 2002, he established Research Affiliates as a research-intensive asset management firm that focuses on innovative products. The firm explores novel approaches to active asset allocation, optimal portfolio construction, more efficient forms of indexation and other quantitative strategies. Research Affiliates delivers investment solutions globally in partnership with leading financial institutions. Arnott has been a frequent contributor to leading financial journals and books. He has published more than 100 articles in journals such as the Journal of Portfolio Management, the Harvard Business Review, and the Financial Analysts Journal, where he also served as editor in chief from 2002 through 2006. In recognition of his achievements as a financial writer, Arnott has received five Graham and Dodd Scrolls, awarded annually by CFA Institute for best articles of the year. He also has received two Bernstein-Fabozzi/Jacobs-Levy awards from the Journal of Portfolio Management. An intrepid entrepreneur, Arnott managed two asset management firms before founding Research Affiliates. As chairman of First Quadrant, LP, he built up the former internal money manager for Crum & Forster into a highly regarded quantitative asset management firm. He also was global equity strategist at Salomon Brothers (now part of Citigroup), the founding president and CEO of TSA Capital Management (now part of Analytic Investors, LLC), and a vice president at The Boston Company. Rob Arnott graduated summa cum laude from the University of California, Santa Barbara in 1977 in economics, applied mathematics, and computer science. He is co-author of The Fundamental Index: A Better Way to Invest (Wiley 2008).

*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, June 16.

Passport Program
Members of any CFA society may attend at the CFA 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.