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May Breakfast (Tulsa)

Start Time

5/25/2017 7:30 AM

End Time

5/25/2017 9:00 AM

All Day Event




Event Description

Topic:  Manager selection is a critical step in implementing any investment program. Investors hire portfolio managers to act as their agents, and portfolio managers are then expected to perform to the best of their abilities and in the investors’ best interests. Investors must practice due diligence when selecting portfolio managers. They need to not only identify skillful managers, but also determine the appropriate weights to assign to those managers. Dr. Stewart’s CFA Institute Research Foundation Monograph “Manager Selection” is designed to help investors improve their ability to select managers. Achieving this goal includes reviewing techniques for hiring active, indexed, and alternative managers; highlighting strategies for setting portfolio manager weights and monitoring current managers; and considering the value of quantitative and qualitative methods for successful manager selection.  Dr. Stewart’s book covers such topics as:  Identifying Skilled Active Managers, Index Fund Investing, Asset Allocation Policy & Its Implications for Manager Selection, Setting Weights for Active & Index Managers, & Research Findings on Manager Selection.

Speaker:  Dr. Scott Stewart, CFA, Clinical ​Professor of Finance & Accounting Cornell University.

Speaker Bio:  Scott D. Stewart is a Clinical Professor of Finance and Accounting at the Samuel Curtis Johnson Graduate School of Management, Cornell University in Ithaca, New York. He is also a designated manager for the Cayuga Fund, LLC. He holds a Ph.D. in finance from Cornell University and an MBA in finance from the Samuel Curtis Johnson Graduate School of Management.

His research interests include portfolio management techniques, the behavior of institutional investors, equity valuation, the use of technology in finance, and management education. He has published articles in the Financial Analysts Journal, the Journal of Portfolio Management and the Financial Review, and has served as an ad hoc reviewer for each of these publications. He is associate editor of the Journal of Risk Finance, coauthor of Running Money: Professional Portfolio Management (McGraw-Hill, 2011) and author of Manager Selection (CFA Research Foundation, 2013). Professor Stewart received a Financial Analysts Journal Graham and Dodd Scroll Award (2010) and two first place research paper awards from the Financial Education Association (2013 and 2010).

Professor Stewart holds a CFA Charter and is Vice Chair of the Boston Security Analyst Society's board of directors. Between 1985 and 2001 he pursued a career in portfolio management that included fixed-income, asset allocation and global long and short equity investment strategies in mutual fund, separate account, and commingled pool formats. His experience includes 14 years at Fidelity Investments, where he was founder and equity group leader of the $45 billion Structured Investments Group. He managed the Fidelity Fifty Fund and Fidelity Select Equity Portfolios and co-managed the Fidelity Freedom Funds, earning recognition for superior investment performance from Micropal, the Wall Street Journal, and Barron’s. Professor Stewart was senior adviser to equity research at Fidelity and a portfolio manager at State Street Bank Asset Management Division (now State Street Global Advisors), where he managed fixed-income assets, tactical asset allocation portfolios and derivative strategies.

Before joining Cornell University Professor Stewart taught at Boston University's School of Management where he was faculty director of their graduate program in investment management.

Event Type


Education Topic

Leadership, Management, and Communication Skills





Event Country


Event Region


Location Info

​Double Tree Warren Place

Aspen Room
6110 South Yale Avenue
Tulsa, OK 74136


Dr. Scott Stewart, CFA

CE Credits


SER Credit




Member Price


Non-Member Price


Candidate Price





Hosted by

Oklahoma Society

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Content Type: MyCFA Calendar
Created at 4/6/2017 8:08 AM by[CASMSTS:username]
Last modified at 5/24/2017 8:26 AM by[CASMSTS:username]