Join CFA Society Cleveland and LSV Asset Management for breakfast on the eastside at the Marriott, we will also be holding lunch on the Westside at Wild Mango at Crocker Park. LSV will be presenting in a roundtable discussion on Growth Rates, Multiples, and Prospective Returns: A framework for Asset Allocation
Breakfast will open at 7:30am and the presentation will start promptly at 8am.
Breakfast and lunch brought to you by LSV Asset Management
Join Guy Lakonishok, partner and portfolio manager at LSV Asset Management, for a discussion on growth rates, valuation multiples, and their impact on prospective returns. Our research looks at real data for companies, not just what analysts tell you to expect. We explore the persistence and predictability of growth rates, market valuations of value vs growth stocks relative to history, and expectations for multiple expansion or contraction. Lastly, we provide a tangible framework for decomposing returns, that you can use in your own analysis (using your own assumptions) when forecasting stock returns.
Guy Lakonishok, CFA, is a Partner and Portfolio Manager at LSV. Mr. Lakonishok has more than 20 years of investment experience. At LSV, Mr. Lakonishok is part of our investment team, which is responsible for the day-to-day data management, portfolio implementation and ongoing enhancement of our model and systems. Prior to joining LSV, Mr. Lakonishok was a Vice President in the Quantitative Equity group at BlackRock. His responsibilities included research, portfolio implementation, system development and performance attribution. Prior to this experience, Mr. Lakonishok was an analyst in the Quantitative Equity group at Weiss, Peck, and Greer, where he was responsible for developing portfolio analytics and assisting in the day-to-day management of the portfolios.
Mr. Lakonishok received a B.S. in Applied Science with a Major in Electrical Engineering from Washington University in St. Louis in 2000. Mr. Lakonishok also received an M.B.A from the University of Chicago - Booth School of Business in 2009, graduating with honors with a dual- concentration in Analytical Finance and Accounting.
