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Title

Roundtable Lunch with LSV, Growth Rates, Multiples, and Prospective Returns: A framework for Asset Allocation

Event Description

Join CFA Society Cleveland and LSV Asset Management for lunch on the Westside at Wild Mango at Crocker Park. We will also be holding breakfast on the eastside at the Marriott. LSV will be presenting a roundtable discussion on Growth Rates, Multiples, and Prospective Returns: A framework for Asset Allocation

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.  


Event Type

Career; Featured

Education Topic

 

Start Time

9/22/2022 12:00 PM

End Time

9/22/2022 1:30 PM

City

Westlake

State/Province

Ohio

Event Country

USA

Event Region

Americas

Location Info

​Wild Mango
139 Crocker Park
Westlake, Ohio 44145

Speaker

Guy Lakonishok, CFA

CE Credits

Yes

SER Credit

No

Currency

$

Member Price

$0

Non-Member Price

$40

Candidate Price

$25

Registration

All Day Event

 

Recurrence

 

Image

 

Recording

 

End

9/22/2022 1:30 PM

Event Link

Roundtable Lunch with LSV, Growth Rates, Multiples, and Prospective Returns: A framework for Asset Allocation

Event Link Leads To New Tab

Yes

Event Short Info

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.

Attachments

Content Type: MyCFA Calendar
Created at 8/31/2022 6:13 AM by [email protected]
Last modified at 9/3/2022 10:24 AM by [email protected]