Upcoming Events


  • Thursday
    10
    September

    Breaking the Constraints of Traditional Indexing

    Thu, Sep 10, 12:00 PM - 02:00 PM (ET)
    Columbus, OH, United States

  • Wednesday
    23
    September

    Capturing the next $10 trillion: A Value-Chain Framework for Active Equity Investing Through Paradig

    Wed, Sep 23, 12:00 PM - 02:00 PM (ET)
    As indices become increasingly concentrated, even “passive” allocations embed consequential assumptions about where future economic value will accrue. Drawing on an investment process developed by a former fundamental equity team of an Ohio pension, this presentation examines how value-chain analyses can identify public companies positioned to create shareholder value amid an unlimited intelligence arms-race, rising capital intensity, and shifting market structure. Presentation by Michael Parker, CFA - Partner, Chief Investment Officer and Kurt Grove, CFA - Partner, Portfolio Manager with SWS Partners
    Columbus, OH, United States