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Title

A Day in the Life - Director of Research

Event Description

​A Day in the Life Series presents...
Director of Research​

November 16 | 11:30AM | Minneapolis

​Featuring:

Josh Howard, CFA
RBC

Scott Opsal, CFA
The Leuthold Group


Learn about this area of the investment industry first-hand from local charterholders! Lunch is included with registration.

Agenda:
11:30 am Lunch and Networking
12 pm Speaker Presentation/Q & A
1 pm Event Concludes​


Speaker Biographies:

Josh Howard 2016.jpg

Josh Howard is the Director of Investment Risk at RBC Global Asset Management, Inc. At RBC GAM he manages a team that is responsible for risk analysis and performance measurement for all equity and fixed income funds managed by the firm. Prior to joining RBC in 2015, he worked as the Director of Research at Advanced Capital Group in Minneapolis, as a Portfolio Manager at Quantitative Advantage in Minnetonka, MN, and as a Portfolio Manager at Kenwood Capital Management in Minneapolis. Josh has been instructor for the CFA Level I, II and III live classes in Minneapolis sponsored by CFA Society Minnesota, and served as Vice President from 2013-2015, President from 2015-2017 and is currently the Immediate Past President. Josh holds a Bachelor of Arts degree in Economics and Math from Northwestern University, a Master of Education in Math from Harvard University, and an MBA from the Carlson School of Management, and is a CFA® Charterholder.

 Scott Opsal.jpg

Scott Opsal is Director of Equities for Leuthold Weeden Capital Management.  In this role, Scott oversees all processes and procedures relating to construction and implementation of the firm's domestic and global equities strategies, both as standalone products and as components of the firm's tactical allocation portfolios. Scott is a member of the firm's Asset Allocation Committee, led by Doug Ramsey, Chief Investment Officer.  

Scott is also Director of Research for The Leuthold Group, LLC. His responsibilities include conducting in-depth research projects and exploring fundamental and quantitative studies that support the firm's portfolio and strategy recommendations. He also coordinates idea flow among the firm's research team, and is a regular contributor to The Leuthold Group's institutional research publications.

Scott brings over thirty years of professional investment experience to the Leuthold team. As Chief Investment Officer of Invista Capital Management, and as Head of Equities at Members Capital Advisors, he was involved in all aspects of firm management; establishing policies on risk management, asset allocation, quantitative techniques, style-based investing, and taxable investing. He designed and implemented institutional-grade research and portfolio management processes to provide a rigorous, consistent framework for decision making and the analytical tools that drive strategy for multi-asset portfolios. 

Scott's past corporate-level activities included serving on management and investment policy committees, staff recruiting and hiring, representing the equity group at fund board meetings, marketing and support to wholesalers and financial representatives, and selecting outside sub-advisors.

In his experience as a portfolio manager, Scott introduced new tools including factor analysis, valuation models, quantitative ranking and comparison tools, target price and position weighting analysis, risk management, and performance attribution. He established relationships with top pension consulting firms and competed in institutional finals searches, bringing in new third party assets from a national base. Scott's portfolio management assignments included international equity, domestic equity, taxable investing and convertible securities. He was twice named as one of Barron's Top 100 Mutual Fund Managers. 

Just prior to joining the Leuthold team, Scott fulfilled a lifelong career goal by serving as Director of the Applied Investments Program and teaching Security Analysis and other finance classes at the University of Wisconsin ̶ Whitewater.

Scott received his B.S.B.A. from Drake University in 1982 and an MBA from the University of Minnesota in 1983. He earned his CFA designation in 1986 and recently served on the CFA Society Madison Board of Directors.​

Event Type

Society; Career; Social/Networking; Educational

Education Topic

 

Start Time

11/16/2018 11:30 AM

End Time

11/16/2018 1:00 PM

City

Minneapolis

State/Province

Minnesota

Event Country

United States

Event Region

Americas

Location Info

​TCF Tower
121 S. 8th Street
Skyway Level, Suite 200
Minneapolis, MN 55402

Speaker

Josh Howard, CFA, Scott Opsal, CFA

CE Credits

1

SER Credit

0.00

Currency

USD

Member Price

10.00

Non-Member Price

15.00

Candidate Price

5.00

Registration

Presentation

 

All Day Event

 

Recurrence

 

Attachments

Content Type: MyCFA Calendar
Created at 9/19/2018 7:19 AM by assistant@cfamn.org[CASMSTS:username]
Last modified at 10/12/2018 8:14 AM by events@cfamn.org