Technology has revolutionized the investment management industry. The rise of outsourcing, smart beta, passive investment management, lower trading costs, all can be sourced to technological empowerment. This presentation will discuss these and other results of the continued quantification of the investment management industry including:
- The Rise of Powerhouse Sponsors
- Why Consultants Have Become Money Managers
- Active Management vs Smart Beta & Passive Management: Who Wins?
- The Future of the Business and Consequences for All Of Us!
Speaker: Harry Marmer
Harry S. Marmer, BBA, MBA, CFA, Partner. Prior to joining Hillsdale in 2008, Mr. Marmer led the Canadian institutional business of Franklin Templeton Investments and before that the institutional business at Russell Investment Group. He was also a principal and co-leader of Mercer's Canadian Investment Consulting Practice. Before this he was a Senior Investment Analyst at Sun Life Canada. Mr. Marmer is a frequent conference speaker and has authored more than 48 articles and a book entitled, "Perspectives in Investment Management." Currently, he continues to volunteer for the CFA Institute and is a member of the Investment Committee of the Canadian Friends of Hebrew University. Mr Marmer has served on a number of industry boards and was past president of the Toronto CFA Society. He was awarded the Toronto CFA Society’s Research Award and received the Society’s Volunteer of Distinction Award
Date: March 21, 2018
Time: 12:00pm – 1:30pm
Location: Rideau Club, 99 Bank Street, 15th floor
Time: 11:45 Registration
12:00 Lunch starts
Registration: Registration deadline is March 15, 2018. Advance registration is required.
Busines dress (suit and tie) is mandatory.