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Dr. Burton Malkiel and Kevin T. Carter


Dr. Burton Malkiel, American economist and writer, author of A Random Walk Down Wall Street and Kevin T. Carter, Founder and CEO of EMQQ

Start Time

2/28/2018 5:00 PM

End Time

2/28/2018 8:00 PM

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Location Info

​​Boca Country Club
17751 Boca Club Blvd
Boca Raton, FL 33487​​​

Event Description

Join us to listen to Dr. Burton Malkiel and Kevin T. Carter address themes in emerging market investing and index fund investing.


Reception: 5 PM
Dinner: 6 PM
Presentation: 6:10 PM with Q&A

 Dr. Malkiel 


Burton Gordon Malkiel is an American economist and writer, most famous for his classic finance book A Random Walk Down Wall Street (now in its 12th edition, 2015). He is a leading proponent of the efficient-market hypothesis, which contends that prices of publicly traded assets reflect all publicly available information, although he has also pointed out that some markets are evidently inefficient, exhibiting signs of non-random walk.

Malkiel in general supports buying and holding index funds as the most effective portfolio-management strategy, but does think it is viable to actively manage “around the edges” of such a portfolio, as financial markets are not totally efficient.

Malkiel is the Chemical Bank chairman’s professor of economics at Princenton University, and is a two-time chairman of the economics department there. He served as a member of the Council of Economic Adviser (1975–1977), president of the American Finance Association (1978), and dean of the Yale Scholl of Management (1981–1988). He also spent 28 years as a director of The Vanguard Group. He currently serves as Chief Investment Officer to software-based financial advisor, Wealthfront Inc and as a member of the Investment Advisory Board for Rebalance IRA.

In 1949, Malkiel graduated from Boston Latin School, and went on to receive his bachelor’s degree (1953) and his MBA (1955) from Harvard University. He originally went into the business world, but had always had an interest in academic economics and eventually earned his doctorate (1964) from Princeton University.

Mr. Carter is the Founder of EMQQ the Emerging Markets Internet & Ecommerce ETF (NYSE: EMQQ) and Chairman of the EMQQ Index Committee. Prior to EMQQ Mr. Carter was the Founder & CEO of AlphaShares, an investment firm offering five Emerging Markets ETFs in partnership with Guggenheim Investments. Previously Mr. Carter was the Founder & CEO of Active Index Advisors acquired by Natixis in 2005 and the Founder & CEO of eInvesting acquired by ETRADE in 2000. Mr. Carter received a degree in Economics from the University of Arizona and began his career in 1992 with Robertson Stephens & Company.

Event Type

Society; Educational

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Event Terms

On-site registrations are accepted on an exception basis and are payable with credit card only. To cancel, please email to  with your name, email address and CFA Society South Florida member ID (same as CFA Institute ID for regular and affiliate members)  if applicable. 

Advance registrations that fail to attend or that fail to cancel prior to 48 hours before the event will be billed at the non-member walk-in rate quoted for the event. If the event is subsidized for both members and non-members, late cancellations and no-shows may be billed at the actual cost per attendee. Cancellations for a full refund must be made at least 48 hours before an event. Registrations cancelled within the last 48 hours prior to an event are not eligible for a refund.

Please email ​regarding dietary requirements.

Location Name

Boca Country Club

All Day Event





2/28/2018 8:00 PM



Event Manager Email

Location Address

17751 Boca Club Blvd

Location City

Boca Raton, FL 33487

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Event Short Info

Approval Status Approved


Content Type: MyCFA Calendar
Created at 1/5/2018 7:29 AM by 38
Last modified at 5/27/2019 10:02 AM by 38