Introducing the Next-Generation of Free-Cash Flow Investing

When:  Dec 11, 2024 from 12:00 PM to 01:00 PM (ET)
Associated with  CFA Society Virginia

Introducing the Next-Generation of Free-Cash Flow Investing

Please join us for a Speaker Luncheon as CFA Society Virginia presents Scott Kefer, CFA, Senior Portfolio Manager - Victory Capital Solutions

Topics covered will include:

  • What is Free Cash Flow Investing, and why some consider FCF Yield to be a more consistent, reliable valuation metric
  • A deep dive on how FCF compares to more traditional Value vs Growth investment styles
  • An investment solution to help address the current Market Concentration (MAG 7 risk issues) within US Large Caps

Scott Kefer, CFA, is a Senior Portfolio Manager for VictoryShares and Solutions and utilizes his more than 31 years of active management expertise to focus on the continued growth of the firm’s rules-based and custom investment solutions. He supports the firm’s sales efforts by providing strategic insights and education to professional investors and clients. In addition to his role with VictoryShares, Mr. Kefer is a Senior Portfolio Manager for NewBridge Asset Management, a Victory Capital investment franchise, and a member of the NewBridge Large Cap Growth portfolio management team.

He joined Victory Capital in 1999 with six years of prior investment experience. Previously, he held a similar position in the Campbell, Cowperthwait division of U.S Trust Company.

Mr. Kefer holds a Bachelor of Science in business management from Skidmore College and is a CFA® charterholder.

Location

Omni Richmond - Magnolia Room
100 S 12th St
Richmond, VA 23219