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Title

[Webcast] Active and Passive Interplay and Outlook

Event Description

Active Passive Option 1 - For Old Website.png

​Active and Passive Interplay and Outlook
Thursday, May 6 | 2:00 - 3:00 PM ET

A basic premise of active management is that with enough skill, it’s possible to outperform the market consistently. Historical data, however, do not support this view, and the index fund industry has grown and prospered as a result. This program will discuss some of the reasons why active management has been historically difficult and offer perspective on recent performance trends. Even investors who would never think of buying an index fund can still profit by understanding index dynamics.

Join CFAW and S&P Dow Jones Indices’ Craig Lazzara for a deep dive into the history of the active-passive debate, the scorecard for 2020, and what index analysis can teach us about active management.

Learning Objectives:

  • Understand the history of the active vs. passive debate and how performance played out during a volatile 2020.
  • Explore how factors like professionalization, cost and return skewness influence active vs. passive performance.
  • Understand the role style bias can play in explaining active and passive performance. 
  • Who Should Attend?
  • Institutional investors, financial advisors, and anyone directly involved in the investment decision-making process.
Speaker:

Craig Larazza CFA.png
Managing Director and Global Head of Index Investment Strategy,
S&P Dow Jones Indices

Craig Lazzara is Managing Director and Global Head of Index Investment Strategy for S&P Dow Jones Indices (S&P DJI). The index investment strategy team provides research and commentary across the S&P DJI product set, with particular focus on the active-passive debate, factor indices, and index dynamics. Craig previously served as product manager for S&P DJI’s U.S. equity and real estate indices. These include the S&P 500® and the S&P CoreLogic Case-Shiller Home Price Indices, two of the most widely tracked benchmarks in the world.
 
Prior to joining S&P Indices in 2009, Craig was a managing director of Abacus Analytics, a quantitative consulting firm serving the brokerage and investment management communities. He previously directed marketing and client service for ETF Advisors and Salomon Smith Barney’s Global Equity Index Group, as well as for the Equity Portfolio Analysis group at Salomon Brothers. Earlier, Craig served as chief investment officer of Centurion Capital Management and Vantage Global Advisors, as a managing director of TSA Capital Management, and as a vice president and portfolio manager for Mellon Bank and T. Rowe Price Associates.
 
A Chartered Financial Analyst, Craig is a graduate of Princeton University and Harvard Business School.
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This event is presented in partnership with S&P Global  

Qualifications: I hr Professional Learning | CFA Institute Competency Framework Skill = Portfolio Construction + Investment Strategy and Process + Instruments and Products 

Event Type

Educational

Education Topic

 

Start Time

5/6/2021 2:00 PM

End Time

5/6/2021 3:00 PM

City

Virtual

State/Province

 

Event Country

 

Event Region

Americas

Location Info

 

Speaker

 

CE Credits

1.00

SER Credit

0.00

Currency

USD

Member Price

0.00

Non-Member Price

25.00

Candidate Price

25.00

Registration

Registration is closed.
Discounts/Refund Policy
Group Discount:
Organizations are eligible for a 10% discount when registering three or more people for an event. You may register multiple people, by selecting the Add Person button, after registering the first attendee. All registrations must be processed at the same as the 10% discount will automatically be applied at checkout.

Cancellations and Refund Requests
  • Cancelations must be made in writing and emailed to events@cfawashington.org on or before 5 business days prior to the event
  • No refunds will be processed after 5 pm ET, 5 business days prior to the event.
  • A $25 administrative fee will be applied to all cancellations.
  • Refunds will not be issued for no shows

All Day Event

 

Recurrence

 

Location

 

Cost

 

Description

 

Begin

5/6/2021 2:00 PM

Attachments

Content Type: MyCFA Calendar
Version: 9.0
Created at 3/10/2021 11:07 AM by serena.roche@gmail.com[CASMSTS:username]
Last modified at 5/5/2021 12:05 PM by serena.roche@gmail.com[CASMSTS:username]