Decades old Debate Put to Rest, Active vs. Passive
Active versus passive investing has been long debated in the investment industry. What started in the 1960s as a theory on attributing a manager's performance to beta and alpha, became a reality with the inception and democratization of the index fund in 1975.
Since then, a debate has raged for decades about the viability of "passive" investing and its place in a prudent, diversified portfolio. Although many prognosticators would agree that some combination of indexing (or at least the concepts that make it possible) and active is appropriate, there is still a diffuse set of opinions on the subject.
On Thursday, September 6th, 2018, come hear from three RIAs, who all employ active and passive indexing differently to give their clients the best chance for investment success. Following will be a Q&A session.
- Get a better understanding for how indexing and active are being considered as part of a portfolio allocation.
- Learn about trends, research and tools assisting PMs in their decision making and execution of portfolio strategy.
Who Should Attend?
- Wealth Managers
- CIOs, researchers, analysts, CEOs, CMOs
Managing Director, Rebalance IRA
Scott Puritz is the Managing Director and Co-founder of Rebalance IRA, a retirement investment firm with offices in Bethesda, MD and Palo Alto, CA.
In addition, he is the investment committee chairman of the North Carolina Outward Bound School, overseeing a $20 million endowment. He is a registered Investment Representative and holds a Series 65 securities license.
As a thought leader, educator, and registered financial adviser, Puritz has been at the center of the debate over the fiduciary rule, a landmark Obama-era regulation designed to protect individuals from unscrupulous financial advisers. In addition to testifying before the U.S. Senate in support of the recently adopted rule, he has been featured on PBS and NPR and quoted in the New York Times and the Wall Street Journal.
Lowell D. Pratt Jr., CFA
President, The Burney Company
Lowell joined The Burney Company in 1986, became a Portfolio Manager in 1992, was promoted to Director of Analysis in 1996 and became President in 2003. Lowell earned his Chartered Financial Analyst designation in 1989, has a BS in Finance and Economics from Virginia Tech and an MS in Banking and Financial Management from Boston University.
Jeff Porter, CFA, CFP
Principal and CIO, Sullivan Bruyette Speros & Blayney
Jeff oversees the Investment Policy Committee (IPC) and the team of supporting professionals responsible for determining SBSB’s investment views, constructing and managing asset allocation models, developing policies, and selecting preferred investment vehicles. He and his team also support client service teams with portfolio strategy implementation, as well as client communication and education.
In addition to his work as CIO, Jeff provides financial, tax, investment, and estate planning advisory services for his clients. He also serves as an investment advisor and fiduciary consultant to investment committees for corporate reserves, defined benefit and defined contribution plans, endowments, and reserve funds.
Jeff joined the firm in 2004 and has more than 14 years of diversified experience within the wealth management industry. He is a CERTIFIED FINANCIAL PLANNER™ professional and a Chartered Financial Analyst (CFA®). Jeff earned a BS degree from The University of Virginia.
He has served as the Treasurer of the Catholic Business Network of Northern Virginia and as a member of the Gift Planning Advisory Council for Northern Virginia Family Services. He is a member of the CFA Society of Washington, DC.
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