Vi har inviteret Research Affiliates CIO of Multi-Asset, Jim Masturzo, til at gå i dybden med, hvordan man kan positionere sin portefølje i usikre tider, hvor blandt andet inflationen nu spiller en væsentlig større rolle end tidligere.
Inden sætter vi dog lidt ekstra kog i netværksdebatten, hvor vi vil have fokus på, hvordan usikkerheden på markederne har indflydelse på arbejdet med manager selection.
PROGRAM
| 13:00 |
Networking, registrering og forfriskning
|
| 13:30 |
Velkommen og introduktion af dagens program
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| 13:35 |
Netværksdebat med fokus på, hvordan usikkerheden på markederne har indflydelse på arbejdet med manager selection
|
| 14:35 |
Kaffepause
|
| 15:05 |
Portfolio Positioning for Uncertain Markets
Jim Masturzo, CIO of Multi-Asset, Research Affiliates
|
| 16:05 |
Opfølgning på dagens emne
|
| 16:25 |
Afrunding og networking med sandwich
|
TALER
Jim Masturzo, CFA
Research Affilates
Jim Masturzo leads the multi-asset investment team that supports the firm’s tactical asset allocation product suite. Jim oversees portfolio construction and modeling for existing portfolios as well as design and construction of new strategies. In addition, Jim regularly writes about capital markets and
oversees the firm’s public asset-allocation resources, specifically the Asset Allocation Interactive webtool. Jim is a member of the Investment
Committee and the Management Committee of Research Affiliates. Research Affiliates is a global leader in smart beta, factor investing, and asset allocation. The firm creates investment strategies and tools based on award-winning research and delivers these solutions in partnership with some of the world’s premier financial institutions.
Prior to joining Research Affiliates, Jim worked at Bloomberg specializing in portfolio analytics. In that role Jim advised portfolio managers on best
practices related to performance measurement, attribution, and risk analytics for equity and fixed income portfolios.
Jim has a BS in electrical engineering from Cornell University and an MBA from the Duke University Fuqua School of Business. He holds the Chartered Financial Analyst® designation and is a member of CFA Institute and CFA Society Orange County.
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Kun for medlemmer af Fund & Manager Selection netværket.
Medlemskab koster årligt kr. 4.500 ekskl. moms. Du kan læse mere om netværket her.
Kontakt os på mail@finansforeningen.dk, hvis du er interesseret i at høre mere om netværket.
CFA PL Credits
If you are a CFA Institute member, you are eligible to record 2.5 PL credits for your participation in this meeting.