Institutional Asset Management

Active Quant vs Smart Beta Quant – How different are they?

May 30, 2019 | 6:00 PM - 8:30 PM

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Overview

In recent years a variety of firms have started marketing 100% systematic versions of quant strategies which the industry has termed “smart beta”. How different are these funds from one another and what are the relative benefits/drawbacks of each?  Hear from leading portfolio managers from both sides of the fence to explore this area. 

Agenda

5:30 PM | REGISTRATION & NETWORKING

6:00 PM | OPENING REMARKS

Sean Wasserman, CFA, Managing Director, NASDAQ 

6:05 PM | PANEL DISCUSSION

Moderator

Wesley Gray, Ph.D., Author, Alpha Architect

Panelists

Stephen Courtney, Managing Director & Portfolio Manager, QMA

Scott Kefer, CFA, Senior Portfolio Manager, Victory Capital Management

Yvette Murphy, Vice President, Global Head of Smart Beta Portfolio Strategists, State Street Global Advisors

Mark R. Nebelung, CFA, Portfolio Manager, Principal Global Equities

Liqian Ren, Ph.D., Director of Modern Alpha, WisdomTree

7:30 PM | Q&A

7:40 PM | CLOSING REMARKS

Leo Schmidt, CFA, CIO, River Eddy Asset Management

7:45 PM | NETWORKING & CATERED RECEPTION

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Inclement weather

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