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Advanced Personal Financial Planning Conference 2014 - Virtual


Manager Selection & Due Diligence


Jan 20, 2014 11:15am ‐ Jan 20, 2014 12:05pm

Description

Money chases returns. Investors pile into equity funds at the tail end of bull markets and leave on the tail end of bear markets. Similarly, managers that log high investment returns attract the most capital despite the lack of positive return persistence. Choose your investment managers smarter. Know how to evaluate performance, attribute it to skill or luck, and get beyond the numbers. Develop a process to identify red flags and narrow the field. This session will give wealth managers the essential tools for selecting investment managers.

Speaker(s):

  • Stephen M. Horan, Ph.D., CFA, CIPM, Managing Director, Americas Region and Professional Learning, CFA Institute

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