Nat Kellogg Speaking at CFA Society Chicago Event 6/13

April 17, 2017

On Tuesday, June 13, Nat Kellogg will be moderating a panel at an event hosted by the CFA Society of Chicago. The program will focus on the debate between active and passive management, a topic that remains contentious throughout the investment management industry.

The panel, “Trends and Insights”, will be the first of two panel discussions designed to explore the future of alpha, beta and active and passive strategies.

Notable questions to be explored in this panel include:

• How has Dr. Eugene Fama’s efficient market hypothesis framed the active vs. passive debate?
• What does current research tell us about asset classes and geographies where active management has done well or struggled?
• How have recent fund flows into passive strategies impacted performance and what trends do our panelists see moving forward?
• What framework should investors consider when thinking about how factor-based or “smart beta” strategies can fit into their portfolios? Are they active, passive, or somewhere in-between?
• How do leading investors think about the right blend of active and passive management and implement these ideas in their portfolios?

To register for the live webcast, please visit the program event page.