Wealth Management Conference RSVP

  • Event Details

    Thursday, September 28th

    1:00-1:30 - Registration
    1:30-5:00 - Speakers

    Mark Peiler, CFA
    Chief Investment Officer, BNC National Bank – Active Investing: Opportunities for Today's Unconventional Investors
    The movement from active to passive funds was nearly $500 billion in the first half of 2017. The shift over the last ten years is approaching $3 trillion. Passive funds buy stocks based on the indexes they track, ignoring fundamentals. Unfortunately, the crowd is herding into passive investments at market valuations that have historically resulted in low future returns. Passive “diversification” without diligence affects the valuation of good and bad businesses. Fortunately, it creates opportunities for investors who are willing to ignore the crowd and focus their equity investments on solid businesses at attractive valuations.

    Dick Pfister, CAIA
    President and CEO, AlphaCore Capital
    Many opportunities look enticing—tech stocks, yield plays, short volatility—each opportunity carrying its own song, and each with the potential to bring the reckless portfolio investor to shipwreck. Dick Pfister, CEO of AlphaCore Capital, will discuss how you can position your portfolio to protect, but also grow, in the coming years.

    Brandon Smith, CFA, CAIA
    Portfolio Analyst, Boston Partners – Finding Alpha with Active Managers through Long/Short Investing
    Many investors are convinced that alpha has disappeared from U.S. equity markets and prefer to use passive investment tools such as ETFs to gain broad exposure to these markets. The problem with this approach is that it gives up any chance of outperformance and ignores the fact that alpha potential does exist. Brandon Smith of Boston Partners will walk us through their time-tested approach to generating alpha both on the long and short sides of the portfolio.

    5:00-7:00 - Dinner/Social