Direct Indexing Panel Discussion

Direct Indexing Panel Discussion








Hosted by: 
CFA Society Chicago Education Advisory Group

Mass customization is all around us. We see it when we grab our morning coffee at Starbucks, buy a pair of sunglasses from Knockaround, and signal our music preferences to our Uber driver. It’s also making inroads in the investment landscape in the form of direct indexing.

Please join us for a panel discussion including Parametric’s Natalie Miller and O’Shaughnessy Asset Management’s Chris Meredith where we will cover what direct indexing is, what it isn’t, and the pros and cons of this construct for asset managers, advisors and the investors they serve.

Fee: 
Members - $20 or FREE with Function Ticket
Student Member - $10
Non-Members - $40

(Member pricing underwritten by CFA Society Chicago.)




CFA Institute Qualified Activity: Eligible for 1 credit hour

Attire: Business Casual

Registration: Online
Online registration closes at 5:00PM on February 24, 2023

Agenda:
3:30 PM Registration
4:00 PM Program
5:00 PM Networking

*Distribution of presentation slides is at the discretion of the speaker and may not be available for this event.

Panelists Bios:

Chris Meredith, CFA
Director of Research and Chief Investment Officer
O'Shaughnessy Asset Management


Chris Meredith is the Director of Research, Chief Investment Officer and a Portfolio Manager at O’Shaughnessy Asset Management (OSAM). He is responsible for managing investment related activities at the firm: investment strategy research, portfolio management, and the firm’s trading efforts. He directs the Director of Portfolio Management and the Director of Trading on managing daily investment decisions. On the research side, Chris leads a team of analysts conducting research on new factors, improving existing stock selection and portfolio construction techniques. Chris has also authored several whitepapers including Price-to-Book’s Growing Blind Spot and Microcap as an Alternative to Private Equity. He is also the author of the “Investing Research” blog. Chris is a member of the firm’s Executive Committee. Chris is also a Visiting Lecturer of Finance at the Johnson School of Business at Cornell University, where he co-teaches Applied Portfolio Management and co-manages the student-run Cayuga Fund. Prior to joining OSAM, Chris was a Senior Research Analyst on the Systematic Equity team at BSAM. He was a Director at Oracle Corporation and spent eight years as a technology professional before attending the Johnson School at Cornell University. Chris holds a B.A. in English from Colgate University, an M.B.A. from Cornell University, and an M.A. of Financial Mathematics from Columbia University. He is a CFA charterholder. He lives in Chappaqua, New York with his wife and three children.

Natalie Miller, CFA
Director of Investment Strategy
Parametric Portfolio Associates

Natalie is responsible for helping Parametric educate the marketplace about the value of systematic, rules-based investing, with a focus on customized, tax-managed separately managed accounts. Prior to joining Parametric in 2022, she co-led the Portfolio Consulting Group at Russell Investments, where she delivered consultative expertise in the areas of multi-asset solutions, capital market insights, and responsible investing. She has more than 30 years of experience helping advisors solve complex investment problems for their clients. A CFA charterholder, Natalie is a member of the CFA Society of Seattle.

Moderator Bio:

Ben Johnson, CFA
Co-Chair Education Advisory Group
CFA Society Chicago

Ben Johnson, CFA, is the Head of Client Solutions, working with Morningstar’s asset management clients to leverage Morningstar’s capabilities in advancing our shared mission of empowering investor success. Prior to assuming his current role in 2022, he was the director of global ETF and passive strategies research within Morningstar’s manager research group. Earlier in his tenure in the manager research organization, he served as the director of ETF research for Europe and Asia. He also previously served as a senior equity analyst, covering the agriculture and chemicals industries. Before joining Morningstar in 2006, he worked as a financial advisor for Morgan Stanley.

Johnson holds a bachelor’s degree in economics from the University of Wisconsin. He also holds the Chartered Financial Analyst® designation.




*Special Notes Regarding Fees:
 
Credit card is required to guarantee ALL reservations. Day-of-event registrations accepted onsite only, if applicable and space available. Visa, MasterCard, American Express, Discover and Diners Club are accepted. Cancellations accepted until 5:00 PM, February 22, 2023.

Passport Program:
Members of any CFA society may attend at the CFA Society Chicago member rate. Please Use code PPORTLIVE for in person events and PPORTWEB for webcasts for member pricing. If you are only a member of CFA Institute, you do not qualify for the Society member rate.
 
CFA Institute CE Qualified Activity:

This program qualifies for credit under the guidelines for the 
CFA Institute Professional Development Program
.

Content shared during CFA Society Chicago programs is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction.
 

When
3/1/2023 3:30 PM - 6:00 PM
Where
33 N. LaSalle Street The Vault (Lower Level) Chicago, IL 60602 UNITED STATES

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