Distinguished Speaker Series: Rob Arnott

Value Investing, Diversification, and the Dominance of Mega Cap Tech 
 
Please note that this event will be through Zoom. Login information will be provided in the reminder email closer to the event
 
Hosted by: Distinguished Speaker Series Advisory Group

Rob Arnott, founder and chairman of the board of Research Affiliates, joins us for our Distinguished Speaker Series webinar on June 10th. Over his career, Arnott has endeavored to bridge the worlds of academic theorists and financial markets, challenging conventional wisdom and searching for solutions that add value for investors. Equity markets have been dominated recently by a narrow subset of mega cap tech companies, particularly in the US and China. Arnott will first seek to address the following questions created by this market dynamic by looking at historical data before taking questions from attendees.

  • How do the largest market cap companies tend to perform on a forward-looking basis?
  • Does value investing still work in today’s environment?
  • Does diversification still work?
  • Are there opportunities to find reasonably priced asset classes today in an environment awash with money from central bank accommodation?
 

Fee*: 
Members - FREE 
Nonmembers - $20
(Member pricing underwritten by CFA Society Chicago)



CFA Institute Qualified Activity: Eligible for 1 credit hour

Registration: Online 
Zoom login information will be provided in the reminder email closer to the event. 
Registration closes at 5:00 PM on June 9, 2021.

Agenda:
12:00 PM - 1:00 PM CDT: Program
Please log in a few minutes early to test your video and internet connections.

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


Speaker Bio:
Rob Arnott is the founder and chairman of the board of Research Affiliates, a global asset manager dedicated to profoundly impacting the global investment community through its insights and products. The firm creates investment strategies and tools based upon award-winning research, and delivers these solutions in partnership with some of the world’s premier financial institutions. Arnott plays an active role in the firm’s research, portfolio management, product innovation, business strategy and client facing activities. With Chris Brightman, he is co-portfolio manager on the PIMCO All Asset and All Asset All Authority funds and the PIMCO RAE™ funds.

Over his career, Arnott has endeavored to bridge the worlds of academic theorists and financial markets, challenging conventional wisdom and searching for solutions that add value for investors. He has pioneered several unconventional portfolio strategies that are now widely applied, including tactical asset allocation, global tactical asset allocation, tax-advantaged equity management, and the Fundamental Index™ approach to investing.

Arnott has published more than 130 articles in such journals as the Journal of Portfolio Management, Harvard Business Review, and Financial Analysts Journal, where he also served as editor in chief from 2002 through 2006. In recognition of his achievements as a financial writer, Arnott has received seven Graham and Dodd Scrolls, awarded annually by CFA Institute to the top Financial Analysts Journal articles of the year. He also has received four Bernstein Fabozzi/Jacobs Levy awards from the Journal of Portfolio Management. He is co-author of The Fundamental Index: A Better Way to Invest (Wiley 2008).

Arnott received a BS summa cum laude in economics, applied mathematics, and computer science from the University of California, Santa Barbara.


*Special Notes Regarding Fees
This event is complimentary for members only.  Credit card required to guarantee all nonmember reservations. Visa, MasterCard, American Express, Discover and Diners Club are accepted. Registration online is required and closes at 5:00 PM on June 9, 2021. Cancellations for refunds accepted until 5:00 PM, June 4, 2021.

Passport Program

Members of any CFA society may attend at the CFA Society Chicago member rate. Please call the CFA Society Chicago office at 312-251-1301 to register. 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.

When
6/10/2021 12:00 PM - 1:00 PM
Where
Online

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