Distinguished Speaker Series: Cliff Asness

Distinguished Speaker Series: Cliff Asness
Alternative Investments, the Impacts of Macro Trends on Private Market Investing and Current Market Opportunities Hosted by: Distinguished Speaker Series Advisory Group


Please join us for lunch on June 27, 2023, as we engage in conversation with Cliff Asness, Ph.D. Cliff is the Founder, Managing Principal and Chief Investment Officer at AQR Capital Management.
  AQR is a global investment management firm.

The conversation will be moderated by CFA Society of Chicago Distinguished Speaker Series member, Nick Vassilos, CFA.

Members - $55
Student Members - $20
Nonmembers - $75
(member pricing underwritten by CFA Society Chicago)

No Webcast Available

CFA Institute Qualified Activity: Eligible for 1 credit hour

Attire: Business Casual

Menu: Chef's Choice (vegetarian meal available upon request)

Registration: Online


11:30 - Registration Begins  
12:00 - Welcoming Remarks, Lunch is Served 
12:15 - Conversation Begins 
12:45 - Audience Q & A
1:00 - Conclusion

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

Speaker Bio:

Cliff Asness, Ph.D.

Managing and Founding Principal

Cliff is a Founder, Managing Principal and Chief Investment Officer at AQR Capital Management. He is an active researcher and has authored articles on a variety of financial topics for many publications, including The Journal of Portfolio Management, Financial Analysts Journal, The Journal of Finance and The Journal of Financial Economics. He has received five Bernstein Fabozzi/Jacobs Levy Awards from The Journal of Portfolio Management, in 2002, 2004, 2005, 2014 and 2015. Financial Analysts Journal has twice awarded him the Graham and Dodd Award for the year’s best paper, as well as a Graham and Dodd Excellence Award, the award for the best perspectives piece, and the Graham and Dodd Readers’ Choice Award. He has won the second prize of the Fama/DFA Prize for Capital Markets and Asset Pricing in the 2020 Journal of Financial Economics. In 2006, CFA Institute presented Cliff with the James R. Vertin Award, which is periodically given to individuals who have produced a body of research notable for its relevance and enduring value to investment professionals.

Prior to co-founding AQR Capital Management, he was a Managing Director and Director of Quantitative Research for the Asset Management Division of Goldman, Sachs & Co. He is on the editorial board of The Journal of Portfolio Management, the governing board of the Courant Institute of Mathematical Finance at NYU, the board of directors of the Q-Group, the board of the International Rescue Committee and the board of trustees of The National WWII Museum.

Cliff received a B.S. in economics from the Wharton School and a B.S. in engineering from the Moore School of Electrical Engineering at the University of Pennsylvania, graduating summa cum laude in both. He received an M.B.A. with high honors and a Ph.D. in finance from the University of Chicago, where he was Eugene Fama’s student and teaching assistant for two years (so he still feels guilty when trying to beat the market).

Moderator Bio:

Nick Vassilos, CFA, is a managing director and head of risk and performance analytics for Schwab Asset Management (SAM). He is responsible for SAM’s investment and operational risk management function through measuring and monitoring portfolio risks and maintaining best in class operational risk processes and standards. He is also responsible for the team providing performance, attribution, and competitive analysis.

Vassilos has over 15 years of experience in risk management. Prior to joining Charles Schwab in 2018, he was the global portfolio acquisition and analytics leader at Morningstar. In this role he drove portfolio data improvements and generated new multi-asset analytics. Prior to that he managed his own equity options focused fund, Wave Options. Preceding this experience, he worked at Citigroup in London, where he started the company’s European Delta One trading desk.

Vassilos earned a Bachelor of Science in finance from the University of Virginia’s McIntire School of Commerce. He is a CFA® charterholder and is co-chair of CFA Society Chicago’s Distinguished Speaker Series Advisory Group. Schwab Asset Management is the asset management arm of the Charles Schwab corporation, and has nearly $800 billion under management in ETFs, mutual funds, separately managed accounts, and collective trusts. Products managed include a wide variety of active and indexed equity, fixed income, multi-asset, asset allocation strategies, and money market funds.


*Special Notes Regarding Fees:

Regular, Candidate, and Affiliate Members may apply function tickets as payment for Non-member or Student-Member. Credit card required to guarantee ALL reservations except for reservations using Function Tickets. Day-of-event registrations accepted on-site only if applicable and space available. There is a $5 surcharge for walk-ins. Visa, MasterCard, American Express, Discover and Diners Club are accepted. Cancellations accepted until noon on Thursday, June 22.

Free or Low-cost Events:

Credit card is required to guarantee ALL reservations. Day-of-event registrations accepted on-site only if applicable and space available. There is a $5 surcharge for walk-ins. Visa, MasterCard, American Express, Discover Card are accepted. Cancellations accepted until Thursday, June 22 at noon.  If guests fail to cancel before the deadline and/or fail to attend the event they will be charged a $20 fee.

CANCELLATION AND RESERVATION CUTOFF:  Thursday, June 22 at 12:00 (noon) p.m.

*We need to give the venue a full count for lunch 3 business days in advance.

Passport Program:

This is a "Passport Program." Members of any local CFA society may attend at the CFA Society Chicago member rate. 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.

6/27/2023 12:00 PM - 1:00 PM
The University Club 76 E. Monroe Chicago, IL 60603 UNITED STATES

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