Implementing Factor Strategies – Sponsored by Powershares

October 30, 2017

Online Webinar

Second webinar in a three-part series. Dive deep into setting objectives, evaluating your current portfolio and reallocating using factor-based strategies. Get a framework for integrating factors into your portfolio. Assess resources, tools and case studies to gain valuable perspective on practical application.

Implementing Factor Strategies – Sponsored by Powershares

October 30, 2017

Online Webinar

Second webinar in a three-part series. Dive deep into setting objectives, evaluating your current portfolio and reallocating using factor-based strategies. Get a framework for integrating factors into your portfolio. Assess resources, tools and case studies to gain valuable perspective on practical application.

S&P Dow Jones Indices – A More Active Approach to Passive Investing

September 28, 2017

Toronto, Ontario

As the long-term benefits of passive investing continue to mount, more and more advisors are incorporating index-based strategies into their practices.

Join us and leading industry practitioners as we pinpoint new ways to help advisors more efficiently construct portfolios while redefining their client value proposition.

6th Annual ETF Conference for Institutional Portfolio Managers and Traders

September 27, 2017

Toronto

S&P Dow Jones Indices – A More Active Approach to Passive Investing

September 26, 2017

Toronto, Ontario

As the long-term benefits of passive investing continue to mount, more and more advisors are incorporating index-based strategies into their practices.

Join us and leading industry practitioners as we pinpoint new ways to help advisors more efficiently construct portfolios while redefining their client value proposition.

S&P Global FA Forum

July 13, 2017

San Francisco, CA

IMN

June 26, 2017

- June 28, 2017

Dana Point, CA

S&P Global FA Forum

June 8, 2017

Chicago, IL

IMCA

April 30, 2017

- May 3, 2017

San Diego, CA

S&P Global FA Forum

February 1, 2017

Dallas, TX

Inside ETF

January 22, 2017

- January 25, 2017

Hollywood, FL

S&P Dow Jones Indices – A More Active Approach to Passive Investing

September 28, 2017

Toronto, Ontario

As the long-term benefits of passive investing continue to mount, more and more advisors are incorporating index-based strategies into their practices.

Join us and leading industry practitioners as we pinpoint new ways to help advisors more efficiently construct portfolios while redefining their client value proposition.

6th Annual ETF Conference for Institutional Portfolio Managers and Traders

September 27, 2017

Toronto

S&P Dow Jones Indices – A More Active Approach to Passive Investing

September 26, 2017

Toronto, Ontario

As the long-term benefits of passive investing continue to mount, more and more advisors are incorporating index-based strategies into their practices.

Join us and leading industry practitioners as we pinpoint new ways to help advisors more efficiently construct portfolios while redefining their client value proposition.

S&P Global FA Forum

July 13, 2017

San Francisco, CA

IMN

June 26, 2017

- June 28, 2017

Dana Point, CA

S&P Global FA Forum

June 8, 2017

Chicago, IL

IMCA

April 30, 2017

- May 3, 2017

San Diego, CA

S&P Global FA Forum

February 1, 2017

Dallas, TX

Inside ETF

January 22, 2017

- January 25, 2017

Hollywood, FL

IMCA

June 13, 2016

- June 14, 2016

Toronto, Canada

Implementing Factor Strategies – Sponsored by Powershares

October 30, 2017

Online Webinar

Second webinar in a three-part series. Dive deep into setting objectives, evaluating your current portfolio and reallocating using factor-based strategies. Get a framework for integrating factors into your portfolio. Assess resources, tools and case studies to gain valuable perspective on practical application.

S&P Dow Jones Indices – A More Active Approach to Passive Investing

September 28, 2017

Toronto, Ontario

As the long-term benefits of passive investing continue to mount, more and more advisors are incorporating index-based strategies into their practices.

Join us and leading industry practitioners as we pinpoint new ways to help advisors more efficiently construct portfolios while redefining their client value proposition.

6th Annual ETF Conference for Institutional Portfolio Managers and Traders

September 27, 2017

Toronto

S&P Dow Jones Indices – A More Active Approach to Passive Investing

September 26, 2017

Toronto, Ontario

As the long-term benefits of passive investing continue to mount, more and more advisors are incorporating index-based strategies into their practices.

Join us and leading industry practitioners as we pinpoint new ways to help advisors more efficiently construct portfolios while redefining their client value proposition.

S&P Global FA Forum

July 13, 2017

San Francisco, CA

IMN

June 26, 2017

- June 28, 2017

Dana Point, CA

S&P Global FA Forum

June 8, 2017

Chicago, IL

IMCA

April 30, 2017

- May 3, 2017

San Diego, CA

S&P Global FA Forum

February 1, 2017

Dallas, TX

Inside ETF

January 22, 2017

- January 25, 2017

Hollywood, FL

IMCA

June 13, 2016

- June 14, 2016

Toronto, Canada

IMN Global Indexing & ETF Conference

December 6, 2015

- December 8, 2015

Scottsdale, AZ

Conference Audio Recording

December 6, 2015

- December 8, 2015

How to use smart beta and factor portfolios to reveal information about your non-smart, non-factor portfolios

Conference Audio Recording

December 6, 2015

- December 8, 2015

How to use ETFs in a rising interest rate environment

IMCA Advanced Strategist Program

September 29, 2015

Washington DC

FTSE World Investment Forum

May 17, 2015

- May 20, 2015

Newport Coast, CA

IMCA

April 27, 2015

Las Vegas, NV

Annual Conference Super Session

19th Annual Global Indexing and ETFs conference

December 7, 2014

- December 9, 2014

Scottsdale, AZ

Panel: Investing in Small Cap

IMCA

September 29, 2014

- October 1, 2014

The Bonaventure Resort, Weston, FL

Advanced Investment Strategist Program – Risks and Opportunities with Smart Beta and How to Address Them

CIEBA: Smart Beta Panel

April 2, 2014

Washington, D.C.

Risks and Opportunities with Smart Beta and How to Address Them

Barron’s: Beyond Smart Beta

April 1, 2014

NYC, NY

The Future of ETFs

EDHEC-Risk Days North America

October 8, 2013

- October 9, 2013

NYC, NY

Creating Robust Portfolios by Dynamically Weighting Multiple Smart Beta Strategies

Canadian Investment Review

August 13, 2013

- August 15, 2013

Muskoka, Ontario

15th Annual Risk Management Conference

EDHEC-Risk Institute

July 2, 2013

San Francisco, CA

Investing in Smart Beta 2.0

EDHEC-Risk Institute

April 11, 2013

- April 18, 2013

Boston, MA • Washington, D.C. • Montreal, Canada • Toronto, Canada • Chicago, IL

Investing in Smart Beta, North American Seminar Series

There are no past events.

EDHEC Risk Institute Seminar

December 5, 2011

Princeton Club, New York City, NY

Outperforming Equity Benchmarks without Active Management – Academic Theory to Practical Implementation

CFA Society Sacramento

September 8, 2011

Sacramento, CA

Efficient Equity Indices and Benchmarks

EDHEC-Risk Institute

June 13, 2011

- June 22, 2011

Austin, TX • Washington, D.C. • Toronto, Canada • Chicago, IL • Los Angeles, CA

Efficient Equity Indices and Benchmarks, North American Seminar Series

World Investment Forum

May 17, 2011

Sonoma, CA

Why Fundamental, Efficient and Diversity Weighting Schemes are Superior to Capitalization Weights

FactSet: Investment Process Symposium

March 20, 2011

- March 22, 2011

N. Miami Beach, FL

EDHEC-Risk Institutional Days

December 8, 2010

- December 9, 2010

Grimaldi Forum, Monaco

2010 – Strategic Decertification in Venture Capital

Computational and Financial Econometrics

October 29, 2009

- October 31, 2009

Grand Resort Hotel, Limassol, Cyprus

Third International Conference on Computational and Financial Econometrics (CFE 09) – Structural change detection and the predictability of returns

3rd R/Rmetrics

July 2, 2009

Meielisalp, Lake Thune Switzerland

Meielisalp Workshop & Summer School on “Computational Finance and Financial Engineering” – “PAST: A Portfolio Attribution and Simulation Toolkit”