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 Export to Your Calendar 6/4/2019
When: June 4, 2019
8:00 - 9:45 AM
Where: Communities Foundation of Texas
5500 Caruth Haven Ln.
Dallas, TX  75225
United States
Contact: Melisa Hall
972-747-0407


Online registration is available until: 6/3/2019
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FPA DFW Chapter Meeting

 

 

PLEASE NOTE THE LOCATION AND EVENT TIME.  7:30 AM CHECK IN & BREAKFAST BUFFET 8:00 AM START TIME

 

7:30 AM: CHECK IN & BREAKFAST BUFFET

 

8:00 AM: WELCOME, ANNOUNCEMENTS, SPONSOR SPOTLIGHT

 

8:30 - 9:45 AM: CE PRESENTATION (1.5 CFP, CPA, CIMA)

 

10:00 - 11:00: Bonus Career Development Workshop (Optional / Earn 1 CE)

 

 

THE FACTORS THAT MATTER

 

Andrew Berkin, Ph.D.
Head of Research, Bridgeway Capital Management

 

 

The Factors that Matter: To educate which factors have the most potential in investing and the value and momentum factors/premiums the influence size plays. This session will discuss how value and momentum, especially in the smaller market caps, can drive returns and may be the most important in the practitioner world; and how they are the most researched and supported factors/premiums.

  • Persistent: Let’s start with persistence, that a factor works across long periods of time and different economic regimes, this outperformance isn’t concentrated in a few narrow periods, but rather holds across time periods.
  • Pervasive: On to our 2nd criteria: Pervasiveness, that a factor holds across countries, regions, sectors, and even asset classes We will have greater faith in a factor if we see it working in a variety of situations.
  • Robust: Being robust means that the factor works for a variety of conceptually similar definitions. Why is it important for a factor to be robust? If a factor only works for a narrow definition, we may suspect datamining and excessive fine-tuning.
  • Investable: A factor can work well on paper, but we also want to make sure we can use it in practice
  • Intuitive: Initially momentum seemed a puzzle to some: Why should a stock continue to go up simply because it has in the past?
  • Exposure: Strongest in smaller size
  • Diversification & Implementation: Keep expected returns constant but reduce portfolio risk.

 

 

Andrew Berkin, Ph.D., is head of research and oversees the development and implementation of Bridgeway's statistically driven, evidence-based efforts. Andrew joined Bridgeway in 2013. Prior to joining Bridgeway, Andrew was co-chief investment officer and director of research for Vericimetry Advisors. He previously was a senior member and director of the quantitative research group at First Quadrant, where he spent 14 years in a variety of responsibilities, including the development and implementation of stock selection models in both taxable and tax-exempt portfolios primarily for institutions.

Andrew earned his Bachelor of Science with honors in physics from the California Institute of Technology and a Doctor of Philosophy in physics from the University of Texas, where he concentrated his studies in general relativity and astrophysics. Andrew also serves on the editorial board of the Financial Analysts Journal.

 

 

REGISTRATION FEES

 

$40    FPA Members


$55    Guests / Non-Members


$0      Corporate Partners & Season Ticket Holders

 

Bonus Career Development Workshop:  FPA Members: FREE!  /  Non-Members $15

 

 

 

AGENDA

 

7:30 AM    Check in & breakfast buffet (COMMUNITIES FOUNDATION OF TEXAS)


8:00 AM    Welcome, announcements, sponsor spotlight


8:30 - 9:45    CE Presentation

 

10:00 - 11:00   Bonus Career Development Workshop (Optional / Earn 1 CE!) 

 

 


 

 

 

 

 

BONUS CAREER DEVELOPMENT WORKSHOP:

 

The Financial Planning Process Demystified

 

10:00 - 11:00 AM -- 1 CFP, CPA, CIMA CE

 

Speakers: Gretchen Behnke, CFP®, Principal, Pearl Financial Planning, LLC  &  Patrick Dougherty, MBA, CFP®, President, Dougherty Wealth Management, LLC

 

The seminar is for new planners, 0 to 3 years tenure.  

 

How to translate the Seven Step Planning Process into best practices for implementation.

 

  • How many meetings should you have?
  • What do you do at each meeting?
  • What do you require of the client prior to or during each meeting?
  • How long are the meetings?
  • How long should the overall process take?
  • What are the deliverables to the client?
  • How do you present the plan and recommendations?
  • How do you assist clients in implementation?

 

 

 

 

 

 

 

 

 

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