How to Stay Active in an Increasingly Passive (Investment) World

Date February 7th from 8:00 AM – 9:30 AM
Location Wine & Wall (One Market) – 30 Steuart Street, San Francisco, CA 94105
Tickets $25 Early-Bird (first 10 members only), $30 Members, $45 Non-members
Ticket price includes access to the event, food and beverages.
Details Historically, investors have engaged in active and passive investing. Active investing, which includes algorithmic, fundamental, and quantitative continues to dominate investment dollars, but there has been tremendous growth in passive assets, such as index funds and ETFs. The line between these two investment approaches has begun to blur with the rise of factor-based strategies and active ETF funds. What are the implications for IR from this growth in passive investing?

Join us for breakfast and hear from investment experts as they address and answer key questions on this topic, including:
  • What are the expectations for active/passive investment mix in 2018?
  • How does today’s equity market differ from that of 10 years ago – and what implications does this have for stock valuation and trading?
  • What can IRO’s do to maximize outreach to the shrinking active investment audience?
Now is the time to start thinking about how this dynamic trend will impact your long-term IR strategy and what expectations need to be set with your C-suite.
Speakers Dorothy Lariviere, Director iShares ETF Product, Blackrock
Nicohl Bogan, Managing Director, CSIM Index Investments, Charles Schwab
Moderator Simon Mays-Smith, Partner, Brunswick Group
Agenda 8:00am – 8:30am: Registration, breakfast and networking
8:30am – 9:30am: Panel and Q&A
Registration Link:   Register