Courtesy of Pelican Hill

Marking the 15th anniversary of Research Affiliates
May 1–3, 2017
The Resort at Pelican Hill
Newport Coast, California


When you arrive at The Resort at Pelican Hill on Monday, May 1, you will be welcomed with a concierge check-in experience and escorted to your oceanview bungalow. Everyone will gather for the first time at 6:00 pm Monday evening for a reception and dinner on the Villa Clubhouse Terrace.

Tuesday morning, May 2, at 8:00 am the Advisory Panel convenes for business. Meeting sessions will end in the early afternoon, leaving time for you to relax and explore at leisure. Sessions reconvene on Wednesday morning, May 3, and the Advisory Panel will conclude just after the noon hour.

Eight presentations compose this year's Advisory Panel with each session rounded out by energetic debate and discussion on the topic presented. In addition to Rob Arnott and Jason Hsu, our confirmed speakers include:

  • Wayne Ferson, University of Southern California
  • Terry Odean, University of California at Berkeley
  • Nobel Laureate Vernon Smith, Chapman University
  • Luis Viceira, Harvard Business School 

Rob Arnott, Chairman and CEO, Research Affiliates




Jason Hsu, Chairman and CIO, Rayliant Global Advisors, and Vice Chairman, Research Affiliates

Both evenings' reception and dinner will be hosted at a venue on the resort, each offering expansive, uniquely Southern California views. We’ll release early enough on Tuesday afternoon for you (and your spouse or partner) to enjoy a walk at nearby Crystal Cove beach, explore the local scenic canyon trails, tee up for a few holes of golf, dip your toes in the pool, visit the art galleries in Laguna Beach—or simply catch up on unread emails.

We would truly be honored by your presence as we continue our annual Advisory Panel tradition of bringing the best research minds and the most influential practitioners together once again.  

Your invitation will arrive in early February 2017. If you have not already done so, please "Save the Date" with the button in the email you've just received. 

Should you not be able to attend, but would like to recommend a colleague to attend in your place, please contact us as indicated below. Thank you!




Courtesy of Pelican Hill



For questions and more detailed information, please contact us at

Alternatively, you can telephone:
Kay Jaitly, Vice President, Client Strategies, at 949-325-8737 or
Jaynee Dudley, Vice President, Client Strategies, at 949-325-8740