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Research Affiliates Investor Symposium

NEWPORT BEACH, CA

Watch presentations from 2019 Investor Symposium.

The 2020 Investor Symposium 1½-day
program is designed to

Challenge
Re-examine and possibly change your investment beliefs.

Educate
Gain new knowledge to develop your investing expertise.

Impact
Uncover ideas that can produce better outcomes for your clients.

Please scroll down for all the details.

The Investor Symposium 1½-day program is designed to

Challenge
Re-examine and possibly change your
investment beliefs.

Educate
Gain new knowledge to develop your
investing expertise.

Impact
Uncover ideas that can help produce better
outcomes for your clients.

Please scroll down for all the details.

Agenda

Dress code is business casual.


We are applying to CFP Board and Investments & Wealth Institute to offer CE credit for attending the Investor Symposium. Therefore, at this time, CE credit is pending.

Should you not be able to attend, but would like to recommend a colleague to attend in your place, please contact us at RASymposium@rallc.com.

Hotel Registration

A group rate is available for a limited number of rooms:

Standard Room

  • $259/night + $20/night hospitality service fee

 

Bay View Room

  • $359/night + $20/night hospitality service fee


The hospitality service fee includes:

  • 24-hour access to resort fitness center
  • Bottle of house wine
  • 24-hour access to business center
  • In-room coffee and tea service
  • Bottled water in room replenished daily (up to 2 maximum)
  • Wireless internet service in guest room for unlimited devices

 

Monday, 9 March

Registration

4:00 PM - 6:00 PM
Foyer/Grand Ballroom

Welcome Reception

6:00 PM - 8:00 PM
Members' Lawn & Beach

Tuesday, 10 March

Optional Morning Breakfast Breakout Session

Breakfast

7:15 AM - 8:15 AM
Coconut Grove

Invesco

7:30 AM - 8:15 AM
Mariner A

Charles Schwab Investment Management

7:30 AM - 8:15 AM
Mariner B

Break

8:15 AM - 8:30 AM

SPEAKER

TIME

Katrina Sherrerd, PhD, CFA
CEO, Research Affiliates

8:30 AM - 9:00 AM
Grand Ballroom A/B

Welcome and What's New at Research Affiliates

SPEAKER

TIME

Chris Brightman, CFA
CIO, Research Affiliates

9:00 AM - 10:00 AM
Grand Ballroom A/B

What's Ahead? Capital Market Expectations for the Next Decade
Chris delves into how Research Affiliates derives forward-looking return and risk assumptions and discusses how to use these assumptions to set expectations and build portfolios that can deliver better outcomes.

Break

10:00 AM - 10:15 AM

SPEAKER

TIME

Morgan Housel
Partner, The Collaborative Fund

10:15 AM - 11:15 AM
Grand Ballroom A/B

The Psychology of Investing
Risk is the most important topic in investing, but it is not simple or intuitive. Morgan shares five stories that illustrate how we can think about risk in a more productive way to help clients make better decisions.

SPEAKER

TIME

Vitali Kalesnik, PhD
Director of Research for Europe,
Research Affiliates

11:15 AM - 12:00 PM
Grand Ballroom A/B

Quality Investing Is in Vogue, but What Does It Mean?
Vitali discusses which measures of quality appear to be robust sources of excess return and which don't, and how to use quality measures to construct portfolios. The presentation draws on his article which recently won the Graham and Dodd Award for Excellence by the Financial Analysts Journal.

Lunch

12:00 PM - 12:30 PM
Coconut Grove

SPEAKER

TIME

Julie Agnew, PhD
Professor of Finance and Economics,
The College of William & Mary

12:30 PM - 1:30 PM
Grand Ballroom A/B

Investors Beware: The Potential High Cost of First Impressions and Confirmation Bias
Hundreds of investors, including many sophisticated institutions, were duped by Bernie Madoff. What common behavioral biases may have encouraged investors to trust Madoff? What lessons can we learn? Julie explains how first impressions and confirmation bias can lead investors to trust when they shouldn't and ultimately pay more for subpar financial advice.

SPEAKER

TIME

Feifei Li, PhD, FRM
Head of Investment Strategy,
Research Affiliates

1:30 PM - 2:15 PM
Grand Ballroom A/B

Weather the Storm with Low Volatility Investing
Is it time to invest more in low volatility strategies? Low-vol investments have a role in investor portfolios, especially when the market is reaching its peak—but not all strategies are equal. Feifei explains how investors should approach low-vol investing to get proper downside protection.

Break

2:15 PM - 2:30 PM

SPEAKER

TIME

Cam Harvey, PhD
Senior Advisor, Research Affiliates
Professor, Duke University

2:30 PM - 3:30 PM
Grand Ballroom A/B

Tactical Factor Management
Cam sheds light on how to avoid many of the common traps facing investors in factor strategies. An understanding of these traps helps clients to "tune out the noise" and focus on those strategies that best help them meet their long-term financial goals. He specifically addresses the important issue of timing the allocation to various factor strategies.

SPEAKER

TIME

Jim Masturzo, CFA
Head of Asset Allocation,
Research Affiliates

3:30 PM - 4:15 PM
Grand Ballroom A/B

Pitfalls to Avoid While Building Portfolios
Translating capital market expectations, investment vehicles, and client objectives into portfolios is a mix of science and informed judgment. Jim will recap pitfalls common to the portfolio construction process and suggest solutions.

Shuttles to dinner

6:00 PM

Reception and dinner

6:15 PM - 8:30 PM
Newport Beach Country Club

Wednesday, 11 March

Optional Morning Breakfast Breakout Session

Breakfast

7:15 AM - 8:15 AM
Coconut Grove

PIMCO

7:30 AM - 8:15 AM
Mariner A

Parametric

7:30 AM - 8:15 AM
Mariner A

Break

8:15 AM - 8:30 AM

SPEAKER

TIME

Barry Ritholtz, CIO
Ritholtz Wealth Management

8:30 AM - 9:30 AM
Grand Ballroom A/B

Where Do Returns Come From?
Barry answers some central questions for investors: How is alpha generated? Where do managers add (and subtract) value? How do alternative investments, such as private equity, venture capital, and hedge funds, differ from traditional stocks and bonds? And what has the push into passive indexing revealed about active managers?

SPEAKER

TIME

9:30 AM - 10:15 AM
Grand Ballroom A/B

Plausible Long-Term Outperformance
The explosion in the number of smart beta stratgies has encouraged a corresponding explosion in the number of backtested results. John helps investors identify which return estimates are, and are not, plausible.

SPEAKER

TIME

Rob Arnott
Chairman,
Research Affiliates

10:15 AM - 11:15 AM
Grand Ballroom A/B

Is Value Dead?
Should we abandon value investing after 12 years of underperformance relative to growth? Hardly! Rob makes the case that value is well positioned going forward to recapture the shortfall in past returns.

SPEAKER

TIME

11:15 AM - 11:30 AM
Grand Ballroom A/B

Closing

Newport Beach, CA

Newport Beach, CA

VENUE

Balboa Bay Resort

ADDRESS

1221 West Coast Highway
Newport Beach, CA 92663

FOR ADDITIONAL INFORMATION OR
QUESTIONS PLEASE CONTACT

Kay Jaitly
RASymposium@rallc.com
(949) 325-8737

#InvestorSymposium2020

#InvestorSymposium2020