Share Event

CFA SOCIETY NEW YORK AND HARDING LOEVNER PRESENT:

How To Be Active

A debate about the value of fundamental research, stock picking, factor exposures and timing, as well as risk models.

REGISTRATION

Seats are limited to investment professionals only, so if you would like to attend, please request an invitation. When requesting an invitation, you will be prompted to provide your name, title, company and email address.

CFA Society New York reserves right to decline admission / refund registration costs

Time & Date

Thursday, Nov. 9 4:30 PM – 7:00 PM

Fee

Members: Free Nonmembers: $50

Register to Attend

Agenda

4:30 PM – Registration

5:00 PM – Program Commencement

7:00 PM – Food, Drinks & Networking Reception

Additional agenda details TBA. Space limited.

Location

Harding Loevner 400 Crossing Blvd, Fourth Floor Bridgewater, NJ 08807

PARTICIPANTS

Andrew West, Manager of Research, Harding Loevner Simon Hallett, co-CIO, Harding Loevner Tim Kubarych, Deputy Manager, Investment Research, Harding Loevner Participants representing other investment strategies TBA

Organized by CFANY’s Global Investing Group

— This is a joint event between CFA Society New York and Harding Loevner. Harding Loevner is sponsoring this conversation as the event host on its corporate headquarters in Bridgewater, NJ. The program is a rare opportunity to hear prominent asset managers discuss the value of their approaches to generating investment returns and debate sources of investment edge. In the past decade, the financial services industry has witnessed continuing growth in diversity of its approaches to generating returns. This discussion will feature a panel of senior investment professionals who will share their own views on where there is opportunity to generate excess returns. You will depart the evening with insights into the versatility of investment strategies along with new ideas to help you achieve your investment objectives. The content portion of the event will be followed by a networking reception.

WHO SHOULD ATTEND

Asset owners, portfolio managers, financial advisors and research analysts employed at asset management firms, investment banks, hedge funds, mutual funds, and insurance companies, as well as pension plan sponsors.

LIKELY TOPICS COVERED

  • Active vs. passive debate
  • Does fundamental company investment research add value?
  • Investment techniques that apply in the current marketplace
  • Differentiating between investment management approaches: what works?
  • The benefits and costs of factor proliferation
  • Quantitative Risk Systems: underappreciated risks or rewards?

ABOUT HARDING LOEVNER

Harding Loevner’s philosophy: global, diversified portfolios of high-quality, growing businesses realize superior risk-adjusted returns. HL’s process is the set of investment decision-making rules followed to implement their philosophy, to invest globally in sustainably growing businesses. HL studies global industries to understand their competitive structures and the relative strengths and weaknesses of their constituent companies. Focusing on companies with high business quality and durable growth prospects, Harding Loevner assesses their risks and fair values, combines them into diversified portfolios, and monitors their business results against HL’s expectations.

CFA INSTITUTE CE CREDIT

Qualifies for 2 credit hours. For CFA Institute members, these credit hours will be updated automatically in your online CE TRACKING TOOL. DRESS CODE No jeans allowed, business attire recommended. WALK-INS No walk-ins or press permitted. MEDIA This event is in-house and is not being broadcasted‎ nor recorded. No media will be present and speaker or attendee attribution, in any form, is a violation of CFA Society New York’s code of conduct.

Register to Attend

DISCLAIMER OF ENDORSEMENT References herein to any specific sponsor or service do not necessarily constitute or imply the endorsement, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives, and the views and opinions expressed by speakers, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.

CFA Society New York (“CFANY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFANY seeks to present accurate and reliable information, CFANY does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFANY has no duty to update and maintain the information, reports, or statements made during events. CFA Society New York specifically disclaims any such express or implied warranties. CFA Society New York and its affiliates, agents, and licensors will not be liable to you or anyone else for any loss or injury, caused in whole or in part by their negligence of contingencies beyond their control in procuring, compiling, reporting interpreting or delivering the information. In no event will CFA Society New York and its affiliates, agents, and licensors be liable to you or anyone else for any damages, including but not limited to consequential, special, indirect and incidental damages, even if advised of the possibility of such damages. The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund. CFANY is not responsible for any investment decision made by you. You should not make any financial, investment, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. There is a substantial amount of risk in trading securities, and the possibility exists that you can lose all, most or a portion of your capital. CFANY does not, cannot, and will not assess or guarantee the suitability or profitability of any particular investment, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.

Sponsorship Overview

For over 80 years, CFA Society New York—formerly known as New York Society of Security Analysts (NYSSA)—has been a leading forum for the exchange of information among investment professionals. Our mission is to raise standards of practice in the industry for the ultimate benefit of society. Towards that goal, CFA Society New York content is curated by volunteer practitioner interest groups that strive to shape the future of the industry. A bold line exists between the financial support by organizations to maintain the quality of our programming and the selection of speakers who contribute to dialogue in our community. To that end, a ceaseless commitment to transparency is something we consider foundational to our cause.

Please be advised of the following information related to Society sponsorship and support:

Through financial support and other means of in-kind support, each event sponsor, event partner, event co-host and organizational partner of CFA Society New York plays a valuable role in the furtherance of the range of forward-thinking initiatives that underpin the Society’s values, and toward our mission to deliver Society content and programming of the highest quality and standard.

CFA Society New York thanks all of its sponsors, event-related affiliates and organizational partners for helping us continue to shape the conversation of the investment community.

Legal Notice and Disclaimer

CFA Society New York (including its employees and agents) assumes no responsibility for presenters or consequences resulting from the use of information or content of such information presented, including (but not limited to) errors or omissions, the accuracy or reasonableness of factual or scientific assumptions, studies or conclusions, the defamatory nature of statements, ownership of copyright or other intellectual property rights, and the violation of property, privacy, or personal rights of others. The CFA Society New York is not responsible for, and expressly disclaims all liability for, damages of any kind arising out of use, reference to, or reliance on such information. No guarantees or warranties, including (but not limited to) any express or implied warranties of merchantability or fitness for a particular use or purpose, are made by CFA Society New York with respect to such information. CFA Society New York does not endorse, approve, or certify such information, nor does it guarantee the accuracy, completeness, efficacy, timeliness, or correct sequencing of such information. All presentations represent the opinions of the presenters and do not represent the position or the opinion of CFA Society New York or its members. Reference by the presenters to any specific commercial product, process or service by trade name, trademark, service mark, manufacturer, and corporation or otherwise does not constitute or imply endorsement, recommendation, or favoring by CFA Society New York.

CFA Society New York strives to be a community for diverse opinions and differing perspectives, and the views and opinions expressed by speakers, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York.

CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.

Inclement weather

CFANY reserves the right to cancel or reschedule all in-person events within 48 hours when inclement weather has been forecasted and travel is restricted by city officials.  The program may also be produced solely via livestream in such circumstances.  Please note the cancellation policy regarding refunds and substitutions.

Refunds, Cancellations, and Substitutions

  • 72 HOURS ADVANCED NOTICE OR MORE:
    • Full refund issued
  • WITHIN 48 HOURS OR AFTER EVENT HAS STARTED:
    • No refund

All requests for cancellation or refunds must be sent to cfanyevents@cfany.org.

More

CFA Society New York, Inc. (“CFA NY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFA NY seeks to present accurate and reliable information, CFA Society New York does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFA Society New York has no duty to update and maintain the information, reports, or statements made during events.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you.

None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund.