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8:00 AM
Registration & Continental Breakfast
8:40 AM
Welcoming Remarks

Andy Melvin

Managing Director
Information Management Network

Josh Brown

Chief Executive Officer
Ritholtz Wealth Management
8:50 AM
The Death of the 60/40 Portfolio (Again)

Over the last few decades, there have been numerous calls for the death of simple investing strategies. Today’s valuations and interest rate conditions are bringing this debate back to the fore once again. Investors are being told that low to negative returns are a given by some of the most well-known money managers in the world. Are the naysayers finally going to be right?

Morgan Housel

Partner
The Collaborative Fund

Dan Egan

Director of Behavioral Finance and Investments
Betterment

Larry Swedroe

Director of Research, Board of Managers and Lead Director
The Buckingham Family of Financial Services

Andrew Chanin

Chief Executive Officer
PureFunds

Greg Collett

Director of Investment Products
World Gold Council
9:45 AM
Keynote Presentation followed by Fireside Chat

Charles Ellis

Founder
Greenwich Associates

Barry Ritholtz

Chairman and Chief Investment Officer
Ritholtz Wealth Management
10:35 AM
Networking Refreshment Break
11:05 AM
The Role of Systematic Alternative Strategies

Alternative strategies like managed futures, arbitrage, unconstrained fixed income, long-short equity and market neutral are among the hottest areas of asset management right now. Investors have more options than ever before to use strategies and fund structures that are outside of the traditional realm of stocks and bonds. For advisors and allocators, the question is whether there is room for systematically-driven alternatives in an evidence-based portfolio.

Michael Santoli

Senior Markets Commentator
CNBC

Wesley Gray

CEO
Alpha Architect

Mebane Faber

Chief Investment Officer
Cambria Investments

John Rekenthaler

Vice President, Research & New Products
Morningstar
11:55 AM
Organizational Alpha

Traditional alpha is becoming a scarce resource in the increasingly competitive investment landscape. To create a successful investment program you first have to get the correct people, processes and policies in place. How you structure your organization and your decision-making process will have a much larger impact on investment performance than picking the best money managers.

Ben Carlson

Director of Institutional Asset Management
Ritholtz Wealth Management

John Bowman

Managing Director of the Americas
CFA Institute

Blair duQuesnay

Principal & CIO
ThirtyNorth Investments

Tom Brakke

CFA
tjb research
12:45 PM
Networking Luncheon Sponsored By:

1:45 PM
The Business Side of Quantitative

ETFs, separately managed accounts, mutual funds, liquid alts - it seems there are many ways to deliver a quantitative or evidence-based solution to investors these days. This panel will explore the benefits, drawbacks and opportunities for professional managers and their clients. On this panel, our experts will consider the challenges of software implementation, compliance costs and marketing tactics, all while relaying specific examples of what is working in the field.

Tadas Viskanta

Founder and Editor
Abnormal Returns

Paul Hickey

Co Founder
Bespoke Investment Group

Corey Hoffstein

Co-Founder & Chief Investment Officer
Newfound Research

Mike Philbrick

President
ReSolve Asset Management
2:20 PM
Red Flags - Using Evidence to Avoid Major Investing Mistakes

Sometimes the best investments are those we avoid making. Top experts in quantitative quality screening and forensic analysis of source materials explain how they deliver market-beating returns by omission of dangerous holdings.  

Linette Lopez

Finance Correspondent
Business Insider

Jim Chanos

President & Founder
Kynikos Associates

Patrick O'Shaughnessy

‎Portfolio Manager
O'Shaughnessy Asset Management
3:05 PM
Keynote Address

F. William McNabb III

Chairman & Chief Executive Officer
Vanguard

Barry Ritholtz

Chairman and Chief Investment Officer
Ritholtz Wealth Management
3:55 PM
Networking Refreshment Break
4:10 PM
Smart Beta Bubble or Factor Investing Renaissance?

It has been estimated that smart beta products now make up almost a third of all ETF assets and factor investing is on every fund company’s agenda. Are we expecting too much from these strategies? Will their popularity lead to lower returns going forward? Will flows into these new funds alter the way these risk factors have performed in the past? The major opportunity in this space is the dawning awareness among investors large and small that there is a systematic approach available for those who want to emphasize the factors that win. The challenge going forward will be differentiation in a field growing more crowded and the need for solid execution for a real product that lives outside the spreadsheet.

Eric Balchunas

Senior ETF Analyst
Bloomberg

Tobias Carlisle

Partner
Carbon Beach Asset Management

Jim O'Shaughnessy

Chairman & Chief Executive Officer
O'Shaughnessy Capital Management

David Mazza

Head of ETF Research
State Street Global Advisors
4:50 PM
Asset Allocators and Evidence-Based Investing

Every investment philosophy or strategy runs into difficulty at some point. How do allocators deal with these inevitable periods of underperformance when time horizons seem to be getting shorter and shorter? And how can allocators utilize an evidence-based approach in an interest rate environment that is increasingly looking like nothing we’ve ever seen before?

Ben Carlson

Director of Institutional Asset Management
Ritholtz Wealth Management

Chris Kohler

Prinicipal and Director of Client Consulting
Mercer Investment Consulting LLC

Antonio Rodriguez

Senior Pensions & Investments Officer
NYC Mayor’s Office of Pensions & Investments

Kushal Gupta

Senior Quantitative Analyst / Portfolio Manager
Tennessee Consolidated Retirement System
5:30 PM
The Limitations of Evidence

Evidence-based investing requires that investors look at the facts to make high probability portfolio decisions. But at what point does it make sense for investors to ignore the historical evidence that the markets have presented us? What are some of the limitations with historical data that investment professionals look at so closely? When does it make sense to ignore an investment strategy or signal that has worked well in the past?

Anora Mahmudova

Markets Reporter
MarketWatch

Apollo Lupescu

Vice President
Dimensional Fund Advisors

Clare Flynn Levy

Founder & CEO
Essentia Analytics

Jeremy Schwartz

Director of Research
WisdomTree Asset Management
6:10 PM
Networking Cocktail Reception

Join us for a well-deserved libation at our conference after party at Stout NYC. The Evidence-Based Investing delegation will be on the upper level at 60 East 41st Street. We look forward to seeing you there!

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