Economic Regimes' Impact on Quantitative Factor Validity
Carson Boneck, CFA
Managing Director
Capital IQ SystematIQ
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This event is closed for registration
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| Date: |
3/11/10 |
| Time: |
1:00 PM |
| Member Cost: |
$10.00 |
| Nonmember Cost: |
$25.00 |
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Cost includes lunch, handouts, and 1 hour of CE credits. |
| Refund Policy: |
Refund policy: Registration ceases four business days prior to the event, to facilitate food and event planning. To cancel with refund before this date, please contact the society office at info@cfaseattle.org or 206-304-5053. |
| Location: |
The Rainier Club
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| Address: |
820 Fourth Avenue, Seattle
(Fourth & University) |
| Dress Code: |
Business casual, no denim please. |
| Event Description: |
| In this informative presentation, Mr. Boneck will share the results from SystematIQ's exhaustive performance study of over 500 stock selection signals and the impact of macro-economic regimes on factor performance and how portfolio managers can incorporate this information into their existing strategies. |
| Other Information: |
| Mr. Boneck is managing director of SystematIQ, an institutional quantitative research group from Capital IQ which specializes in uncovering new anomalies and differentiated stock selection strategies that investors can exploit to outperform the market. Previously, he was a director and senior quantitative analyst at Quantitative Services Group and a quantitative analyst at Schwab Soundview Capital Markets and its predecessor firm, where he constructed stock selection models used by more than 100 institutional investment managers. Mr. Boneck began his career in investment management as a manager of a boutique investment consultancy which performed third-party equity valuation for investment banks, investment managers, and Fortune 100 companies. He serves as chairman of the Candidate Services Advisory Group of the CFA Society of Chicago. Mr. Boneck holds a BA degree in finance, international business, and Spanish from Indiana University. |
| Comments: |
This event qualifies for 1 hour toward CFA Institute's Continuing Education Program. The CFA Society of Seattle is proud to be an Approved Provider for CFA Institute's Continuing Program. As a benefit to our members, CFA-Seattle will log this credit in the CE Diary for members who pre-registered for and attend this event. For more information please contact info@cfaseattle.org.
To register for this program, please go to Future Events webpage or click on the 03/11/10 link below, or contact the CFA Seattle office at info@cfaseattle.org.
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