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Deconstructing the Drivers of Asset Allocation
Joe Ramos, Director, Portfolio Manager, and
Ronald Temple, CFA; Managing Director, Portfolio Manager
Lazard Asset Management
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This event is closed for registration
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| Date: |
3/23/10 |
| 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.
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| 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 |
| Address: |
820 Fourth Avenue, Seattle
(Fourth & University) |
| Dress Code: |
Business casual, no denim please. |
| Event Description: |
Conflicting economic and market indicators challenge the most astute investors today. The complex relationships between inflation/deflation, volatility & government intervention -- and their investment implications -- are top of mind for Lazard portfolio managers. Please join Ron Temple (PM US Equity & Co-Director of Research)and Joe Ramos (PM US Fixed Income) to discuss the developing framework(s) for asset allocation decisions.
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| Other Information: |
About Speakers: Joe Ramos is the lead Portfolio Manager/Analyst on the U.S. Fixed Income team. He began working in the investment industry in 1978. Prior to joining Lazard in 2006, Joe was the Chief Investment Officer of Ambac Financial Group, Inc., where he was responsible for the oversight and management of Ambac's investment strategies. Previously, Joe was a member at E.H. Capital Group, LLC, a Senior Vice President and Portfolio Manager at Lazard Asset Management, a First Vice President and Senior Portfolio Manager at Lehman Management Co., and a Senior Analyst in the Lehman Brothers Kuhn Loeb Fixed Income Research Department. He has a BS from New York University.
Ronald Temple is a Portfolio Manager/Analyst on the U.S. Strategic Equity, U.S. Equity Select and U.S. Equity Value portfolio teams. He is also Co-Director of Research for Lazard's Global Research Platform and has primary research coverage of the Financials sector. Ron has been a leading authority on the mortgage and credit crisis. He joined Lazard in 2001 with ten years of global experience including fixed income derivative trading, risk management, corporate finance and corporate strategy in roles at Deutsche Bank AG, Bank of America NT & SA and Fleet Financial Group in London, New York, Singapore, San Francisco and Boston. Ron has an MPP from Harvard University and graduated magna cum laude with a BA in Economics & Public Policy from Duke University. Ron serves as a trustee of the Link Community School in Newark, New Jersey and is a member of the Trinity Board of Visitors at Duke University.
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| 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 03/23/10 link below, or contact the CFA Seattle office at info@cfaseattle.org.
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