Join us for a stimulating discussion on how to avoid torpedos in your portfolio.
Investors spend a great deal of time and effort identifying asset classes and securities that they want to include in their portfolio but not enough attention is given to what investors should avoid or even short. In this current market enviroment there are hidden risks all around so investors should be especially concerned about downside risk. Our presenters will share their perspective about individual stocks as well as asset classes.
$10 - includes a drink ticket
Registration will close at noon on 4/25. You may register at the door with cash or check.
6:00 PM-6:30 PM: Welcome Reception
6:30 PM-8:00 PM: Presentation
Greg Forsyth (Panelist)
Founder and President, Revelation Investment Research
Greg Forsythe is founder and President of Revelation Investment Research, a boutique equity research firm specializing in providing downside risk avoidance tools for institutional investors.
Greg started his investment career at Zacks Investment Research in 1986. In 1991, Greg co-founded Chicago Investment Analytics, an early pioneer in quantitative equity research. CIA was the industry's largest provider of stock selection models to institutional investors before being acquired by Charles Schwab in 2000 to help jumpstart Schwab's evolution into a full-service advice provider. From 2000 – 2013, Greg served as Schwab's Director of Global Equity Research. His team created the Schwab Equity Ratings that are used for buy/hold/sell advice by Schwab's investment representatives, self-directed clients, and actively managed equity mutual funds.
Greg co-founded the Chicago Quantitative Alliance in 1993 and continues to serve on its Board of Directors. He also served on the editorial board of the Journal of Behavioral Finance for many years. Greg received an MBA in Finance from the University of Chicago and a BS in Industrial Engineering from Purdue University.
Edouard Senechal (Panelist)
Research Analyst, William Blair
Edouard Senechal is a research analyst on the Dynamic Allocation Strategies team. In this role, Edouard focuses on valuation research and risk management. Before joining William Blair in 2011, he was responsible for quantitative investment research and risk management at Singer Partners, LLC. Edouard is the former executive director and senior risk manager of UBS Global Asset Management Americas. At UBS, Edouard also managed a quantitative research group focused on external manager research and was in charge of implementing portable alpha solutions. Before UBS, he served as a senior consultant for applied research at Barra. He has authored a number of publications and is also the current chair of the CFA Institute Standard of Practice Council. Education: B.A., economics, Dauphine University; M.B.A., University of Chicago's Booth School of Business.