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Sustainability and Low Volatility Equity Strategies

April 04, 2012
12:00 PM - 2:00 PM
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The Buckhead Club
3344 Peachtree Rd. NE - 26th Floor
Atlanta, GA 30326
Directions
Dan diBartolomeo is President and founder of Northfield Information Services, Inc., based in Boston. Since 1986, Northfield has developed quantitative models of financial markets. The firm’s clients include nearly three hundred financial institutions in a dozen countries.
Mr. diBartolomeo has written extensively for the CFA Research Foundation. This work includes “The Risk of Equity Securities and Portfolios” published in Equity Specialization Program Readings 1997 and a new wealth management textbook Investment Management for Private, Taxable Wealth (with Jarrod Wilcox and Jeffrey Horvitz). He also provided a chapter on asset allocation for high-net worth individuals for CFA’s recent book, Global Perspectives on Investment Management.
Low volatility equity strategies: passive investments in low-risk, low-volatility equity securities produce superior compound rates of return.
Future Meetings
Annual Meeting Part One: Official Business|Members Only
Cobb Energy Performing Arts Centre
2800 Cobb Galleria Parkway
Atlanta, GA 30339
Annual Meeting Part Two: Keynote Rick Rieder, Chief Investment Officer of Global Fixed Income, BlackRock
Cobb Energy Performing Arts Centre
2800 Cobb Galleria Parkway
Atlanta, GA 30339
Annual Member Appreciation Networking Social
Tesserae Rooftop Lounge
415 East Paces Ferry Rd NE
Atlanta, GA 30305
Sponsor Webinar Series: Understanding ETFs: Market Overview, Trading Best Practices and The Next Generation of Multi-Share Class ETFs
Webinar details will be included in your registration confirmation
Bourbon Tasting with the Bourbon Whisperer
The Buckhead Club
3344 Peachtree RD NE | 26th Floor
Atlanta, GA 30326
Member Community Book Club
SCS Financial
3333 Riverwood Parkway | 1st Floor Conference Room
Atlanta, GA 30339
Annual Holiday Networking Social
Porsche Experience Center Atlanta
One Porsche Drive
Atlanta, GA 30354