CFA Conference: Post Compendium

CFAI have been live-blogging at the 67th CFA Institute Annual Conference here in Seattle. As before, I have been very gratified at the kind reception they have received. This post will act as a compendium of these posts so that you may find them in one convenient location. Links to the posts are provided below, with the most recent listed first.


CFA Conference: Jeffrey C. Scott

CFAOptimization, Valuation, Diversification, and Risk in Constructing Global Portfolios

Moderated by Harin de Silva, CFA, Analytic Investors, LLC

Jeffrey C. Scott, CFA, is chief investment officer at Wurts & Associates, where he is also head of the firm’s discretionary asset management division. Previously, he served as chief investment officer at the Alaska Permanent Fund, where he led the fund in adopting a risk-factor approach to asset allocation and in developing a risk-based investment policy. Institutional Investor awarded Mr. Scott the 2011 Outstanding Industry Contribution Award for the hedge fund industry. He has also worked as an assistant treasurer at Microsoft Corporation. Mr. Scott is a member of the long-term investor council of the World Economic Forum and served as a visiting scholar for Stanford University’s Collaboratory for Research on Global Projects. He holds a bachelor’s degree in finance from the University of Idaho and an MBA from Central Michigan University.

Key questions:

  • “Allocating to risks” and positioning client portfolios to weather an uncertain macro environment
  • Stress testing portfolios and enhancing diversification based on economic regimes
  • Improving governance, manager selection, and perspectives on risk

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