Event Details

Feature Image

Disruptive Smart Beta: A Guide to the Canadian Ascent

Start: Nov 14, 2019 , 8:00 AM
End: Nov 15, 2019 , 4:00 PM

Chateau Lake Louise, Alberta

111 Lake Louise Dr, Lake Louise, AB T0L 1E0

SmartBe Wealth is bringing together thought leaders in quantitative finance from academia and industry to guide you through the nuances of adopting Smart Beta solutions.

This conference will provide insight into how computers are changing the world investing and the growth of rules-based, multi factor and actively traded products.

“Smart beta products are a disruptive financial innovation with the potential to significantly affect the business of traditional active management - The managers who offer a mix of smart beta and pure alpha at fees too high for the mix face more than a dilemma: They face extinction.”

Asset Managers Dilemma CFA Society – Financial Analysts Journal 2016

Why Attend:

  1. Learn about factors from leading academics and practitioners
  2. Differentiate your business using smart beta messaging
  3. Get up to date on the latest innovations and research in quantitative investing

Who should Attend:

  1. Advisors & portfolio managers
  2. Research analysts
  3. Industry experts

SmartBe Advanced Education//Quantitative Investing

Thursday November 14, 2019

Morning Session Topics Speakers
8:00 Opening Remarks Rod Heard & Art Johnson
8:30 Quant Mechanics: A look under the hood of strategies and how to articulate them to your clients. Jack Vogel
9:30 Break
9:45 Is the Value factor dead? How are factors different in Canada versus other geographies? What factors are Us institutional investors using and why? Tommi Johnsen
10:45 The history of limited liability companies & how it has changed the history of business Ari Pandes
11:35-2:30 Lunch & Outdoor Activity
Afternoon Session
2:30 Why now is the time for machine learning Steve Young & Peter White
3:30 Breaking away from herd: Investing with conviction Wesley Gray
5:45 Cocktail Reception
6:30 Dinner

Friday November 15, 2019

Morning Session Topic Speakers
8:00 Strategies to stay nimble as the financial industry transforms Rod Heard
8:45 How trend-following helps the entirety of your investment journey Corey Hoffstein
9:45 Break
10:00 The worst of both world's: Dual registered investment advisors Nicole Boyson
11:00 Fixed income, monetary policy & deflation Meb Faber
12:00 Lunch
Afternoon Session
12:45 SBEA: Benefits & trade-offs Art Johnson
1:30 Academic round table: Audience Q&A Wes, Meb, Corey & Jack
2:30 Closing remarks


jack vogel photo.png jack vogel_bluephoto.png
Dr. Jack Vogel
CIO & CFO, Alpha Architect
Wes_Large_edited.png Wes_Large_blue.png
Dr. Wesley Gray
CEO, Alpha Architect
tommi_website_C.png tommi_website_b.png
Dr. Tommi Johnsen
Former Director, Reiman Scholl of Finance
Corey H.png Corey H_blue.png
Corey Hoffstein
CIO, Newfound Research
Boyson Head Shot.png Nicole_blue.png
Nicole Boyson
Professor, D’Amore-McKim School of Business
meb-headshot.png meb-blue.jpg
Meb Faber
Co-founder & CIO, Cambria Investment Management
Ari Pandes photo.png Ari Pandes blue.png
Dr. Ari Pandes
Associate Professor, Finance & Area Chair, Haskayne School of Business
Clip_Group.png Clip_Group (8).png
Rod Heard
Co-Founder & CEO SmartBe Wealth
Clip_Group (1).png Clip_Group (9).png
Art Johnson
Co-Founder & CIO SmartBe Wealth
Steven Young photo.png Steven Young_blue.png
Steven Young
Senior Quantitative Software Engineer, ENJINE


Documents associated with this event are password protected.