Enhancing Long-Term Capital Growth Through Risk Efficiency
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When: Thursday, March 24, 2016
12:00 PM to 1:30 PM
Where: CFA Classroom
235 Montgomery Street
San Francisco, California  94104
United States
Contact: Ameeta

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Enhancing Long-Term Capital Growth through Risk Efficiency

As investors struggle to find reliable sources of growth in a turbulent market environment, it will be critical to make risk work harder – and more efficiently – in investment portfolios.

With the tremendous recent growth of multi-factor strategies, Lattice Strategies’ Ted Lucas will delve deeply into a discussion of multi-factor investing, varying factor combination approaches, and methodologies that unintentionally create factor conflict.

He will then discuss the need to evaluate an equity portfolio for its ability to play both “offense”(return-enhancing factor-exposures and fundamental characteristics)  and “defense” (diversification and avoiding unrewarded risks).  In this session, Lattice will introduce an innovative way to analyze the risk efficiency of a portfolio with its new RiskGenetix visual framework.


About our Speaker: 

Ted Lucas- Lattice Strategies 

Mr. Lucas founded Lattice Strategies and leads the firm’s overall business as Managing Partner and Chairman of the Management Committee. He also chairs the firm’s Investment Committee, where he provides leadership and hands-on guidance to Lattice’s investment and research team. Prior to founding Lattice Strategies, Mr. Lucas served as Managing Director of MCP Chess Group LLC, an investment group based in San Francisco and served on the Board of Directors of Chess Venture Partners, a private investment firm focused on financial services and financial technology companies. He was formerly a Director of Mint Investment Management LLC, an affiliate of Man Group PLC specializing in multi-asset class strategies in the equity, fixed-income, currency, and commodity markets. Previously, Mr. Lucas was Head of U.S. Strategy for Barclays Capital. Mr. Lucas holds a BA from Gordon College and has been in the investment management industry since 1991.


Members: $25
Non-members:  $40


Date, Time + Location  

Thursday, March 24th 

Noon - 1:30 - Lunch included  

CFA Classroom - 6th Floor
235 Montgomery Street,  
San Francisco, CA 94104
United States



Cancellation Policy
Please contact ameeta@cfa-sf.org with at least 24 hours notice to receive a full refund.

235 Montgomery Street, Suite 725 | San Francisco, CA 94104 | P: 415.814.7900 | E: info@cfa-sf.org

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