Active Management: Skill versus Luck

This is a summary of a panel discussion from the MMI 2013 Spring Convention held in NYC on April 22-24. Moderator: John Thompson, Partner, Head of Investment Solutions, Hewitt EnnisKnupp Panelists: Ed Foley, Director, Dimensional Fund Advisors Brian Hansen, President & COO, Confluence Investment Management Robert G. Smith, President & CIO, Sage Advisory Services According […]

Beyond the Style Box: SMAs and Model Portfolios

This is a summary of a panel discussion from the MMI 2013 Spring Convention held in NYC on April 22-24. Moderator: Mark Thomas, SVP, Head of Managed Accounts, PIMCO Panelists: Brian Bono, Chief Investment Strategist, Investment Strategy Unit, SEI Investment Company Russell W. Tipper, Director, Head of Third Party Platforms, Merrill Lynch Fred Gaskin, Managing […]

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