Downtown Luncheon: Active and Passive: Interplay and Outlook 

The growth of indexed assets has been one of the most significant developments in modern financial history. Starting with cap-weighted indices designed to replicate an asset class, passive vehicles have extended their reach into more specialized factor and thematic applications. Moreover, analysis of indices can be useful even for investors who are primarily interested in active strategies.

Our speaker for this event is Craig J. Lazzara, CFA. Craig is a Managing Director in the Core Product Management group at S&P Dow Jones Indices (S&P DJI). His responsibilities focus on providing thought leadership and educational outreach for S&P DJI’s core, alternative beta, and style indices globally.

Prior to assuming his current role, Craig founded the Index Investment Strategy team, which provides research and commentary across the S&P DJI product set, with particular emphasis on the active vs. passive debate, factor indices, and index dynamics. He previously served as product manager for S&P DJI’s U.S. equity and real estate indices. These include the S&P 500® and the S&P CoreLogic Case-Shiller Home Price Indices, two of the most widely tracked benchmarks in the world. A Chartered Financial Analyst, Craig is a graduate of Princeton University and Harvard Business School.

Registration:

CFAP Members: $35.00

Non-Members: $50.00

Students: $35.00