Please join CFA Columbus in welcoming Mr. Steve Lipper, CFA, Sr. Investment Strategist of Royce & Associates as our guest speaker.
Mr. Lipper will discuss the spectrum of value investing: from deep-value to quality-value, through his lens as a small-cap specialist. Mr. Lipper will share why these approaches have been successful over long periods of time, as well as during which regimes each approach has tended to have strong or weak relative performance compared to passive investing. Additionally, Mr. Lipper will share Royce's outlook for the U.S. small-cap asset class and introduce the international small-cap asset class, an area where he sees considerable opportunity.
Steven Lipper, CFA - Senior Investment Strategist, Managing Director, & President, RFS
Steve oversees the production of published research at Royce, including research on the small-cap asset class and Royce's investment strategies. In addition, Steve represents all investment strategies to Royce clients and prospects, including institutional consultants, analysts, financial advisors and the media.
Steve Lipper joined Royce in 2014. He has 34 years of investment industry experience. Prior to joining Royce & Associates in 2014, Mr. Lipper worked for Lord, Abbett & Co. from 2004-2014, serving most recently as a member of the Investment Committee where he was responsible for overseeing the Asset Allocation Strategy Funds. Prior to that, Mr. Lipper served as a Client Portfolio Manager for Lord Abbett, functioning as a liaison between the Med Cap Value, Small Cap Value, and Capital Structure portfolio management teams and clients and consultants. From 2001-2004, Mr. Lipper was Executive Vice President, Private Client Services at Reuters after working in various roles at Lipper Analytical Services from 1988-2001, including Senior Vice President and Analyst.
Mr. Lipper holds a bachelor's degree in Economics from the Wharton School of Business at the University of Pennsylvania. He is a Charter Financial Analyst (CFA).
RSVP's due by COB Friday, September 13, 2019.