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Rethinking Due Diligence and Manager Selection

Due diligence in manager selection has become too much of a standardized documentation process. It should be an investigative discovery process. Rather than focusing on past performance of individual managers, the focus in due diligence should be on the defining characteristics of the investment management organizations where the managers work. In the long run, organizational structure, not past performance, is likely to drive future performance.

Join us as we explore the challenges in performing proper due diligence with Tom Brakke, CFA.

About the Evening
Join us for cocktails with one of the best views of Tampa. That's followed by a delicious meal with great dinner conversation.

Who Should Attend
All financial professionals who want develop a fuller understanding of how this important decision making process impacts organizational structure and possible future performance.

Cost
This meeting is FREE for members and associates of CFA Society Tampa Bay (part of the CFA Passport Program). $50 for non-CFA Society members. $30 for CFA Registered Candidates and Students.

Parking Information
Park in the Old Fort Brooke Municipal Garage (corner of Whiting and Franklin) On the third floor of the parking garage, take the walkway to One Tampa City Center.

5:15 pm - Networking and Cash Bar
6:00 pm - Dinner and Program
7:30 pm - Meeting Concludes

Thursday, May 2, 2019
5:15 PM - 7:30 PM

Location

The University Club of Tampa
38th Floor
201 N Franklin St
Tampa   FL   33602-5190
(813)223-3737
FAX    (813)223-3576
Website for Location
Map for Location



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Non-Members: $50.00

CFA Registered Candidates: $30

`University Students: $25

Speaker Profiles

 


Tom J. Brakke, CFA
tjb research

Tom Brakke, CFA, is a consultant to investment organizations, including asset owners, asset managers, and advisory firms. He is the author of The Research Puzzle, a blog focused on investment decision making, as well as newsletters tailored for institutional asset owners and allocators involved in manager research.

Previously, Mr. Brakke served as an analyst, a portfolio manager, director of investment research, head of the new products group, and president of the alternative investment business at American Express Financial Advisors. He also served as a professional adviser at Carlson Funds Enterprise at the University of Minnesota’s Carlson School of Management. Mr. Brakke is the author of Letters to a Young Analyst and has written for a number of publications, including the Wall Street Journal, the Financial Times, and CFA Institute Magazine. He holds a BSB (bachelor of science in business) degree in management from the University of Minnesota.



Registration Fee
Member
No Charge
 
Non-Member
$50.00