March 2020 Main Event

How To Avoid Fixed Income Deterioration Fixed income investors, whether retired or not, have mutated the rules. Some say that dividend paying stocks are now the new bond surrogate. Untrue. There are work-arounds in Bondland that Marilyn will share in plain English. Plus she will discuss the perils and pitfalls many investors are now reading about such as cyberattacks on municipalities, sale of water and sewer systems to plug unfunded pension gaps, and others. You Will Learn:
  • What and where the sink-holes are in Bondland
  • How to circumvent them
  • Actionable recommendations of specific bonds
Download the pdf presentation here.
Marilyn Cohen, Founder and CEO, Envision Capital ManagementMarilyn Cohen is one of the country’s top bond managers. She began her financial career as a securities analyst at William O’Neil & Co. She later moved into bond brokerage at Cantor Fitzgerald Inc. She founded Envision Capital Management, where she is CEO, 24 years ago. Her company specializes in managing bond portfolios for individuals. Cohen writes the bond column appearing in Forbes magazine and has authored five books that teach individuals how to profitably invest in bonds. Cohen is a popular guest on CNBC, FOX Business News, PBS and each of the major broadcast networks.
Factor Investing is Simple, but Not Easy "Factor investing is simple, but not easy" is a presentation on the foundations of factor investing. Attendees will learn what factor investing is, why factor investing works, and how portfolio construction affects factor investing portfolios. Attendees will walk away with a basic understanding of the costs and benefits of factor investing. You Will Learn:
  • How to describe factor investing.
  • Understand why factor investing works.
  • Understand how portfolio construction affects factor investing portfolios.
Download the pdf presentation here.
Wesley R. Gray, Ph.D. , CEO and CIO, Alpha Architect LLC After serving as a captain in the U.S. Marine Corps, Wesley Gray received a Ph.D. from the University of Chicago, then was a finance professor at Drexel University. Gray’s interest in entrepreneurship and behavioral finance led him to found Alpha Architect, a manager of exchange-traded-funds. Gray has published four books: “Embedded: A Marine Corps Adviser Inside the Iraqi Army” (Naval Institute Press, 2009), “Quantitative Value: A Practitioner’s Guide to Automating Intelligent Investment” (Wiley, 2012) and “DIY Financial Advisor: A Simple Solution to Build and Protect Your Wealth” (Wiley, 2015).