Appearance: Research Affiliates Advisor Symposium, March 14th

When they offered me a slot speaking at the first ever Research Affiliates Advisor Symposium, I jumped at the chance. Rob Arnott and Co have been extremely influential on our investment philosophy – Rob was very early to the factor investing strategy and is one of the most important pioneers of the fundamentally weighted index concept. The lineup looks like it’s going to spectacular, and there are worse places to be in late winter than Newport Beach 🙂

If you’re an RIA person and want to learn a thing or two, you should probably get out there for this. Registration details after this hype video (I have a line or two):

Advisors, register here:

Advisor Symposium (Research Affiliates)