Jamie Wise | Founder
BUZZ Indexes

Jamie Wise, Founder, BUZZ Indexes

Jamie Wise is the Founder of BUZZ Indexes and the President and Chief Executive Officer of Periscope Capital, a Toronto-based hedge fund manager. BUZZ Indexes creates and maintains proprietary quantitative index and portfolio strategies based on Big Data analytics models. Established in 2009, Periscope Capital is an alternative investment asset manager focused on cross-asset arbitrage strategies. Previously, Mr. Wise was a managing director at Moore Capital Advisors Canada and a Managing Director and Portfolio Manager at the Bank of Montreal where he led an internal proprietary trading group. Mr. Wise has appeared on CNBC, BNN and regularly contributes to various podcasts and blog posts. He has been quoted in the Wall Street Journal, Bloomberg, MarketWatch and across leading ETF industry journals. Mr. Wise has an undergraduate business degree (hons.); graduating first in his class from the Ivey School of Business at the University of Western Ontario and holds a Chartered Financial Analyst (CFA) designation.

Appearances:



Day 1 @ 13:30

Passive aggressive – what’s next for active management as investors continue flocking to ETFs & index funds?

  • Cost factor – should the timeless passive vs. active debate be recast as high vs. low-cost investing?
  • Compensation structure – is the 2 & 20 fee structure officially extinct?  What other viable compensation structures could replace it? 
  • Regulation & consolidation – should we expect margin compression and increasing regulatory burdens to bring more consolidation to the asset management industry?
  • Passive investing bubble? Are falling correlations between assets an early indicator of an imminent passive investing bubble bursting? Will such a bubble ultimately create a fertile environment for an active management comeback? 
  • Dead, dying or evolving? Have robo-advisors, smart beta funds and other FinTech/InvestTech innovations already sounded the death knell for traditional forms of active management? If so, how will active management be defined in the future? Will the systematic methods employed by quants evolve to replace the elements of human intuition? 

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