Passive aggressive – what’s next for active management amidst the seismic investor shift into ETFs & index funds?
Quant World & Big Data in Finance
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?
Joe Rosen / Passive aggressive – what’s next for active management amidst the seismic investor shift into ETFs & index funds?
Joe Rosen, Head of Capital Markets, Extraordinary Re
Joe Rosen is a leader in the electronic trading industry. He has nearly 30 years of experience as an exchange executive, advisor, CIO, quant, developer, author and lecturer.Currently, Rosen serves as chief marketing officer and head of capital markets at Extraordinary Re [!Re], an InsurTech that...
Ray Carroll / Passive aggressive – what’s next for active management amidst the seismic investor shift into ETFs & index funds?
Ray Carroll, Managing Partner & Chief Investment Officer, Breton Hill Capital
As Chief Executive Officer at Breton Hill Capital, Ray is ultimately responsible for fund performance, investment decisions, and risk management. Ray also chairs the Management Committee and sets the strategic direction of the firm. He co-founded Breton Hill Capital in 2011 in a groundbreaking...