We are excited to invite you to the upcoming chapter meeting at the Seattle Foundation in Westlake Center on Thursday, February 27th. Attendees will not only gain valuable knowledge from these two remarkable speakers but will also earn 2 Continuing Education (CE) credits. Additionally, you will be treated to breathtaking views of the expansive Puget Sound, making this an event you won't want to miss. Join us for an evening of learning and networking in a beautiful setting!
Agenda
- 8:15 - 8:40 I Check in & Breakfast Buffet
- 8:40 - 8:50 I Welcome Message from Seattle Foundation & FPA Announcements
- 8:50 I Sponsor Spotlight I Avantis Investors®
- 9:00 - 9:50 I Where Can Indexes and Factors Fall Short? (1 CE)
- 9:50 - 10:00 I Break
- 10:00 - 10:50 I Market Trends: Trends & Insights Affecting High Net Worth Individuals (1 CE)
Where Can Indexes and Factors Fall Short?
Eduardo Repetto, CIO I Avantis Investors®
Financial science and our understanding of what drives asset prices have evolved considerably. The implications on the financial services industry have also been significant, including the introduction of passive index funds, single-factor and multi-factor strategies. Recent studies have highlighted that the rise in indexing has been driven by asset class segment, or non-total market index funds. While index-based strategies offer transparency in exposures, any non-total market index involves active decision making in both design and ongoing execution. During this session we will: Examine some of the similarities and differences in how indices define asset classes and manage reconstitution; Contemplate whether factor-building has been overdone, and examine the risks of becoming too factor focused; Highlight some of the constraints these decisions can place on index trackers; and -Propose how a systematic approach can deliver benefits commonly associated with indexing while removing artificial constraints.
Topic II: Market Trends: Trends & Insights Affecting High Net Worth Individuals
Caleb Cohen I Chubb Insurance
This course discusses the risk and trends that are affecting high net-worth individuals as they consider their personal lines insurance program. It discusses how inflation impacts the insurance market and impacts loss trends. It reviews changes that are occurring in the marketplace relative to the P&C reinsurance market and capacity issues in coastal states. The course reviews weather trends and shows billion-dollar disasters. It reviews the changes in the collections markets and how boat sales are trending. It also discusses liability claim trends and the top risks high net-worth individuals face. Financial advisors can use this material to better understand the trends and impacts on their client’s insurance portfolios.
Meet the Speakers!
Eduardo Repetto
Prior to Avantis Investors' establishment in 2019, Eduardo was Co-Chief Executive Officer, Co-Chief Investment Officer and Director at Dimensional Fund Advisors LP ("DFA") until 2017. While at DFA, Eduardo provided oversight across the investment, client service, marketing, and operational functions of DFA and oversaw their day-to-day operations, directed the engineering and execution of investment portfolios and was involved in the design, development and delivery of research that informed the firm's investment approach as well as its application through portfolio management and trading. Dr. Repetto earned a Ph.D. degree in Aeronautics from the California Institute of Technology, an MSc degree in Engineering from Brown University, and a Diploma de Honor in Civil Engineering from the Universidad de Buenos Aires. Eduardo is a Trustee of the California Institute of Technology. He is the recipient of the William F. Ballhaus Prize from the California Institute of Technology for outstanding Doctoral Dissertation in Aeronautics and the Ernest E. Sechler Memorial Award for his teaching and research efforts.
Caleb Cohen
Caleb Cohen brings 23 years of experience in the insurance industry, with a extensive background in underwriting and sales leadership across commercial insurance and high-end personal lines. Caleb holds a Bachelor of Science in Business Management with a concentration on Risk Management and Insurance. Specializing in the Affluent Market, Caleb partners closely with local agents who specialize in working with successful families to provide personalized, effective solutions to protect assets and personal liability for their valued clients. Representing Chubb Insurance, Caleb collaborates with a global leader recognized for exceptional underwriting, outstanding claims service, and innovative solutions. Chubb’s reputation and resources enable Caleb to continue providing unparalleled service and delivering customized insurance solutions tailored to meet the highest standards.
