Upcoming Events

Upcoming events

    • 13 Dec 2018
    • 11:30 AM - 1:00 PM
    • Phoenix Country Club (at 7th Street and Thomas)
    Register

    Indexing: The Truth About Its Size and Impact

    Indexing has become an undeniable force in the investment world.  Indexing's rise didn't happen by accident: its low costs and long-term performance make a strong investment case for the strategy.  As investors continue to adopt indexing, pundits increasingly raise skepticism about the strategy and its impact on the markets. 

    Perhaps due to its success, some argue that indexing hurts price discovery, stifles competition, and leads to higher volatility.  Vanguard will share insights into these issues and set the record straight about indexing, its size, and impact.  


    Event Details

    When:

    Thursday, December 13, 2018

    11:30am to 1:00pm

     

    Where:

    Phoenix Country Club

    2901 N. 7th Street

    Phoenix, AZ 85014

     

    (Don't forget that if you are a member, you can invite colleagues from outside your organization to our event for free with your paid registration.  Just email us with your guest name, company and email address to Matt Bradford at mjb15@ntrs.com


    About Brian J. Scott, CFA

    Brian is a senior investment analyst in Vanguard Investment Strategy Group.  He is a member of the group responsible for capital markets research, the asset allocations used in Vanguard's fund-of-fund solutions, such as Target Retirement Funds, as well as maintaining and enhancing the investment methodology used for advice-based relationships with high-net-worth and institutional clients.  Previously, Mr. Scott served as a senior investment analyst in Vanguard Portfolio Review Department, where he was responsible for engaging with the institutional and advisory clients of Vanguard funds and contributed to the oversight of the managers of the funds.  Mr. Scott has more than 16 years of experience in the investment management industry and holds the Chartered Financial Analyst certification.  Mr. Scott earned a bachelor's degree from Boston College and an M.B.A. from The Pennsylvania State University.  


    The statements and materials presented at WP&BC Phoenix Chapter events are solely the opinions of the speakers and do not represent the opinions or positions of WP&BC Phoenix Chapter. In addition, WP&BC Phoenix Chapter assumes no responsibility for the content or accuracy of the statements and materials presented by speakers at WP&BC Phoenix Chapter events

Refund Policy

A refund is provided for a meeting reservation that is cancelled more than 72 hours before the reservation deadline for the event.  Therefore if the event is scheduled for 11:30am on January 21st you have until 11:30am on January 18th to cancel your reservation and receive a refund.  All paid events are transferable to another attendee for the same event.

Don't forget that if you are a member, you can invite colleagues from outside your organization to an upcoming lunch for free with your paid registration.  Its our way of saying thank you for encouraging others to join the WP&BC organization.


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