Every which way you turn, there is change in our industry. Over the last year a group of industry experts collaborated to produce a collection of essays and writings that address these changes. The result? Investment Management: Meeting the Noble Challenges of Funding Pensions, Deficits and Growth. Published by John Wiley & Sons, Inc., it is available through Amazon.com at a significant discount from the list price.
We are proud to have contributed the chapter on Performance Attribution: The Attribution Challenge and honored to have been included among such an illustrious roster of academicians and leaders in our industry. We highly recommend the book as providing insight and food for thought for adapting to and succeeding in the “new normal” for the world of investment management.
On January 20, 2010, Ron recorded the webinar "The New Trust but Verify", sponsored by RIA Central. Replay of this presentation is now available from http://riacentral.fugent.com/vpvm/?ID=4BE7DB3D-9A3C-4D4A-8791-B6E883418648. Please note that the replay will require Internet Explorer and is about an hour in length.
Ron Surz is available to speak at conferences and other professional meetings. Click the following title to see and hear a sample presentation: Evolutionary Best Practices: Don't Feed the Lemmings.
Conference Schedule
For more conference detail, click the blue conference titles.
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March 9, 2010: The New Trust But Verify, and Target Date Funds, Seattle Analysts, Rainier Club, Seattle, WA. Presentation now available for downloading. |
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May 5, 2010: Fiduciary Duty in Target Date Fund Investing, Fi360, Orlando, FL |
| For more details, please e-mail Ron. |
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