Event Profile

CAIA Dallas Educational Luncheon - Factor Exposure Analysis for Portfolio Construction

Date(s):
February 27, 2018
Note:
All times listed are in local time
Venue:
Del Frisco's Grille
3232 McKinney Ave
Dallas, TX 75204 
Fee(s):
Free Event
Description:
CAIA Dallas Educational Luncheon
Factor Exposure Analysis for Portfolio Construction 
 
Join CAIA Dallas for our upcoming Educational Luncheon on factor robustness, valuations, and implementation considerations for equity portfolio construction. This topic will be presented by Brandon Kunz, Senior Vice President, Multi-Asset Strategies Research Affiliates.


This event is complimentary. As there is a limited capacity for the event we ask that you please register as early as possible to reserve your spot.
 
Date and Time
Tuesday, February 27, 2018
12:00 PM to 2:00 PM CDT

Location
Del Frisco's Grille
3232 McKinney Ave
Dallas, TX 75204

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Del Frisco's Grille
Brandon Kunz
Job Title: Senior Vice President, Multi-Asset Strategies
Organization: Research Affiliates


Brandon Kunz is responsible for external communication of Research Affiliates’ insights and products, with an emphasis on multi-asset solutions. In this role, he is responsible for managing Research Affiliates’ multi-asset partnerships with key affiliates, which includes regular interaction with portfolio managers, product strategists, and client facing professionals. This role also entails working closely with Research Affiliates’ Asset Allocation, Macro Research, and Product Management teams to address market feedback. Previously, he was a portfolio specialist and director of business development at Dorchester Capital, a fund-of-hedge-funds manager. In this role, he developed a global tactical asset allocation (GTAA) model suite providing systematic asset class forecasts to aid in asset deployment. Prior to working for Dorchester, Brandon was a portfolio manager of the flagship GTAA overlay at the Teacher Retirement System of Texas. Brandon holds an undergraduate degree from the Marriott School of Management at Brigham Young University and an MBA from the Eller College of Management at the University of Arizona.