Do You Know What Risks Are Lurking in Your Portfolio?

Lunch & Learn for Doctors

The Mayan Room, Suite 310, 450 Sutter Street, San Francisco
Lunch @ 11:45 am. Presentation and Q&A: 12:05 to 12:55

The financial press if full of information about various funds’ returns (1 yr, 3 yr, etc…), but few present funds’ risks. Active managers are being paid handsomely, but can you tell if they are truly star performers, or a rising market is “lifting all boats”? And, how do they tend to perform after they become famous and attract lots of capital? Join us for a discussion of:

  • What risk and performance measures institutional investors consider in their decision making
  • How do they separate a manager’s skill from general market performance
  • Whether your diversification strategy has reduced your portfolio risk
  • What strategies can help reduce the risks in your portfolio

Guest Speaker

Christopher Edgar, CFP

Christopher Edgar, CFP

As a regional director for Dimensional Fund Advisors, Chris works closely with advisors in northern California. In this role, he educates advisors on capital markets research, assists in communicating investment concepts, and consults on portfolio construction and practice management issues. Prior to joining Dimensional, Chris worked in risk management for Western Asset Management, an institutional fixed income manager. Chris holds a bachelor's degree in finance from Villanova University, where he was also a member of the men's soccer team. He is currently studying for the CFA designation.

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