Monday, September 30, 2024
Stayer Center for Executive Education
300 Stayer Center, The University of Notre Dame Campus
| Time | Event | Location |
|---|---|---|
| 1:30 - 1:45 p.m. | Welcome to Active Management Academy | Commons A&B |
| 1:45 - 3:15 p.m. |
Active Share and the Three Pillars of Active Management Skill, Conviction, Opportunity and Integrating Patience, Expenses and Active Fees |
|
| 3:15 - 3:35 p.m. | Group Photo / Break | |
| 3:35 - 4:30 p.m. | Challenging the Conventional Wisdom on Active Management Highlights of the Past 20 Years of Academic Literature | |
| 4:50 - 6:15 p.m. | Optional Tour of Notre Dame Campus Tour will end at the Downes Club in time for the reception | Meet in the Lobby of Morris inn at 4:50 pm |
| 6:15 - 9:00 p.m. | Welcome Reception and Dinner overlooking Notre Dame Stadium 6:15 p.m. Reception | 7:00 p.m. Dinner | Downes Club at Corbett Family Hall, 7th Floor |
Tuesday, October 1, 2024
Stayer Center for Executive Education
300 Stayer Center, The University of Notre Dame Campus
| Time | Event | Location |
|---|---|---|
| 7:00 - 8:00 a.m. | Breakfast – on your own Voucher for hotel restaurant or café given at check-in Morris Inn check-out by 11:00 a.m. – luggage can be left with concierge |
Morris Inn |
| 8:00 - 8:50 a.m. |
From Academic to Application Application of concepts explored in academic literature with practical techniques to improve active manager evaluation and selection |
Commons A & B |
| 8:50 - 10:00 a.m. |
Hands-On Workshop Evaluating Funds using Touchstone's Three Lens Methods Fund Strategy Analysis - Touchstone Mid Cap SMA Strategy Analysis - TLC Mid Cap |
|
| 10:00 - 10:10 a.m. | Break | |
| 10:15 - 11:00 a.m. |
Fort Washington Investment Advisors: Touchstone Small Company Fund Touchstone Small Company Fund Quarterly Scope Analysis |
|
| 11:00 - 11:45 a.m. |
The London Company: Touchstone Mid Cap Fund Touchstone Mid Cap Fund Fact Sheet Touchstone Mid Cap Fund Why We Own |
|
| 11:45 - 12:00 p.m. | Break | |
| 12:00 - 12:50 p.m. |
Applying Three-Lens Evaluation to Your Fund Roster Overcoming the typical pitfalls of fund evaluation based on recent performance |
Working Lunch |
| 12:50 - 1:00 p.m. | Wrap-up |
