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The Active vs Passive Investing Debate is Over – Join Us to Learn the Facts
This presentation explores the findings of the SPIVA Scorecard, a robust, widely-referenced research piece conducted and published by S&P DJI that compares actively managed funds against their appropriate benchmarks on a semiannual basis. We’ll also clear up common misconception about active and passive investing. Attendees will leave this session better informed about investing and better prepared to make effective decisions with their investments.

Learning Objectives:
Nonprofit leaders will learn definitions of both passive and active investing and each of their respective implications, performance expectation differences, fees involved/risks involved, pros and cons of each investment style, and common misconceptions.

Presenters:
Dennis Gogarty and Mark Murphy - Raffa Investment Advisers

Recommended CPE: 1 Credit
Field of Study: Specialized Knowledge
Delivery Method: Group Internet Based
Program Level: Basic
Prerequisites: None
Advanced Preparation: None

Refund and Concerns: For more information regarding refund, concerns and program cancellation policies, please contact erin.crowley@marcumllp.com

Marcum LLP is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:www.nasbaregistry.org.

Jun 2, 2021 02:00 PM in Eastern Time (US and Canada)

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