MC LMS - Not Active vs. Passive, but Active AND Passive: Can It Work?

Not Active vs. Passive, but Active AND Passive: Can It Work?

This session is from the September 2022 Trustee School. Some content may be dated.

Session Summary: In past years, we’ve explored the ongoing debate over active and passive investing as it relates to equities. This session will take a different approach, looking closely at how the equity index is constructed and what types of active investment managers could work alongside that allocation. We will explore the possible benefits of active AND passive investments - working together within asset allocation programs.

Presenter:

Chris Greco

CEO

Waycross Partners

Credits: This course is worth 1.0 GAPPT CEC (Continuing Education Credit). It also qualifies for 0.1 IACET CEU (Continuing Education Unit).

Instructions: Participants must watch the session video presentation and pass the session assessment to earn GAPPT CECs and IACET CEUs.

Prerequisites: None.

Equipment Requirement: Computer, tablet or smartphone and internet access. To avoid issues, please use Google Chrome as your browser.

Cost: Member Registration: $60.00 / Non-Member Registration: $115.00

Click HERE to register for this course.

Course Details

For Distributors

Distributors may purchase multiple copies of packages to distribute to learners, and follow their progress. Bulk discounts are below.

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Instructors

Chris Greco

Chris is the CEO, Principal and Director of Institutional Sales at Waycross Partners serving on its Board of Directors. Chris works with investment consultants and institutional clients and is responsible for business development and relationship management. Prior to joining Waycross, Chris was a Partner at Sawgrass Asset Management for 18 years, responsible for institutional marketing and client services across the United States and investment consultant relationship management. Before working at Sawgrass, Chris worked at Clover Capital and Fidelity Investments marketing hedge funds and Defined Contribution plans to institutional clients. Chris holds a bachelor’s degree in Finance from Boston College and earned his MBA from the Boston College Fulton School of Management. Chris resides in Jacksonville, FL and is currently the President of the Ponte Vedra Youth Lacrosse Club.

As a GAPPT presenter, Chris has received information regarding educational instructional methods and adult learning processes.