11:00-12:00 p.m.

Investing in the Age of Engagement

Heather Brilliant, CFA
President and CEO
Diamond Hill Capital Management

Elsie M. Fletcher, CFA, Moderator
Chair, Education Advisory Board, CFA Institute
Former Managing Director of Client Services, Tukman Grossman Capital Management

  • The financial crisis ushered in an age of investor engagement. Institutional and individual asset owners, as well as financial advisers, are becoming more vocal and demanding across a wide range of issues.
  • Investors are far less passive than they were before 2009, and the investment management profession has taken notice and is responding.
  • What does this evolution mean for investors and the way investment decisions are made? And how can we, as an industry, lead the way in engaging investors to achieve better outcomes?