1:45–2:30 p.m.

Tips for Successful Active Investing

Jim P. O’Shaughnessy
​Chairman and Co-Chief Investment Officer​
O’Shaughnessy Asset Management

Neil Govier, CFA, Moderator
Regional Director, APAC, Professional Learning​
CFA Institute

  • Successful active investors have a long-term perspective on their investments.
  • Successful active investors value process over outcome.
  • Successful active investors generally ignore forecasts and predictions.
  • Successful active investors are patient and persistent.

Specialty Focus Area: Capital Markets