Thursday, October 26, 2023
O'Neill Hall
2010 Moose Krause Circle, The University of Notre Dame Campus
| Time | Event | Location |
|---|---|---|
| 4:00 - 5:30 p.m. | Campus Tour (optional) | Meet in Embassy Suites Lobby |
| 6:00 - 9:00 p.m. | Welcome Reception & Dinner | Foley's Restaurant |
Friday, October 27, 2023
Stayer Center for Executive Education
300 Stayer Center, The University of Notre Dame Campus
| Time | Event | Location |
|---|---|---|
| 6:30 - 8:00 a.m. | Breakfast – on your own Complimentary made-to-order breakfast near the lobby & kitchen area Embassy Suites check-out by 12:00 p.m. – luggage can be left with concierge |
Embassy Suites |
| 8:00 - 8:20 a.m. |
Welcome to Active Management Deconstructed |
Commons A & B |
| 8:20 - 10:00 a.m. | Active Share and the Three Pillars of Active Management |
|
| 10:00 - 10:10 a.m. | Group Photo/Break | |
| 10:10 - 11:00 a.m. | Practical Application of Active Share and SCOPE |
|
| 11:00 a.m. - 12:00 p.m. | Hands-On Workshop - Evaluating Funds with Active Share Info | |
| 12:00 - 1:00 p.m. | Lunch | |
| 1:00 - 1:50 p.m. | Challenging the Conventional Wisdom on Active Management | |
| 1:50 - 2:00 p.m. | Break | |
| 2:00 - 2:50 p.m. | Applying Three-Lens Evaluation to your Fund Roster |
|
| 2:50 - 3:00 p.m. | Wrap-up |
