touchstone active management academy

Welcome to the Touchstone Active Management Academy

Held exclusively for LPL Financial Advisors

The University of Notre Dame • Mendoza College of Business
Stayer Center for Executive Education
October 23 & 24, 2022

Location

Our exclusive educational event welcomes you to the prestigious University of Notre Dame

Venue

The University of Notre Dame
Stayer Center for Executive Education
300 Stayer Center
South Bend, IN  46556

Event Map (PDF)

Accomodations

Morris Inn
1399 N Notre Dame Avenue
South Bend, IN  46617

Check-in: Sunday, October 23rd at 3:00 p.m.
Check-out: Monday, October 24th by 1:00 p.m.
(luggage can be left with concierge until you depart)

Sunday, October 23, 2022

Corbett Family 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 Morris Inn Lobby
6:00 - 9:00 p.m. Welcome Reception & Dinner Seven on 9 Restaurant
Enter Door #3, Floor 9

 

Monday, October 24, 2022

Stayer Center for Executive Education
300 Stayer Center, The University of Notre Dame Campus

 Time Event Location
7:00 - 8:00 a.m. Breakfast – on your own (voucher given at check-in)
Morris Inn check-out by 1:00 p.m. – luggage can be left with concierge
Morris Inn, Rohr's or Café J
8:00 - 8:20 a.m.

Welcome to Active Management Deconstructed


8:20 - 10:00 a.m. Active Share and the Three Pillars of Active Management

10:00 -  10:10 a.m. 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  Morris Inn, Private Dining Room
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. Measuring Skills
2:50 - 3:00 p.m. Wrap-up

Speakers

Up to 4 Continuing Education credits offered as part of your VIP experience.

martijn cremers

Martijn Cremers, Ph.D.

Martin J. Gillen Dean and the Bernard J. Hank Professor of Finance at The University of Notre Dame's Mendoza College of Business
tim riley

Tim Riley, Ph.D.

Assistant Professor
University of Arkansas 
Sam M. Walton School of Business

Tim Paulin

Tim Paulin, CFA

Senior Vice President
Investment Research and Product Management
Touchstone Investments

Attire

Please enjoy dinner and the Touchstone Active Management Academy in business casual attire.

Contacts

Please call if you require assistance or have questions during your visit.

Onsite: Touchstone

Sharon Karp
513.708.7923

Onsite:
The University of Notre Dame 

Wendy Durham
574.514.9346

After Hours

AAA (Emergency)
800.354.4514