Serving San Francisco, East Bay, and Silicon Valley

Active vs. Passive Investing – A 2018 Market Outlook

Thursday, February 15, 2018 Industry Leadership Series - East Bay

7:30 - 9:00 am
Offices of Robert Half, 1999 Harrison Street, Suite 1000, Oakland, CA 94612

Active vs. PassiveEver since the first index fund was launched in 1976, the active management versus passive management debate has persisted, as passive solutions have continued to attract more investors. In recent years, given the challenging environment for active managers, this debate has only intensified. Join us for a lively debate on active vs. passive investing from our two panelists – Holly Framsted, Smart Beta Senior Strategist, Blackrock who will represent the passive side and Hallie Marshall, Client Portfolio Manager, Dodge & Cox who will represent the active side. These women have extensive experience in their respective investment disciplines and will share their views, particularly in light of the 2018 market landscape. They also will candidly discuss their journey as successful women in the asset management industry

OUR SPEAKERS

Holly FramstedHolly Framsted is a Director and Senior Strategist for BlackRock's ETF & Index Investments Group. Holly manages the team responsible for providing subject matter expertise on Smart Beta and Factor investing to Advisory clients. Prior to joining the Smart Beta team, she held various strategic product development roles within iShares. She also spent many years as a portfolio manager for the Index Equity team where she was responsible for the management of various global equity portfolios for iShares, retail, and institutional accounts. Holly began her career at Barclays Global Investors in the Global Risk Management department where she helped implement several global policies. Prior to joining BGI, she was with ArcLight Capital Partners where she was responsible for various research, risk management and portfolio management related initiatives. Holly earned a BA degree in psychology from the University of California, Los Angeles, and is a CFA Charterholder.

Hallie MarshallHallie Marshall is Vice President and Client Portfolio Manager for Dodge & Cox, and leads the firm’s institutional separate equity and balanced account business with $28 billion of assets under management. Prior to graduate school, she was a Fulbright Scholar, worked at Wells Fargo Bank as a marketing analyst, and at Dodge & Cox as a research associate. Hallie is a CFA Charterholder and a Chartered Investment Counselor. Hallie is a member of the Mill Valley School District’s community financial advisory committee and serves on the investment committee for Kiddo!, the Mill Valley Schools’ Community Foundation. Hallie earned an AB from Princeton University and an MBA from University of California, Berkeley, Haas School of Business.

Co-sponsors: The Barry & Milligan Group, Merrill Lynch Wealth Management

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