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Boston Meeting: Who Says Cap-Weighted is Best?


Tuesday, October 12, 2004 - 6:14pm

3rd Floor of the Tennis & Racquet Club, 939 Boylston Street [call 617-536-4630 for directions]
RSVP to Boston@QWAFAFEW.org

a QWAFAFEW discussion led by
Langdon Wheeler
of Numeric Investors

Who Says Cap-Weighted is Best?

A copy of the handout can be downloaded from the QWAFAFEW website.

 
Abstract

I want to provoke a broader, deeper consideration of the topic of policy portfolios. Some of our "best practices" have produced very expensive outcomes for investors and I think it possible that history may look askance on what we have done. Because history will look back on our actions from a smarter perspective than we have today, I think it is essential that we consider where today’s belief set, or paradigm, might be wrong. To the extent that we do things today, in conformance with our current paradigm, that are disruptive and difficult to reconcile with common sense, I think we are especially exposed to the harsh light of history.

Members may attend free of charge. Guests are welcome, and pay a fee of $30.
If you are not yet a member or have not paid your dues lately, you may pay your annual dues of $150 per year.
 
You may bring cash or a check for either amount ($150 or $30) made out to "QWAFAFEW" and give it to our Treasurer, Hugh Crowther 
 
Please let us know if you intend to come to the meeting.
Walk-ins are always welcome; still, we greatly appreciate all RSVPs as it aids our planning tremendously to have a fairly accurate headcount. 
 
Help needed.
We are always in need of people to arrive early for the meetings to help set up the seating and refreshments.
If you are willing to help out please contact Hugh Crowther.
 
Remaining 2004 and early 2005 Boston QWAFAFEW Schedule
(names are Steerage Committee members in charge of the program)
 
November 9      Annual Awards Dinner!     Donna Murphy
December 14                                           Michael Wilcox
January 11, 2005                                 Dan diBartolomeo
February 8                                              Jarrod Wilcox
March 15                                            Harry Markopolos 
April 12                                                               Dan Rie
May 17                                                    John Nagorniak
June 14                                                    Evan Schulman
 
One member of the Steerage Committee is responsible for coordinating each meeting.
Program suggestions from members are always welcome.
Hugh Crowther (Treasurer) and Mark Kritzman also serve in an advisory capacity on our Steerage Committee.
 
RSVP to:  Boston@QWAFAFEW.org
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