The Student Lunch for 8 (or L48) series presents an opportunity for eight or more students to hear from industry leaders over a business casual luncheon or dinner. Students interested in participating must RSVP and send their résumé plus a brief paragraph explaining why they would like to attend. Please note that incomplete RSVPs will receive last priority for this event, and cancellations will receive last priority for future events.
Research Affiliates, LLC, is a global leader in smart beta and asset allocation. Dedicated to creating value for investors, Research Affiliates, LLC, seeks to have a profound impact on the global investment community through its insights and products. Their investment strategies are built on a strong research base and are led by Rob Arnott and Chris Brightman. They deliver solutions in partnership with some of the world’s leading financial institutions, through their offerings of mutual funds, ETFs, separately managed accounts, and/or commingled accounts. Research Affiliates was founded in 2002 and is based in Newport Beach, California. As of September 30, 2016, about $164.5 billion in assets are managed worldwide using investment strategies developed by Research Affiliates.
About Rob Arnott:
Rob Arnott is the founder and chairman of Research Affiliates. He is also portfolio manager on the PIMCO All Asset and All Asset All Authority family of funds and the PIMCO RAE™ suite of funds. One of the world’s most provocative practitioners and respected financial analysts, he established Research Affiliates as a research-intensive asset management firm that focuses on innovative products. The firm explores novel approaches to active asset allocation, optimal portfolio construction, efficient forms of indexation, and other quantitative strategies. Research Affiliates delivers investment solutions globally in partnership with leading financial institutions. Arnott has published more than 100 articles in prominent academic journals. In recognition of his achievements as a financial writer, he has received seven Graham and Dodd Scrolls, awarded annually by CFA Institute to the top Financial Analysts Journal articles of the year. He is co-author of The Fundamental Index: A Better Way to Invest (Wiley 2008). He received a B.S., summa cum laude, in economics, applied mathematics and computer science from the University of California, Santa Barbara.
About Jason Hsu:
Jason Hsu (Ph.D. ’05) is chairman and CIO of Rayliant Global Advisors and vice chairman of Research Affiliates. Based in Hong Kong, Rayliant Global Advisors is an investment management firm focused on smart beta strategies tailored to the Asian markets, as well as Chinese equity strategies targeted at foreign institutional investors. Hsu is at the forefront of the smart beta revolution and is a recognized innovator and thought leader in the space. Building on his pioneering work on the RAFI™ Fundamental Index™ approach to investing with Rob Arnott in 2005, he has published prize-winning peer-reviewed articles on the topic. In 2005 and 2013, he received the William F. Sharpe Award for Best New Index Research, which is awarded by Institutional Investor Journals, for his research on smart beta. Hsu graduated with a B.S., summa cum laude, in physics from the California Institute of Technology, was awarded an M.S. in finance from Stanford University, and earned his Ph.D. in finance from UCLA Anderson School of Management, where he conducted research on the equity premium, business cycles and portfolio allocations.