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2024 Index Investing Jamboree

Wed, Oct 16

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Foster School of Business

The 2024 Four Corners Index Investing Jamboree will be held Wednesday, October 16, 2024. The event is hosted by FTSE Russell and held at the University of Washington Foster School of Business at the Peek Forum / Wipfler Terrace of Founders Hall located at 4215 E Stevens Way NE, Seattle, WA 98195.

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2024 Index Investing Jamboree
2024 Index Investing Jamboree

Time & Location

Oct 16, 2024, 8:30 AM – 3:00 PM

Foster School of Business, 4215 E Stevens Way NE, Seattle, WA 98195, USA

About the event

Registration Information Coming Soon

TUESDAY, October 15, 2024

Small group dinners will be organized for the evening, and we may have a centralized happy hour prior to the small group dinners. Attendance is optional.

WEDNESDAY, October 16, 2024

Location: the conference will be hosted by FTSE Russell and held at the University of Washington Foster School of Business at the Peek Forum / Wipfler Terrace of Founders Hall located at 4215 E Stevens Way NE, Seattle, WA 98195.

8:30 am – 9:00 am: Coffee and Light Breakfast

9:00 am – 9:20 am: Welcome remarks

Session #1

9:30 am – 10:30 am: Limits to Diversification: Passive Investing and Market Risk

Authors: Lily Fang (INSEAD), Hao Jiang (Michigan State University), Zheng Sun (University of California, Irvine), Ximing Yin (Hunan University), and Lu Zhen (University of California, Irvine)

Academic Discussant: Zahi Ben-David (The Ohio State University)

Practitioner Discussant: Robert Turley (Dodge & Cox)

10:30 am – 11:30 am: Panel Discussion

Panel Moderator: Matthew Ringgenberg (University of Utah)

Panelist #1: Paul Bouchey (Parametric)

Panelist #2: Antti Petajisto (Brooklyn Investment Group)

Panelist #3: TBD

11:30 am – 1:00 pm: Lunch

Session #2

1:00 pm – 2:00 pm: Have passive managers benefited from the dramatic rise of passive investing?

Authors: Diane Del Guercio (University of Oregon), Egemen Genc (University of Illinois at Chicago), Jonathan Reuter (Boston College), and Hai Tran (Loyola Marymount University)

Academic Discussant: Jonathan Berk (Stanford University)

Practitioner Discussant: Jan-Carl Plagge (Vanguard)

2:00 pm – 3:00 pm: Panel Discussion

Panel Moderator: Elisabeth Kashner (FactSet)

Panelist #1: Ian Toner (Verus Investments)

Panelist #2: Hammad Qureshi (Investment Company Institute)

Panelist #3: TBD

3:00 pm: Conference concludes.  Optional social hour afterwards (location TBD).

Chatham House Rule

To encourage free discourse, the conference will operate under Chatham House Rule: participants are free to use the information received during the conference, but neither the identity nor the affiliation of the speaker(s) may be revealed.

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