6/14/2022 - Steven Nelson - Annual Lunch Participants

June 14, 2022 (Tuesday)   -- Lunch at 11:30 am at Dave & Busters
Program:  Noon to 1:15 pm

Program:  Active vs Passive -- Individual Securities vs Funds

Since the Great Financial Crisis of 2008, passive investing has been an excellent alternative to traditional active management.  As a general observation, higher performance, lower cost, ease and speed of trading and diversification all favored a passive approach.  This presentation will examine whether that is likely to continue in the years ahead.  Similarly, investors have a choice whether to use funds or individual securities.  The presentation will also explore the relative merits of these strategies.             (Accepted for -1- CFP CE Credit)

  Speaker:  Seven Nelson, CFA -- Capital Insight Partners

Steve is the Chief Executive Officer of Capital Insight Partners. He is a past Trustee of the Phoenix Art Museum and served on the Board of Directors of the Catholic Community Foundation and CFA Society of Minnesota. He has experience with finance and investment, audit and development committees. He is a strong board member in those areas and brings a keen focus on governance structure and strategic thinking. Steve actively seeks a for-profit board role in the Western U.S. His media work includes quotes in the Wall Street Journal, other print, radio and television appearances. Steve is reachable at (480) 295-7020 and This email address is being protected from spambots. You need JavaScript enabled to view it..