Creating More Efficient Portfolios & Reducing the Risk of Black Swans

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Speakers

Kevin Grogan, CFA
Director of Investment Strategy

By reading and analyzing the latest research in investments and finance, Kevin Grogan, director of investment strategy for Buckingham Strategic Wealth, is able to draw practical applications and apply his findings to help clients improve the structure of their portfolios and achieve their goals.

Kevin Grogan’s journey to Buckingham began with some career advice from a pioneer in the world of passive investing. When Kevin was an MBA student at Saint Louis University, Rex Sinquefield, SLU alumnus and co-founder of Dimensional Fund Advisors, gave a speech to the business school on the practical nature of passive investing. Up until then, this approach was just another theory in Kevin’s investment philosophy class. Later that year, a Wall Street Journal article by Jonathan Clements caught Kevin’s attention. A quote from financial author Larry Swedroe prompted Kevin to email Larry about Buckingham. He joined the firm in 2007.

Kevin has co-authored two books. In April of 2014, he and Larry Swedroe released “Reducing the Risk of Black Swans: Using the Science of Investing to Capture Returns with Less Volatility.” His first book was “The Only Guide You’ll Ever Need for the Right Financial Plan,” co-authored with Larry Swedroe and Tiya Lim. T his step-by-step handbook focuses on the art of investing by providing investors with information they can use to build a tailor-made investment strategy. He also co-authored the article “The Maturity of Fixed-Income Assets and Portfolio Risk” with Swedroe, which appeared in the Winter 2009 issue of The Journal of Investing.

Kevin holds an MBA from Saint Louis University and a bachelor’s of science in finance from Missouri State University in Springfield.

Larry Swedroe

Since joining the firm in 1996, Director of Research Larry Swedroe has spent his time, talent and energy educating investors on the benefits of evidence-based investing with enthusiasm few can match.

Larry was among the first authors to publish a book that explained the science of investing in layman’s terms, “T he Only Guide to a Winning Investment Strategy You’ll Ever Need.” He has since authored seven more books: “What Wall Street Doesn’t Want You to Know” (2001), “Rational Investing in Irrational T imes” (2002), “T he Successful Investor Today” (2003), “Wise Investing Made Simple” (2007), “Wise Investing Made Simpler” (2010), “T he Quest for Alpha” (2011) and “T hink, Act, and Invest Like Warren Buffett” (2012).

He has also co-authored seven books about investing. His latest work, “Your Complete Guide to Factor-Based Investing,” was co-authored with Andrew Berkin and published in October 2016.

In his role as director of research and as a member of the firm’s Investment Policy Committee and Board of Directors, Larry regularly reviews the findings published in dozens of peer-reviewed financial journals, evaluates the outcomes and uses the result to inform the firm’s formal investment strategy recommendations. He has had his own articles published in the Journal of Accountancy, Journal of Investing, AAII Journal, Personal Financial Planning Monthly and Journal of Indexing.

Larry’s dedication to helping others has made him a sought-after national speaker. He has made appearances on national television shows airing on NBC, CNBC, CNN and Bloomberg Personal Finance. Larry is a prolific writer, contributing regularly to multiple outlets, including Advisor Perspectives and ET F.com.

Before joining Buckingham, Larry was vice chairman of Prudential Home Mortgage. He has held positions at Citicorp as senior vice president and regional treasurer, responsible for treasury, foreign exchange and investment banking activities, including risk management strategies.

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.