We’ll explore opposing strategies, examine the data behind each viewpoint, and give you the tools to evaluate which approach best fits different market conditions. Whether you lean one way or like to keep an open mind, you’ll leave each conversation better equipped to navigate the ever-evolving investment landscape.

Series Overview

Active vs. Passive - October 8, 2025

From Active vs. Passive to US vs. The Rest of the World, we’ll explore opposing strategies, examine the data behind each viewpoint, and give you the tools to evaluate which approach best fits different market conditions. Whether you lean one way or like to keep an open mind, you’ll leave each conversation better equipped to navigate the ever-evolving investment landscape.

Dan Kern, CFA

Lukasz Pomorski

U.S. vs. Non-U.S. Equities at an Inflection Point - December 11, 2025

 For over fifteen years after the financial crisis, U.S. equities delivered an extraordinary bull run and outperformed other equity markets. In 2025, however, non-U.S. equities surged ahead, raising the question of whether the baton has passed amid long regimes of alternating leadership. This panel will examine macroeconomic, sectoral, and valuation drivers, caution against overextrapolating the past regime, and assess the global equity opportunity set from first principles with an evidence-based approach.

Christopher Argyrople, CFA

Ram Thirukkonda, CFA, CAIA

Fundamental vs. Technical - February 26, 2026

This educational session features practitioners of technical and fundamental analysis and explores how each discipline is applied in real investment workflows. We’ll cover the core questions each approach answers, the types of signals and data they rely on, and how time horizon and market regime can influence outcomes.

Erik L. Jefferson, CFA, CAIA, CWS (moderator)

Justin Livengood, CFA

Adam Turnquist, CMT

 Mega-Cap Dominance vs. Small & Mid-Cap Resilience – April 30, 2026

A handful of mega-cap names have increasingly dominated major indices, earnings growth, and investor mindshare. But history suggests that leadership concentration is cyclical—and periods of extreme dominance often precede reversals.

This session will explore the durability of mega-cap strength, the catalysts that could spark a resurgence in small and mid-cap performance, and the diversification implications of today’s concentrated market structure. Panelists will assess macro, valuation, and innovation trends that may define which segment leads in the decade ahead.

Gary Hutch

Jacqueline Ricci

Value vs. Momentum| Large vs. Small/Mid - June 18, 2026

 The familiar style box framework has guided asset allocation for decades—but is it still fit for purpose in today’s evolving market landscape? As leadership rotates across value vs. momentum and large-cap vs. mid/small-cap equities, investors face a renewed challenge in positioning for the next cycle.

This lively debate will examine structural drivers behind style factor performance, the durability of perceived size and momentum premiums, and whether traditional style categories adequately capture today’s innovation-driven economy. Attendees will gain insight into how style exposures may evolve, and where portfolio allocations may be misaligned heading into the next market phase. 

Jeff Kerrigan, CFA

Travis Prentice

Participants may register for one, some, or all of the sessions listed below.

When and Where

Active vs. Passive

Wednesday, October 8, 2025 from 12:00PM - 1:00PM

CFA Society Boston, 101 Federal Street, Suite 502, Boston, MA 02110 | Zoom

U.S. vs. Non-U.S. Equities at an Inflection Point 

 Thursday, December 11, 2025 from 12:00PM - 1:00PM

 CFA Society Boston, 101 Federal Street, Suite 502, Boston, MA 02110 | Zoom

Fundamental vs. Technical

 Thursday, February 26, 2026 from 12:00PM - 1:00PM

 Zoom

Mega-Cap Dominance vs. Small & Mid-Cap Resilience

 Thursday, April 30, 2026 from 12:00PM - 1:00PM

 Zoom

Value vs. Growth | Large vs. Small/Mid

 Thursday, June 18, 2026 from 12:00PM - 1:00PM

 CFA Society Boston, 101 Federal Street, Suite 502, Boston, MA 02110 | Zoom

 Pricing  (pricing represents the cost of each individual session.)

In-Person Registration (lunch will be provided for in-person attendees)

Member Registration | $20.00

Candidate Member Registration | $10.00

Student Member Registration | $10.00

Non-Member Registration | $40.00

Virtual Registration

Member Registration | $0.00

Non-Member Registration | $10.00

Members must be logged in to register.

REGISTRATION is a 5-step process:

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(If you have not attended a CFA Society Boston event, you must create an account in order to register for this event.)

2. Click register to place the event in your cart.

3. Select the sessions you would like to attend below.

4. Click proceed to checkout.

5. Click submit order.

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