A Smarter Way to Invest in Small Cap Value (Duration 30 minutes)

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Overloaded with infinite choices when investing in small caps? Join us to cut through the noise and learn how to determine which fund is the best fit for your client’s portfolio.

In this session, veteran portfolio manager, Robert Bergson, CFA will draw on his own investment strategies to walk you through the importance of small cap value in today’s uncertain market and his approach to the small cap universe.

You will learn:

• Why small caps make sense in uncertain market environments
• Ways to improve the efficiency of your small cap allocations
• How to separate good/compensated risks and bad/uncompensated risks within small cap stocks

Speakers

Robert H. Bergson, CFA
Senior Portfolio Manager
Northern Trust

Robert H. Bergson, Senior Vice President of Northern Trust, is a senior portfolio manager and researcher for Northern Trust's Quantitative Active Equity Team. He is responsible for research and implementation of several small cap equity strategies representing more than $3.5 billion in small cap assets. He manages the Northern Small Cap Core Fund and Northern Small Cap Value Fund.

Prior to joining Northern Trust in 1997, Mr. Bergson served as Director of Investment Research for Real Estate Research Corporation, a real estate consulting and research firm.

Mr. Bergson received a B. Arch. from Carnegie Mellon University and an M.S. in real estate development from the Massachusetts Institute of Technology. He is an active CFA® Charterholder, and a member of the CFA Institute, the CFA Society Chicago and the Chicago Quantitative Alliance.

Michael Natale
Head of Intermediary Distribution
Northern Trust Asset Management

Michael Natale is responsible for establishing Northern Trust Asset Management's presence in the intermediary market and driving the adoption of our investment expertise and strategies across North America.

An experienced investment industry professional, Michael has successfully built, developed and managed sales teams for more than a decade, focusing on diversity, process and qualitative results. He has experience across channels and products, including exchange-traded funds, mutual funds and managed solutions.

Previously, Michael spent seven years with Deutsche Bank and five years with Morgan Li where he managed and developed internal sales teams with more than 50 professionals.

Michael earned his bachelor’s degree and MBA from Stetson University (Deland, FL). He is a former professional golfer and a four-time Chicago City Amateur Champion. Michael holds the FINRA Series 7, 24, and 63 securities licenses.

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.