Implement Harbor’s Alpha Edge for Investment Due Diligence – Harbor Capital Advisors – 11.15.21

Overview:
Title: Implement Harbor’s Alpha Edge for Investment Due Diligence
Date: Monday, November 15, 2021
Time: 1:00 PM Eastern Standard Time
Duration: 1 hour

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Summary:

On Demand Soon. Your time is literally money. As you constantly look to find the best investment solutions for your clients to help them reach their financial goals, the time it takes to you to discern the nuances around investment teams is more limited. Do these investment teams have:

  • An investment edge that seeks to improve their odds of outperforming?
  • A process that is disciplined yet flexible enough to adapt to ever evolving markets?
  • A client-oriented culture that encourages accountability, introspection, and continuous improvement?
  • A mechanism in place to ensure multi-generational success?

Join our distinguished panel at Harbor Capital Advisors: Sonya Morris, CFA, Managing Director; Alberto Pea, Investment Research Analyst; and Tyler VanZandt (moderator), CFA, Regional Investment Consultant as they discuss how they source elite investment team talent to meet current and future client investment needs and what attributes they believe are markers of an investment ‘edge.’ During this session you’ll learn how to implement Harbor’s Alpha Edge around your investment due diligence process.

Speakers:
Sonya Morris, CFA Sonya Morris, CFA Managing Director Harbor Capital Advisors, Inc.

Sonya Morris is a managing director at Harbor Capital Advisors, Inc. She is a member of the Investment Research team, which is responsible for the identification, evaluation, and selection of investment managers for the Harbor Funds and the Harbor Capital Group Trust. Prior to joining Harbor, Sonya was a senior consultant at Morningstar Investment Management, where she managed fund-of-fund portfolios and chaired the team’s fixed-income manager selection committee. She earned a B.A. in Finance and a B.A. in English from the University of Illinois at Urbana-Champaign and an M.A. in English from Northwestern University. Sonya is a CFA® charterholder.
Tyler VanZandt, CFA Tyler VanZandt, CFA Senior Vice President, Regional Investment Consultant Harbor Capital Advisors, Inc.

Tyler VanZandt is a senior vice president and regional investment consultant responsible for managing and cultivating new relationships with financial advisors, consultants, and regional bank clients throughout Southern California and Hawaii. Prior to joining Harbor, Tyler was a vice president and regional sales manager with T. Rowe Price. Tyler earned a Bachelor of Business Administration, cum laude, in Finance and Commercial Law from Western Michigan University. He is a Series 7 and 63 registered representative and a CFA® charterholder.
Alberto Pea Alberto Pea Investment Research Analyst Harbor Capital Advisors, Inc.

Alberto Pea is an Investment Research Analyst at Harbor Capital Advisors, Inc. He is a member of the Investment Data & Enhanced Analytics team which is responsible for empowering investment decisions within Harbor Investments Group by leveraging data and enhancing analytical processes to generate innovative insights.
Harbor Capital Advisors, Inc. Investing entails risks and there can be no assurance that any investment will achieve profits or avoid incurring losses.