Investment Strategy in Today’s World – Understanding the Macro and Micro Issues in Order to Protect Your Future (FM)

Investment Strategy in Today’s World – Understanding the Macro and Micro Issues in Order to Protect Your Future (FM)

Friday @ 3:30pm

This session will provide an economic update and overview of the macro investment environment including what is noise and what is substantive. It will discuss cognitive biases for investment decision making relevant to organizations and retirement plan participants in respect to the environment and specific strategies. The objective is to help organizations maximize the leverage of their general and fiduciary investments, and retirement funds.

Learning Objectives:

  • Define investment macro economic ideas/principles and biases
  • Explain behavioral finance through examples of investment behavior
  • Assess the advantages and purpose of specific strategies to achieve objectives
  • Discern how a plan sponsor could potentially better incentivize participants to maximize their contributions without paying more
[CPE 100 MIN – Finance]

Bob Benson

Senior Portfolio Manager- Public Markets
GuideStone Capital Management, LLC.

Bob oversees GuideStone’s fund manager selection process His duties include ongoing monitoring and due diligence. He also maintains primary responsibility for fund construction, both in equity and fixed income strategies. Before coming to GuideStone in June 2015, Bob served as the chief investment officer for Laird Norton Wealth Management in Seattle, Washington. There he created investment strategies and supervised manager selection. Bob has a Physiology degree from the University of Wisconsin-La Crosse and an MBA from Northwestern University. He is also a member of the CFA Society of Dallas-Fort Worth.

Will Lofland

Director of Investment Sales
GuideStone Financial Resources

Will Lofland serves as the Director of Investment Sales, which includes oversight of institutional and intermediary sales of the GuideStone Funds. He also leads sales of GuideStone Investment Services advisory services to non-profit ministry organizations.

Mr. Lofland joined GuideStone in 2014 as Manager of Institutional and Advisory Sales. In this role, he served as the main salesperson for direct institutional sales, and financial advisor outreach for the GuideStone Funds. This included establishing firm level relationships, and expanding awareness of the GuideStone Funds brand in the financial advisor marketplace. After successfully building the infrastructure for this sales group, he was appointed to lead the group in late 2016.

Before joining GuideStone, Mr. Lofland was a wholesaler with Fidelity Institutional Asset Management for the Rocky Mountain region. Prior to Fidelity he served as a financial advisor with Merrill Lynch, the wealth management division of Bank of America, and spent time at the Federal Reserve Bank of Dallas in the economic research group.

Mr. Lofland earned a Bachelor of Arts in Economics from Baylor University.

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