The Long-Term Allure of Dividend Growth

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Speakers

Lance Humphrey, CFA
Portfolio Manager
VictoryShares and Solutions

Lance Humphrey, CFA®, Portfolio Manager for the VictoryShares and Solutions team at Victory Capital, currently manages a portion of the firm’s multi-asset and quantitative equity assets. Mr. Humphrey is a portfolio manager for the VictoryShares smart beta equity ETFs, Target Retirement Funds, Target Risk Funds, and several active quantitative equity strategies. His areas of expertise include ETFs, quantitative equity investing, global asset allocation, and risk management. Throughout his tenure, Mr. Humphrey has led many achievements and was part of the USAA Asset Management Company that was recognized by ETF.com as “Institutional ETF User of the Year” in 2016 for their innovative use of ETFs within multi-asset portfolios.

Mr. Humphrey joined the USAA Asset Management Company in August 2007. Prior to becoming a portfolio manager, Mr. Humphrey was a research analyst for the Global Multi-Assets Team, focusing on asset allocation research, quantitative investment strategies, risk management, and manager research.

Mr. Humphrey graduated from Texas State University with a B.B.A. in Finance. He holds the Chartered Financial Analyst® designation and is a member of the CFA Institute and the CFA Society of San Antonio.

Patrick Wolf
Product Development Specialist
Nasdaq Global Information Services

Patrick Wolf is a Product Development Specialist for Nasdaq Global Information Services. He is responsible for the development of innovative, market-leading indexes, including the research and content generation necessary to support a successful index launch. He has played an integral role in the creation of smart beta indexes across a wide variety of asset classes, geographies, and product sponsors. A particular area of interest in Patrick’s research has been the construction of and tactical allocation across factor-based indexes.

Prior to joining Nasdaq, Patrick worked as a research analyst at Economists Incorporated. He earned his Bachelor of Arts in Economics with a minor in Spanish from Boston College.

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.

Scott Kefer, CFA
Sr. Portfolio Strategist
VictoryShares and Solutions

Scott Kefer, CFA®, is a Senior Portfolio Strategist for VictoryShares and Solutions and utilizes his 24 years of active management expertise to focus on the continued growth of the firm’s rules-based and custom investment solutions. He supports the firm’s sales efforts by providing strategic beta insights and education to professional investors and clients. In addition to his role with VictoryShares, Mr. Kefer is a Senior Portfolio Manager for NewBridge Asset Management, a Victory Capital investment franchise, and a member of the NewBridge Large Cap Growth portfolio management team.

He joined Victory Capital in 1999 with six years of prior investment experience. Previously, he held a similar position in the Campbell, Cowperthwait division of U.S Trust Company.

Mr. Kefer holds a Bachelor of Science in business management from Skidmore College and is a CFA® charterholder.