• Do you have an Investment Policy Statement? Is it a structure that engages team dynamics and decision-making, focused on beliefs, implementation process, and metrics?
• Incremental Buying
• Incremental Selling (and loss management)
• Position Sizing
• Turnover
• Trading (and the micromanagement of the trading process by folks who aren't traders)

Speaker Bio:

Mr. Bradley is Chief Investment Officer for the Kansas Cty-based Ewing Marion Kauffman Foundation, leading a team that oversees a $2.4 billion globally diversified, multi-asset-class portfolio. Previously, he held positions at American Century Investments including CIO of U.S. small- and mid-cap growth equities, president of American Century Ventures, and head of global trading. Mr. Bradley has served as a member of the Investment Company Institute task force on market structure, the NYSE Institutional Traders Advisory Committee, the NASDAQ Quality of Markets Committee, and was appointed to the Federal Advisory Committee on Market Data. He has also served on the boards of StarMine, WR Hambrecht, and Archipelago Holdings. Mr. Bradley currently serves on the NYSE Pension Managers Advisory Committee. He holds a degree from Marquette University.