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Private Lunch and Meeting with Gregg Fisher, Chief Investment Officer of Gerstein Fisher, in NYC

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Bid now for the exclusive opportunity to meet for lunch with Gerstein Fisher CIO, Gregg Fisher, in New York City. You will have an opportunity to discuss your personal portfolio, investment strategies or building your business.

Gregg S. Fisher is Chief Investment Officer of Gerstein Fisher, an independent investment management firm he founded in 1993, and is Lead Portfolio Manager for the Gerstein Fisher Funds. Gerstein Fisher employs a quantitative research based investment approach that is grounded in economic theory and common sense. Gregg is responsible for the management and oversight of the firm’s investment process, including portfolio management, trading, risk control, and investment strategy development for the Gerstein Fisher Funds. He also spearheads the firm’s many research projects on areas of study that have included momentum and valuation models and tax-efficient investing. The firm launched the Gerstein Fisher Multi-Factor Growth Equity Fund in early 2010 to provide investors with a specific combination of features not available in any other single mutual fund offering the marketplace: namely, a transparent, explainable, index-like approach that uses a factor-based methodology with tilts to small cap, value and momentum. In 2012 and 2013 the firm introduced the Gerstein Fisher International Multi-Factor Growth Equity Fund and the Gerstein Fisher Multi-Factor Real Estate Securities Fund, respectively, using the same factor-based methodology. Since founding Gerstein Fisher, Gregg has been a proponent of integrating academic research insights into the firm’s own research frameworks.

In 2009 he formalized the firm’s collaboration with a select circle of noted academics by establishing the Gerstein Fisher Research Center. The Center’s mission is to investigate critical issues in finance and risk faced by individual investors through pioneering research that bridges the gap between academic theory and real-world financial practice. Through the Center, Gregg has partnered with leading academics in the areas of finance, risk engineering and economics to research topics including investor behavior and its impact on returns, the phenomenon of momentum in both domestic and international equity markets, and the replication of hedge fund returns through more liquid, transparent investment strategies. Several of these studies have been published in noted academic and industry journals. With his ability to make complex financial concepts easy to understand for individuals and to be a voice of reason in an environment prone to hype, Gregg is regularly tapped as an industry expert by the financial media. Gregg is a member of the CFA Institute and the Institute for Quantitative Research in Finance (the Q Group). In 2016, Gerstein Fisher was named to the Forbes list of America’s Top Wealth Advisors.

Donated by: Gerstein Fisher
Additional lot details
  • Expires 1 year from the close of auction.
  • Valid for 1 person.
  • Approximate duration: 2 hours.
  • A meal is part of the event.
  • The meal cost is included.
  • Gratuity is included.
  • Experience cannot be resold or re-auctioned.
  • Blackout dates may apply.
  • Travel and accommodations are not included.
  • We expect all winning bidders and their guests to conduct themselves appropriately when attending an experience won at Charitybuzz. Polite manners and respect for the generous donor and adherence to any rules or parameters are a must.
  • To be scheduled at a mutually agreed upon date, based on the donor's availability.
Lot #1170601
Shipping details

The minimum processing and handling charge for this item is $9.95.

The minimum shipping, handling and applicable insurance charge for non-tangible items is $9.95. Detailed redemption information will be emailed to the winning bidder. The minimum shipping charge for hard copies of tickets and certificates is $14.95. The minimum shipping charge for merchandise is $19.95 (shipments outside the U.S. are subject to additional shipping and customs fees). Tickets, certificates and merchandise are typically shipped with signature required, unless otherwise specified, via professional carrier. In some cases, tickets will be left at the venue's "Will Call" window under the winner's name. Merchandise is insured for the winning amount.

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Private Lunch and Meeting with Gregg Fisher, Chief Investment Officer of Gerstein Fisher, in NYC

Bent on Learning

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