The familiar style box framework has guided asset allocation for decades—but is it still fit for purpose in today’s evolving market landscape? As leadership rotates across value vs. momentum and large-cap vs. mid/small-cap equities, investors face a renewed challenge in positioning for the next cycle.

This lively debate will examine structural drivers behind style factor performance, the durability of perceived size and momentum premiums, and whether traditional style categories adequately capture today’s innovation-driven economy. Attendees will gain insight into how style exposures may evolve, and where portfolio allocations may be misaligned heading into the next market phase. 

Speakers

Jeff Kerrigan, CFA

Jeff joined Congress Asset in 2017 as a Portfolio Manager.

He serves as chair of the Small Cap Value Investment Policy Committee.He has over 28 years of investment management and research experience. Prior to joining the firm, he was a Partner and Portfolio Manager at Century Capital Management, LLC. Previously, he was a Portfolio Manager and Chief Investment Officer at Haber Trilix, and a Portfolio Manager with Gartmore Group, Fidelity Management & Research, and Fleet Investment Advisors. He was also an analyst at Putnam Investment Management. He is a CFA charterholder and a member of the CFA Society Boston and CFA Institute.

Education | MA: Boston University BA: Boston University 

Travis Prentice

Travis is the chief investment officer, responsible for oversight of all of IMC’s strategies, as well as a portfolio manager for IMC’s US and Global strategies. Travis co-founded the Informed Momentum Company, formerly EAM Investors, in 2007. Prior to IMC, Travis was a partner, managing director and portfolio manager with Nicholas-Applegate Capital Management where he had lead portfolio management responsibilities for their Micro and Ultra Micro Cap investment strategies and a senior role in the firm’s US Micro/Emerging Growth team. He has 28 years of institutional investment experience specializing in momentum-based strategies. He holds an MBA from San Diego State University, a BA in Economics and a BA in Psychology from the University of Arizona. 

REGISTRATION (registration for this session and other sessions in this series can be accessed using the link below.)

POINT AND COUNTERPOINT SERIES REGISTRATION

When and Where

Date and Time: Thursday, June 18, 2026 from 12:00PM – 1:00PM

Location: CFA Society Boston, 101 Federal St, Suite 502, Boston, MA 02110

Pricing

In-Person Registration

Member Registration | $20.00 

Candidate Member Registration | $10.00 

Student Member Registration | $10.00 

Non-Member Registration | $40.00 

Virtual Registration 

Member Registration | $0.00

Non-Member Registration | $10.00 

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