Group Meeting, Private Wealth Management, Virtual Events & Programming

Private Wealth Management Group Meeting – Global Investment Outlook and Portfolio Positioning: Macro Research Board

Thursday, June 11 | 4:00 PM - 5:00 PM

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Group Description

The Private Wealth Management Thought Leadership Group seeks to enrich and enable finance professionals to meet the modern needs of private clients, and to remain at the forefront of professionalism and knowledge in serving private clients. The Group welcomes CFA Society New York members who manage assets for individuals and for themselves.  Our group members are creative, well-read, and forward-thinking in our private discussions and in our presentations to the general membership of CFA Society New York.  Their professional practices encompass portfolio management, investment research, investment advisory, financial planning, and firm leadership.   We focus discussions and meetings on investment strategy, implementation, and communications with the goal of enriching our professional experience and practice.

The Group pursues collaboration with other CFA Society New York groups in programming, especially with the Value Investing and Market Integrity Interest Groups.  The group encourages its members to participate in other activities at CFA Society New York, such as volunteering to grade reports, mentoring a university team, or judging the Final Four in the Investment Challenge.

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Phillip Colmar, founding partner and global strategist from MRB Partners, will provide an outlook for the global economy, inflation, and policy, as well as cover the latest geopolitical and trade developments. As a global multiasset strategist, he will outline how these forces will impact equities, bonds, and currencies in 2020 and provide recommendations for portfolio positioning.

Guest Speaker

Phillip Colmar is a founding partner. He has extensive experience, both as a strategist and economist. Mr. Colmar focuses on global multi-asset investment strategy, trading opportunities, and financial market risks. His expertise is in identifying and developing macro and investment themes. Mr. Colmar speaks at conferences, seminars, and client meetings.  Over his career, Mr. Colmar has covered all major global asset classes and has developed comprehensive frameworks, models, and indicators. Prior to forming MRB,  he was the  Head of both the  Daily  Insights and Global Fixed Income Strategy services at BCA Research Inc. Mr. Colmar has an MSc. in Finance from Queen’s University, as well as a B.A. in Economics and a Bachelor of Business Administration (Finance) from Bishop’s University