Midyear Market Outlook Roundtable

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Midyear Market Outlook Roundtable

Tuesday, June 13th
5:30 pm – 8:00 pm

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This event is a chance to hear a panel of distinguished Strategist discuss and debate their outlooks for the markets. In addition, this mid-year event can also serve as chance to reflect on first half of the year and what it means for the future—looking at the new administration, the Federal Reserve interest rate moves and market valuations. A variety of market forecast or outlooks makes this event different for the usual sell-side forecast as there will discussion and debate for CFANY member to evaluate.  This event is a chance to hear buyside strategists, and portfolio managers talk markets and share their opinions.  Their outlooks will look at the current issues investor should be considering in forming their views about where to place capital and how to put it to work.

Features, Benefits, Values

This event will help investors to think about where to look to invest and what to consider.

Major Points

  • Interest rate outlook
  • Market Valuations relative and absolute
  • Strategies for negotiating market volatility
  • Economic forecast and posture
  • Black Swans

Learning Objectives

  • Considering different Market Views
  • Valuation Techniques
  • Economic Analysis
  • Political Risks Domestic and International

Who Should Attend?

Chief Investment Officers, Chief Financial Officers, Chief Executives. Portfolio Managers, Senior Analysts, and Market Strategists.

Time Detail

Leo Schmidt, CFA

6:10 – 7:25 PM PANEL AND Q&A

, Chief US Market Strategist at RBC Capital Markets
MICHAEL WEINBERG, CFA, Chief Investment Strategist, Protégé Partners, and formerly PM at Soros
EDWARD AL-HUSSAINY, Macro Strategy & Global Rates, Columbia Threadneedle Investments.

DAVID ALLEN, CFA, Chair, Global Investment Committee


Harumi Urata-Thompson, CFA, Chief Operating Officer, CFANY


CFANY Conference Center
1540 Broadway #1010
New York, NY 10036


Member: $25
Nonmember: $75

LiveStream: FREE | Members Only


Institutional Asset Management Group


Jonathan Golub, CFA, Chief US Market Strategist at RBC Capital Markets
Michael Weinberg, CFA, Chief Investment Strategist, Protégé Partners, and formerly PM at Soros
Edward Al-Hussainy, Macro Strategy & Global Rates, Columbia Threadneedle Investments.

David Allen, CFA, Chair, Global Investment Committee


CFANY expects all attendees to comply with CFANY’s Code of Conduct while attending CFANY events or meetings. CFANY expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFANY event or meeting.

The CFA Society New York, Inc. (“CFANY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFANY seeks to present accurate and reliable information, CFANY does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFANY has no duty to update and maintain the information, reports, or statements made during events.

The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund. CFANY is not responsible for any investment decision made by you.

You should not make any financial, investment, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk.

There is a substantial amount of risk in trading securities, and the possibility exists that you can lose all, most or a portion of your capital. CFANY does not, cannot, and will not assess or guarantee the suitability or profitability of any particular investment, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.

All requests for Withdrawals must be submitted in writing and dated. The date of the request will be the date it is received by NYSSA. Requests may be faxed to (212) 541-4677, or emailed to seminars@nyssa.org.

Withdrawals from events, live or streaming, are subject to the following policy:

  • 24 HOURS ADVANCED NOTICE OR MORE: Credit to be issued (to be used within 6 months)

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