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New Year Market Outlook

Wednesday, January 9 | 6:00 – 8:30 PM
Followed by a Catered Networking Reception

REGISTRATION & FEES

TO ATTEND

Members: $30

Nonmembers: $70

LIVESTREAM

FREE | Members Only

This event is a chance to hear a panel of distinguished buy side strategists, PMs and CIOs discuss and debate their outlooks for the markets. In addition, this new-year event can also serve as chance to reflect on the old year and what it means for the future—looking at the Federal Reserve interest rate moves, economic outlook 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 CFA New York 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 consider  in forming their views about where to place capital and how to put it to work.

6:00 PM | REGISTRATION


6:25 PM | OPENING REMARKS

Leo Schmidt, CFA


6:30 PM | SPEAKER’S OVERVIEW


7:00 PM | PANEl DISCUSSION

MODERATOR
David Allen, CFA, Institutional Director, Schroders

PANELISTS

Cameron Crise, Micro-strategist, Bloomberg
Holly MacDonald, Chief Investment Strategist, Bessemer Trust
Laura Porter, Managing Director, Fitch Ratings
Christopher Wolfe, CFA, CFP, Chief Investment Officer, First Republic
Jae Yoon, CFA, Chief Investment Officer, New York Life Investment Management


7:45 PM | Q&A


7:50 PM | CATERED NETWORKING RECEPTION

DISCLAIMER OF ENDORSEMENT References herein to any specific sponsor or service do not necessarily constitute or imply the endorsement, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives, and the views and opinions expressed by speakers, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.

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