Value Investing, Virtual Events & Programming

The Impact of US Presidential Elections and Covid-19 on US Equity Valuations

Wednesday, October 21 | 1:30 PM - 3:00 PM

Loading Events
This event has passed.

Wait! A Note on Registration:

We’ve launched Cvent—our new events platform!

Registration for any event with a start date after Sept. 28 now requires a CFA Institute account.

I don’t have a CFA Institute account

  • No problem! You’ll have the chance to create one prior to registration.

I already have a CFA Institute account

  • Great! Be sure to use your existing credentials at registration.
Cvent Transition Guide

Overview

This event will present experts in healthcare, the US equity market and political analysis as they discuss the effects of Covid-19 and the US election on value equities. You will hear from a sell-side analyst on the effects of treatments and vaccines for Covid-19 for the equity market as well as a value investing portfolio manager – with over 20 years of experience in active portfolio management – who will share his thoughts on the equity market including the impacts of Covid-19 and the US election. Lastly, we will also have a balanced discussion about the US election. Here is a chance to hear from world class experts on the events that will most affect the markets in the next few months.

Agenda

1:30 PM | WELCOMING REMARKS

Andrew Auslander, CFA, FRM, Managing Principal, Agile Financial LLC


1:35 PM | EFFECTS OF COVID-19 AND THE VACCINE FOR IT ON US EQUITIES

Moderators

Yi Fu Lee, CFA, CPA, CAIA, Equity/Investment Research Director, Oppenheimer & Co. Inc. 

Joseph Cordi, CFA, Vice President, Equity Research Analyst, Citi Investment Management

Panelists

Hartaj Singh, Managing Director, Senior Analyst, Biotechnology, Oppenheimer


1:55 PM | BREAK


2:00 PM | DIFFERENTIATING VALUE FROM VALUE TRAPS IN THE CURRENT ENVIRONMENT

Moderators

Yi Fu Lee, CFA, CPA, CAIA, Equity/Investment Research Director, Oppenheimer & Co. Inc. 

Joseph Cordi, CFA, Vice President, Equity Research Analyst, Citi Investment Management

Panelists

Andrew Wellington, Co-Founder, Chief Investment Officer, Managing Partner, Lyrical Asset Management


2:20 PM | BREAK


2:25 PM |  EFFECTS OF US ELECTION ON US EQUITIES

Moderators

Yi Fu Lee, CFA, CPA, CAIA, Equity/Investment Research Director, Oppenheimer & Co. Inc. 

Joseph Cordi, CFA, Vice President, Equity Research Analyst, Citi Investment Management

Panelists

M. Nicolas J. Firzli, LL.M, Director-General, World Pensions Council (WPC)

Courtney Rosenberger, Director, Policy Research, Strategas Securities


3:00 PM | CLOSING REMARKS

Anita Hlibczuk, CFA, Senior Analyst, Harris Douglas Asset Management

Additional Details

Learning Outcomes

  • Understand the effects of Covid-19 and possible treatments and preventative measures on equities
  • Understand the current status of value stocks in the US equity market
  • Understand the effects of the US election on the US equity market

Sponsor by