Value Investing, Virtual Events & Programming

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

October 21, 2020 | 1:30 PM - 3:00 PM

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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

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