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2012 Forecast Dinner

Setting a higher standard for the Austin investment community

 2009 Market Forcast Dinner: Investment Challenges in Times of Change



2009 Market Forecast Dinner
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Thursday February 26th 2009

5pm-6pm: Reception / Cocktail Hour

6pm-7pm: Dinner

7pm-8:30pm: Panel

The Austin Club
110 East Ninth Street

Links to Audio:

Download MP3 file of Forecast Dinner 
(Right-click link and choose "Save Target As...")

Streaming Audio of the Forecast Dinner

Links to Presentations:

Vinny Catalano Presentation

David Abramson Presentation

Links to Panelists' Websites and Blogs:

BCA Research

Bob McTeer's Blog

Forbes Growth Investor

Ned Davis Research

Vinny Catalano's Blog

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The election of Barack Obama puts an exclamation point on a year of significant change and economic upheaval.

The challenges facing investors are many. The credit crisis, which became acute in the final quarter of 2008, pushed an already contracting U.S. economy deeper into recession.   Consumers and investor are now concerned how long and far will the economy contract.  The theory of de-coupled markets has been completely refuted.   How will the recession in the U.S. and most parts of Europe extend to the one bright spot in global growth - emerging markets?

While economic uncertainty abounds, $3.3 trillion of investible capital sits on the sidelines, seemingly waiting for a catalyst to jump back into financial assets. At the same time, Warren Buffett says valuation levels are the best he's seen them in years.

Join a panel of experts as they address these and other key investment and economic issues of the day.
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Silver Level Sponsors: 




 Speakers

Robert D. McTeer is a Distinguished Fellow at the National Center for Policy Analysis; Former Chancellor, Texas A&M University; Former President & CEO, Federal Reserve Bank of Dallas.  As a Fed policymaker, Bob gained a national reputation as an independent voice, or maverick, dissenting from the Alan Greenspan majority twice in 1999 and once in 2002. His dissents and his outspoken views and plain talk got him the labels “Lone Star Loner” and “The Lonesome Dove.” Bob got his B.B.A. and Ph.D. in economics from the University of Georgia.

 

David L. Abramson is the Chief Commodity and Energy Strategist at BCA Research.  From 2005 until early 2007, he was the Managing Editor of China Investment Strategy, an institutional service dedicated to a wide variety of currency, economic and financial market issues.  Before joining BCA, he worked in the international department of the Bank of Canada for three years modeling exchange rates and trade flows.  He holds a MBA and MA in International Relations form the University of Chicago, as well as a MA in Economics from Carleton University.

 

Timothy W. Hayes, CMT, is NDR’s Chief Investment Strategist.  Tim joined the firm in 1986 and currently heads up the firm’s global and U.S. asset allocation services.  He serves as Research Council coordinator and oversees NDR’s quarterly Investment Strategy, writing sections on strategy, asset allocation, U.S. stock market and style allocation, and global allocation.

 

 

Vahan Janjigian, CFA, is Chief Investment Strategist at Forbes and editor of Forbes Growth Investor and Special Situation Survey investment newsletters. He is also a member of the investment committee at Hillview Capital Advisors.  Janjigian holds a BS degree in general science from Villanova University, and MBA and PhD degrees in finance from Virginia Tech.  His research has been published in numerous scholarly and professional journals and his writings have appeared in Forbes magazine and Forbes.com.  He is co-author and editor of the Forbes Stock Market Course and the author of Even Buffet Isn’t Perfect.

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