Tuesday, February 6, 2018
Connecticut Convention Center
Please join the CFA Society Hartford as we celebrate our 2018 Annual Forecast Dinner on
Tuesday, February 6, 2018. This is the Society's premier networking event of the year, bringing
together over 400 of the Hartford area's leading investment and financial professionals as well as key decision makers in other local organizations.
"Investing in 2018 and Beyond:
A Guide to the Markets"
In 2018, the U.S. economy should enter the 10th year of a long economic expansion. While the expansion has been slow, it has allowed for substantial gains in financial assets. In the year ahead, we expect somewhat higher inflation and a continued improvement in the global economy, in addition to some monetary tightening and fiscal stimulus. But what does this mean for investing? In this presentation, Dr. David Kelly will explore the U.S. and global investment environment, and consider how to position portfolios given investment
fundamentals, potential risks and current valuations.
Dr. David Kelly, CFA Managing Director Chief Global Strategist, JP Morgan Asset Management
Dr. David Kelly is the Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management. With over 20 years of experience, David provides valuable insight and perspective on the economy and markets to the institutional investor and financial advisor global communities.
David's research focuses on investment implications of an evolving economic environment. He has written extensively on all aspects of the U.S. economy and his proprietary U.S. economic forecasting model helps shape his views on both the economic landscape and prospective asset class returns. He currently sits on JP Morgan Fund's operating committee.
Throughout his career, David has developed a unique ability to explain complex economic and market issues in a language that financial professionals can use to communicate to their clients. He is a keynote speaker at many national investment conferences and a frequent guest on CNBC, Bloomberg, and other financial media outlets.
Prior to joining J.P. Morgan Asset Management, David served as Economic Advisor to Putnam Investments. He has also served as a senior strategist/economist at SPP Investment Management, Primark Decision Economics, Lehman Brothers and DRI/McGraw-Hill.
David is a CFA® charterholder. He also has a Ph.D and M.A. in Economics from Michigan State University and a B.A. in Economics from University College Dublin in the Republic of Ireland.
Networking / Social Hour
John Fuller, CFA
CFA Society Hartford
Deputy Chief Executive Officer
Dr. David Kelly, CFA
Chief Global Strategist
J.P. Morgan Asset Management
Special Thanks to the 2018 Sponsors