CFA Society Hartford Annual Forecast Gala
Thursday, February 4, 2021, 5:30 PM
2021 Forecast Event will be held virtually. Free to attend.
“Capital Markets Observations and Expectations”
Please join the CFA Society Hartford as we celebrate our 2021 Annual Forecast event on Thursday, February 4,2021. This year we will be virtual! Featuring virtual networking through sponsored meeting rooms and keynote presentation by Joseph M. Terranova, Senior Managing Director and Chief Market Strategist, Virtus Investment Partners discussing t
he economy, risk assets, monetary conditions and investing behavior.
Attendee Price (registration required)*
Sponsored 20 Minute Networking Room (up to 10 attendees per room)
Sponsored 20 Minute Networking Room with Meals (up to 8 $75 Meal Vouchers)
|CFA "Talks" ||SOLD|
|Forecast Contest Sponsor||SOLD|
*Attendees who are CFA Society Hartford members receive a $25.00 Meal Voucher to be used the evening of the event. Must pre-register AND MUST REGISTER BY 1/31/2021 TO RECIEVE MEAL VOUCHER.
Free Registration for Forecast Event
Please register to attend Forecast Event (Free)
MUST REGISTER BY 1/31/2021 TO RECIEVE MEAL VOUCHER.
CFA "Talks" - 5:00 PM - 5:25 PM
CFA Society Hartford presents "CFA Talks". Choose 1 of 3 - 20 minute virtual presentations on February 4, 2020 at 5:00 PM.
LEARN MORE & REGISTER
- Schwab presents "Creating A High Value Social Media Presence" Join the 20 minute webcast with Schwab social media coach Katie Leimkuehler to learn ways to help build engagement with clients and prospects on LinkedIn.
- DWS presents "ESG for the Future, Post-election, and Future Expectations." Join the 20 minute webcast with DWS Director Robert Bush, FRM, CIMA, Thought Leadership US ETFs, New York focusing on ESG for the future, post-election, and future expectations.
- T.Rowe presents "Value or Growth? It's not the right question…". Join the 20 minute webcast with T.Rowe's Investment Specialist Chris Dillon as he delves into why the traditional value vs. growth conversation has changed dramatically.
EVENT KEYNOTE SPEAKER 6:00 PM
Joseph M. Terranova, Senior Managing Director and Chief Market Strategist, Virtus Investment Partners
Keynote Speaker Bio
Joe Terranova is the chief market strategist for Virtus Investment Partners, a position he was elevated to in 2009, after
having started with the firm as chief alternatives strategist. In his current role, Mr. Terranova is involved with Virtus’
investment oversight function and represents Virtus as a client-facing thought leader, providing insight into the
domestic and global investing landscape.
Mr. Terranova developed the Terranova US Quality Momentum Index (VTUSQM) which launched and began publicly
pricing in August 2020. The index methodology, which seeks to provide systematic exposure to domestic large-cap
companies exhibiting both quality and momentum characteristics, reflects the investing principles he has utilized to
assess markets throughout his career.
Prior to joining Virtus in 2008, Mr. Terranova spent 18 years at MBF Clearing Corp., rising to the position of director
of trading for the company and its subsidiaries. In this capacity, he managed more than 300 traders and support staff
for MBF, one of the New York Mercantile Exchange’s largest firms. His work was highlighted as the feature story in
the June 2004 issue of Futures magazine.
Mr. Terranova is perhaps best known for his risk management skills, honed while overseeing MBF’s proprietary
trading operations during some of the most calamitous times for the U.S. markets, including the first Gulf War, the
1998 Asian Crisis, 9/11, and the collapse of Amaranth Advisors. In 2003, he was one of the first Wall Street
professionals to make an early call for higher energy, natural resources, and commodity prices. In June 2008, he
cautioned investors to move to the sidelines in commodities and, in March 2009, he encouraged investors to ignore the
global “embracement of pessimism” and overweight equities. Before joining MBF, Mr. Terranova held positions at
both Swiss Banking Corp. and JP Morgan Securities.
Since 2008, Mr. Terranova has been a CNBC ensemble member, appearing regularly on the Halftime Report, Squawk
Box, and as a contributor of financial content across CNBC’s media and digital platforms. He is the author of “Buy
High, Sell Higher” (Business Plus, 2012), based on his years as a professional trader.
Mr. Terranova is strongly committed to charitable causes benefiting children. He founded and funds the 501(c) South
Nassau Rock organization, which provides specialized athletic experiences for children, and works with Nassau County
to sponsor the improvement of baseball and outdoor ice rink facilities. In 2007, he established “Bossy’s Bunch,” a
program that rewards academic excellence among elementary school students, with New York Islanders Hall of Fame
hockey player Mike Bossy. In 2013, he expanded his charity work with the Islanders, creating and sponsoring the
“Courier of Courage” program, which acknowledges children who have overcome hardships, disabilities, or illness. He
is also a supporter of the Islanders Children’s Foundation and Smile Train.
Mr. Terranova earned a bachelor’s degree in finance from the Peter J. Tobin College of Business at St. John’s
University in New York.
CFA Society Hartford Forecast Event - SWAG & CONTEST
To sign up for the Digital Swag - A 2 month membership for SkillShare, paid for by CFA Society Hartford as our gift to you for attending. If you were not registered for the event, you cannot receive the gift. No credit card is needed.
Thank you for participating in the 2021 Forecast Contest sponsored by Rossmore Private Capital. There will be 5 prizes (one for each entry) awarded at the 2022 Forecast Dinner. You do not have to be at the event to win. The participants that come closest to current (1/31/2022) will win.