Will the "rolling recessions" lead to a prosperous repeat of a 1990s bull market? Or will the economy roll over fully to a 1930s-era collapse? What economic and geopolitical policies change with the US elections (and the two most important abroad)… how will they dramatically impact your investments? Investors are facing a pivotal moment in both asset allocation and alpha-creating stock opportunities.
Please join CFA Society Boston and Professor Joel Litman of Altimetry Financial for an engaging discussion that recent audiences have given the highest marks. At this event, Professor Litman shares some of the most compelling macroeconomic research from his work inside the Pentagon. Which firms will win and lose in the new political and economic era? A highlight of the event is the use of real, live company analysis in real-time from an all-cap database of the U.S. stock
market under Uniform Financial & Accounting (UAFRS). He shares the analytics used by 40,000 investors.
In this exclusive event for CFA Society Boston members and affiliates, Professor Litman draws from decades of research, aiming to provide you with new insights from the top research organizations in a variety of fields, and extremely practical actions for your investing strategy.
About the Speaker
Professor Joel Litman is the Founder and CIO of Altimetry Financial and Chairman and CEO of Valens Research. Professor Litman has lectured and advised at top programs like Harvard Business School and London Business School, for various branches of the U.S. government, CFA Societies, and investment teams from New York to Frankfurt to Beijing, and for the leadership of the world's consulting firms including EY and PwC.
Professor Litman has been interviewed on CNBC, quoted in the Wall Street Journal's Barron's Magazine and Institutional Investor, and has been a regular author in Forbes. He published the now famous, "Give My Regrets to Wall Street" in Harvard Business Review and co-authored the highly-acclaimed, "DRIVEN: Business Strategy, Human Actions, and the Creation of Wealth."
As Chairman of the UAFRS Council, Professor Litman has spearheaded the global use of Uniform Accounting for investment decisions and strategic business analysis. Professor Litman is a member of the CFA Institute, the global association for investment professionals, and the Association of Certified Fraud Examiners. He is a CPA (Certified Public Accountant), received a B.S. in accounting from DePaul University, and an MBA/MM from the Kellogg Graduate School of Management at Northwestern University.
When and Where
Date and Time: Tuesday, October 15, 2024 from 12:00 - 1:00 PM
Location: Zoom
Pricing
Member and Non-Member Registration | Complimentary
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