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Title

Annual Forecast Dinner

Event Description

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A bit about the moderator:

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Kathleen Hays
Bloomberg Media's Global Economics and Policy Editor

Kathleen Hays is one of the top economics reporters and anchors in the country, having covered the U.S. economy, the Federal Reserve, and global economy trends for nearly 30 years on television and radio, and in the print and electronic media. Kathleen is Bloomberg
Media’s Global Economics and Policy Editor, appearing on Bloomberg TV and Radio to cover the global economy and global central banks, and the policymakers who run them,
distilling down the latest news headlines and trends that drive global financial markets. She attended Stanford University where she earned her B.A. and M.A. in Economics. She is a past officer of the Money Marketeers of NYU.


A bit about our speakers:
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THOMAS J. LEE, CFA

CO-FOUNDER AND HEAD OF RESEARCH

FUNDSTRAT

Thomas Lee is a co-founder, managing partner, and the head of research at Fundstrat Global Advisors and FSInsight.com. He is an accomplished Wall Street strategist with over 25 years of experience in equity research and has been top-ranked by Institutional Investor every year since 1998. Prior to co-founding Fundstrat, he served most recently as JP Morgan's chief equity strategist from 2007 to 2014, and previously, as managing director at Salomon Smith Barney. His areas of expertise include market strategy, small/mid-cap strategy, and telecom services. Mr.
Lee received his BSE from the Wharton School at the University of Pennsylvania with concentrations in finance and accounting. He is a CFA charterholder and is an active member of NYSSA and the NY Economic Club.


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BEN INKER, CFA

CO-HEAD OF ASSET ALLOCATION

GMO

Mr. Inker is co-head of GMO’s Asset Allocation team and a member of the GMO Board of Directors. He joined GMO in 1992 following the completion of his B.A. in Economics from Yale University. In his years at GMO, Mr. Inker has served as an analyst for the Quantitative Equity and Asset
Allocation teams, as a portfolio manager of several equity and asset allocation portfolios, as co-head of International Quantitative Equities, and as CIO of Quantitative Developed Equities. He is a CFA charterholder.

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SONAL DESAI, PH.D.

CHIEF INVESTMENT OFFICER
FRANKLIN TEMPLETON FIXED INCOME

Sonal Desai, Ph.D. is the executive vice president and chief investment officer for Franklin Templeton Fixed Income. Dr. Desai is responsible for overseeing Franklin's Municipal, Corporate Credit, Floating Rate, Multisector, Global (including Emerging Markets), and Money Market Fixed
Income teams. She is also a portfolio manager for a number of strategies, including Core Plus, Strategic Income, Total Return, Low Duration, Global Absolute Return, and Global Aggregate Fixed Income. Dr. Desai holds a bachelor of arts in economics from Delhi University and a Ph.D. in economics from Northwestern University. She was part of the Templeton Global Bond Fund portfolio
management team named Morningstar's Fixed Income Manager of the Year in Canada in 2013.


Event Type

Society; Featured

Education Topic

 

Start Time

2/2/2022 5:30 PM

End Time

2/2/2022 8:30 PM

City

Houston

State/Province

 

Event Country

 

Event Region

Americas

Location Info

​River Oaks Country Club

Speaker

Thomas Lee, CFA, Ben Inker, CFA and Sonal Desai, PhD

CE Credits

 

SER Credit

NA

Currency

USD

Member Price

$80

Non-Member Price

$100

Candidate Price

$35

Registration

 

All Day Event

 

Recurrence

 

Event Link

Register HERE!

Event Link Leads To New Tab

Yes

Event Short Info

Register now for our Annual Forecast Dinner on Febraury 2, 2022! We have a great panel discussion with Thomas Lee, CFA, Ben Inker, CFA and Sonal Desai, PhD! Kathleen Hays, Bloomberg Media’s Global Economics and Policy Editor, will be moderating.

Attachments

Content Type: MyCFA Custom Calendar
Created at 11/19/2021 3:14 PM by [email protected]
Last modified at 1/23/2022 11:58 PM by [email protected]