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Annual Forecast Dinner - February 2, 2022

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Early bird pricing (until January 7, 2022)
CFAH Member $50
Guest $70
Student $25


Normal Pricing (after January 7, 2022)
CFAH Member $80
Guest $100
Student $35


A bit about our speakers:
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.


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.

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.


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Please reach out to Karina at [email protected] if you are interested in being a sponsor or buying a table at the Annual Forecast Dinner!