CFA Society Houston

A Member of the CFA Institute Global Network of Societies

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 Future of Finance

"The Economic Outlook for 2018: What Could Go Right, What Could Go Wrong?"​​​​​
An economic outlook on the U.S. economy, interest rates, and monetary policy for the new year. A great deal of the material for this perspective will come from the Bloomberg Orange Book -- a compilation of economic anecdotes and statements made by C-suite executives from earnings conference calls, analyst and industry meetings, or investor/shareholder events. Find out some of the greatest concerns and sources of optimism from the world's brightest business leaders; how they view economic conditions, and what the likely direction for the economy may be with respect to these thoughts. 

 Featured Speaker


 Richard Yamarone
Bloomberg Intelligence Economics

 


​Richard Yamarone is an economist who has more than three decades of experience on Wall Street and focuses on monetary & fiscal policy, economic indicators, fixed income, commodities, and general macroeconomic conditions. He writes for Bloomberg Intelligence - Economics providing commentary and analysis for Bloomberg Real Time Economics and Bloomberg Brief: Economics, a daily newsletter that features analysis, data and news on the forces shaping the global economy. Mr. Yamarone and the Bloomberg Economics team provide in-depth analysis of macroeconomic data, policy and trends and how they will impact financial markets. 

Mr. Yamarone forecasts U.S. economic statistics and trends, builds macroeconometric models, and analyzes possible outcomes. He is the creator of the Bloomberg Orange Book -- a compilation of macroeconomic anecdotes gleaned from comments CEOs and CFOs made on quarterly earnings conference calls. He travels extensively to speak to clients and corporate executives on the economic outlook, public speaking, and career and management coaching. 

Earlier in his career, Mr. Yamarone was director of economic research at Argus Research and a member of the firm's investment policy committee. He has consulted to monetary and fiscal policymakers and served as an economic adviser to major U.S. corporations. In addition, Mr. Yamarone has held senior positions for several international and domestic money center and investment banks. 

He has taught numerous courses on macroeconomics and economic indicators at several colleges and institutions. He has served as president of the prestigious Downtown Economists Club of New York City. ​

The author of The Economic Indicator Handbook (Wiley Press, January 2017) and The Trader's Guide to Key Economic Indicators, Third Edition (Bloomberg Press, 2012), Mr. Yamarone is a member of the National Association for Business Economists, the American Economic Association, the New York State Economics Association and the Money Marketeers of New York University. He has won numerous accolades for his work including being featured as one of the top 10 economists in the U.S. by USA Today in 2007 and "Nostradamus of the Financial Industry" by Bank Advisor in 2008 for his prediction of the financial crisis. 



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 Event Information

AGENDA
5:30pm - Cocktail Hour and Registration 
6:30pm - Attendees are Seated             
7:00pm - 8:30pm: Dinner and Program​​
8:30pm - Q&A
9:00pm - Dismiss
 
ATTENDEES

CFA Charter Holders​​​​​

Private Investors

Wealth Managers

Financial Consultants

Investment Managers

Academics

Students


ATTIRE

Business Casual

 

CONTINUING EDUCATION CREDITS

This program has been approved by GARP and qualifies for 1.5 GARP CPD credit hours.  If you are a Certified FRM or ERP, please record this activity in your credit tracker at http://www.garp.org/cpd 



 Venue

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The Junior League of Houston
1811 Briar Oaks Lane
Houston, TX 77027

 Registration

​​​​Early Bird Registration ends December 31, 2017. 
Early Bird
Price
Late Price
CFAH Member
*Includes Two Drink Tickets and Parking
$50 $80
Non Member
*Includes Two Drink Tickets and Parking
$80 $100
Students
*Includes One Drink Tickets and Parking
$25 $30



 Sponsors

Platinum Sponsors

Gold Sponsors




​Silver Sponsors

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Table Sponsors
​Garcia Hamilton & Associates
Lazard Asset Management
Columbia Threadneedle ​Investments
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 Sponsorship Opportunities

 Chapter Groups

​​Committee Me​mbers

                                                            
Chair
​Natalie Kassenyeva, CFA, PRM
natalienmk@yahoo.com

Executive
Michael Nichley, CFA
michael.nichley@morganstanleypwm.com​

Fundraising
Natalie Kassenyeva, CFA, PRM
natalienmk@yahoo.com

Michael Nichley, CFA
michael.nichley@morganstanleypwm.com​

Marketing
Fred Mammadbayov, CFA
Fred.Mammadbayov@shell.com

Speakers
Natalie Kassenyeva, CFA, PRM
natalienmk@yahoo.com

Michael Nichley, CFA
michael.nichley@morganstanleypwm.com​


Logistics
Kelly Wilson
kellyw@amc-texas.com​ ​