Luncheon at Briar Club

When:  Dec 4, 2024 from 11:30 AM to 01:00 PM (CT)
Associated with  CFA Society Houston

Topic: 2025 Market Outlook: From the Land of Oz to the Investment Landscape

Presentation Summary:

Are you ready to navigate the investment landscape in 2025? Join CFA Society Houston for an engaging and insightful presentation by Andy Kaprin, CFA, Partner and Head of Portfolio Construction at Corient,  as he unpacks the complexities of today’s economy and markets. Why has the U.S. economy demonstrated such resilience? What lies ahead for the Fed, GDP growth, and inflation? How might the post-election environment shape financial markets?   Join us to gain valuable perspectives and actionable insights to guide your investment decisions in the year ahead.

As Partner and Head of Portfolio Construction, Andy serves on Corient’s national investment committee, which oversees the firm’s $170 billion investment platform. His insights, spanning all major asset classes—fixed income, equities, and alternatives—are regularly featured in CNBC, Bloomberg TV, and The Wall Street Journal. Andy holds a BA in Economics and Political Science from Drew University, is a Chartered Financial Analyst (CFA) charterholder, and a member of CFA Society New York.

Speaker Details:


Andy Kaprin
Partner and Head of Portfolio Construction
Corient

As Partner and Head of Portfolio Construction, Andy serves on Corient’s national investment committee, which oversees the firm’s $170 billion investment platform. His insights, spanning all major asset classes—fixed income, equities, and alternatives—are regularly featured in CNBC, Bloomberg TV, and The Wall Street Journal. Andy holds a BA in Economics and Political Science from Drew University, is a Chartered Financial Analyst (CFA) charterholder, and a member of CFA Society New York.

This presentation will give 1.0 of PL credit.

Garage parking and valet parking are available.

To avoid the meal fee, reach out to karina@amc-texas if you need to cancel your registration.

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Location

Briar Club
2603 Timmons Lane
Houston, TX 77027