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Now What? How Should Investors be Positioned

Event Description

Join us for this luncheon presentation as Doug Ramsey, Chief Investment Officer for Leuthold Group will provide an assessment of how investors should position for the second half of 2017.  

Doug Ramsey is the Chief Investment Officer of The Leuthold Group, LLC, and Co-Portfolio Manager of the Leuthold Core Investment Fund and the Leuthold Global Fund.  In addition to his CIO and Portfolio Management responsibilities heading both the asset allocation and investment strategy committees, Doug maintains the firm's proprietary Major Trend Index, a multi-factor model which evaluates the underlying health of the markets, both domestically and globally.

Doug is an accomplished speaker and has presented at a range of engagements, including the Morningstar Investment Conference, CFA societies across the U.S., and is frequently used as a resource by the financial press, including appearances on CNBC and Bloomberg TV.  He has been quoted in Barron's and is often referred to by the leading trade journals for a variety of topics. He is a member of the Charles Dow Award committee, and the Market Technicians Association.

Before joining the Leuthold team, Doug was Chief Investment Officer of Treis Capital in Des Moines, Iowa, where he managed equity portfolios and published a quantitative equity research product. Prior to that, he worked at Principal Global Investors. Doug is a Phi Beta Kappa graduate of Coe College in Cedar Rapids, IA, where he earned a Bachelor's degree in Economics and Business Administration. He also played four years of varsity basketball at Coe, earning Academic All-America honors in 1986-87. Doug received an MA degree in Economics from The Ohio State University in 1990; he earned his CFA designation in 1996 and became a Chartered Market Technician in 2003.

Event Type

Society; Educational

Education Topic

Equity Investments; Portfolio Management

Start Time

5/18/2017 11:45 AM

End Time

5/18/2017 1:15 PM





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Event Region


Location Info

​The Madison Club
5 East Wilson Street
Madison, WI 53703


Doug Ramsey, CFA, CMT

CE Credits

1 credit

SER Credit




Member Price

No Charge

Non-Member Price


Candidate Price

$15 / University Student - $10


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All Day Event




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Content Type: MyCFA Custom Calendar
Created at 2/7/2017 4:56 PM by
Last modified at 5/18/2017 8:36 AM by