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Fall Speaker Series - CFA Society Madison

Event Description

Monday, 9/27
Jim Reid - Deutsche Bank
More information to come.

Tuesday, 9/28
Jason English & Kate McShane, CFA – Goldman Sachs 

Future of Retail
The pandemic has rapidly accelerated the shift toward e-commerce and triggered a new digital age for the retail industry as most people moved to work and shop remotely. In addition, there were significant shifts in wallet share, as consumers exhibited increased demand for "at home" categories. Will this growth in digitization persist, how do companies manage their omnichannel sales strategies, and what are the future trends of consumer wallet share? These topics and more will be discussed in the "Future of Retail" presentation. 

Wednesday, 9/29
Mike Acton, CFA - AEW Research

The Great American Reopening – Moving Beyond COVID
The great American Reopening is in progress. Most employees will be returning to work in some form after Labor Day and children will be going back to school. What does this mean for the commercial real estate property sectors? Mike Acton, Head of AEW Research, will look at why this is going to be an interesting time for property investment.

Thursday 9/30
Jonathan Root, CFA & Peter Trombetta -
Moody's Corporate Finance Group

Post COVID Business and Leisure Travel
Moody's airlines analyst Jonathan Root and lodgings industry analyst Peter Trombetta will discuss the outlook for travel and tourism in 2021 and beyond, and consider what it will take to get travelers back on the road and in the air.

Friday, 10/1
Jim Paulsen - The Leuthold Group, LLC

Economic & Market Outlook
Mr. Paulson will examine the economic expansion and the response of the financial markets in the coming year. Why U.S. real GDP growth is poised to remain above 4% in 2022 and perhaps persist at a slightly stronger growth rate (say 3% to 3.5%) in the balance of this expansion.  Will inflation become the centerpiece of 2022, or will it prove to be transitory?  Will bond yields finally move higher once the Fed begins to taper QE?  Will the U.S. dollar gain considerable attention next year by finally breaking below its technical support level nearby 89?  Can commodity prices keep climbing?  Cyclicals or growth stocks?  And will the stock market ever suffer a correction? Or something worse?

Click here to view the speakers' bios.

Event Type


Education Topic


Start Time

9/27/2021 12:00 PM

End Time

9/27/2021 1:00 PM

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Virtual Event

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Location Info

This is being offered as a virtual event. 



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​To register - click here!

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Content Type: MyCFA Calendar
Created at 9/1/2021 2:58 PM by [email protected]
Last modified at 9/1/2021 2:58 PM by [email protected]