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Using Market Signals to Guide Tactical Asset Allocation

Event Description

Using Market Signals to Guide Tactical Asset Allocation
Featuring: R. David Ranson, 
President and Director of Research HCWE & Company

March 14, 2017
11:30 AM -1:00 PM

Pursuing value-add through tactical asset allocation is a difficult endeavor for investors.  David will peel back common market narratives and guide us through an empirical look at market signals and their predictive power.  With a focus on capital flows, credit spreads, economic growth, and inflation, he will reveal historical data that indicates how to utilize these signals to effectively allocate among the major asset classes.

11:30 - Check-in, Lunch, and Networking
12:00 - Speaker Session and Q & A
01:00 - Event Concludes

R. David Ranson
President and Director of Research
HCWE & Company
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R. David Ranson is the president and director of research at HCWE & Co. (formerly Wainwright Economics), an independent investment research firm now located in Cambria, California. Originally the investment performance research arm of H.C. Wainwright & Co. of Boston, Massachusetts, Wainwright Economics became an independent operation in 1978 and has since been renamed HCWE.  Prior to becoming a general partner of H.C. Wainwright & Co. in 1977, Mr. Ranson taught economics at the University of Chicago Graduate School of Business. He has been an assistant to then Treasury Secretary William E. Simon, and a member of Director George P. Shultz’s personal staff at the Office of Management and Budget. Prior to his service in Washington, he was a member of the Boston Consulting Group. David Ranson is a Senior Fellow with the National Center for Policy Analysis in Dallas and a Fellow of the Institute for Applied Economics, Global Health and Business Enterprise at Johns Hopkins University in Baltimore. He has addressed audiences and published articles on a wide range of economic and investment topics, and has provided testimony to a number of Congressional committees. His work has been mentioned or appeared in the Wall Street Journal, the New York Times, Barron’s, the Economist, Forbes, the Christian Science Monitor and other publications. He holds M.A. and B.Sc. degrees from Queen’s College, Oxford, and an M.B.A. in finance and a Ph.D. in business economics from the University of Chicago.​

Event Type

Society; Career; Social/Networking; Educational

Education Topic


Start Time

3/14/2017 11:30 AM

End Time

3/14/2017 1:00 PM





Event Country

United States

Event Region


Location Info

​TCF Tower, Marquette Room
121 South 8th Street, Ste 200
Minneapolis, MN 55402​


R. David Ranson

CE Credits


SER Credit




Member Price


Non-Member Price


Candidate Price



Online Registration:

Event Pricing:
Non-Member: $45
Members: $20

Society Members receive a $25 discount (inquire about membership at

Members must login with their CFA Institute account during the checkout process to receive member discount pricing.  Completing registration as a guest will NOT reflect member pricing.

  Get your ​​event ticket here

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All Day Event





Content Type: MyCFA Calendar
Created at 12/21/2016 12:49 PM by[CASMSTS:username]
Last modified at 1/12/2017 7:40 AM by[CASMSTS:username]