Feb 5, 05:00 PM - 08:30 PM (CT)
Markets vs. Washington: Navigating AI, Midterm Elections, and the $38+ Trillion National Debt in 2026
Is the financial system entering a new era of unprecedented opportunity or bracing for a speculative collapse? The dynamics of a rapidly escalating national debt, persistent economic imbalances, a polarized Washington, and the exponential rise of artificial intelligence demand immediate, unfiltered answers.
These macro forces, fiscal constraints, and emerging technologies will define 2026. As investors navigate rising debt and the rapid evolution of AI, the uncertainty of the 2026 midterm elections adds another layer of policy and market risk that cannot be ignored.
Join us for the CFA Society Nashville 2026 Forecast Dinner on Thursday, February 5 from 5:30 - 8:30 PM at The Westin Nashville, the Society’s signature annual event and Nashville’s premier gathering of financial professionals.
This year’s program features an unfiltered fireside chat with:
Jim Bianco , President and Macro Strategist at Bianco Research, a renowned macro forecaster known for his prescient market calls.
Maya MacGuineas , President of the bipartisan Committee for a Responsible Federal Budget, the nation's leading independent voice on fiscal responsibility and the national debt crisis.
The conversation will be expertly moderated by Rick Brink, CFA , Chief Market Strategist at AllianceBernstein.
Together, they will deliver an in-depth analysis of the critical issues, including:
De-risking Macro Blind Spots: Identifying where markets may misprice policy transitions and geopolitical flashpoints.
The Fiscal Cliff Ahead: Assessing the sustainability of deficits, the structure of the bond market, and the breaking point for debt issuance.
AI: Hype vs. Value: The true role of artificial intelligence and midterm dynamics in shaping long-term investor sentiment and valuation risks.
Portfolio Imperatives: Actionable strategies for tactical and strategic positioning across equities, fixed income, and essential inflation hedges.
This premium event includes a full-course dinner, open bar, and valet service in an exclusive setting at The Westin Nashville. Please visit location, tickets and pricing, and event schedule on the event website to learn more.
Seating is limited for this premier event. Early registration is strongly encouraged.
CFA Society Nashville Members: Register before Tuesday, December 31 and save $25. Early bird registration price is $125 after December 31 it is $150.
Early Bird Member Registration will close on Tuesday, December 31, 2025
Registration will close on Wednesday, January 28, 2026