Upcoming Events

Asset Rotations Over the Cycle

Dr. Kevin Spellman, CFA, called "Coach" by students and others as he loves coaching investments, will deliver the finale of his recent series on translating Economics to Investments. He brings over 30 years of professional experience and over 25 years of teaching to bear on the following macro topics culminating in the upcoming asset allocation rotation strategy to wich you are invited. It is recommended to watch as many of the prior presentations, as is practical, before the capstone presentation on February 10th at 14:00 (GMT+1). 1.         The Economy, The Cycle, The Market Says -          Originally presented November 6 th , 2025 2.         Government: Fiscal and Monetary Policy -        Originally presented November 20 th , 2025 3.         The Dollar, Trade, and Commodities -         Originally presented December 4 th , 2025 4.         Asset Rotations Over the Cycle -          February 10 th 14:00 (GMT+1). As the David O. Nicholas Director of Invetment Management, he leads the University of Wisconsin-Milwaukee's Investment Management Certificate Program (IMCP) and is a periodic adjunct professor at IE Business School. He also teaches investments through IE and PIF Academy in Saudi Arabia. He's been an analyst, portfolio manager, and director of research on the buy-side and sell-side, and most recently as senior advisor and macro strategist at Institutional Sharholder Services. His expertise crosses most asset classes and fundamental through quantitative investing. RSVP HERE