Events Calendar

Manage PermissionsManage Permissions
Export Event


CFA Luncheon:  "Why Millennials and Trust are Turning Cryptocurrencies into an Asset Class" with Thomas J. Lee, CFA, Co-founder and Managing Partner Fundstrat Global Advisors

Event Description

Please join us on May 1, 2018, at the University Club for a presentation by Thomas J. Lee, CFA.


Thomas has over 20 years of experience in macro markets and equity research.  Prior to co-founding the independent strategy research boutique, Fundstrat Global Advisors, he served as Chief Equity Strategist of J.P. Morgan Chase & Co. from 2007 through 2014. And prior to that, was both a highly regarded telecommunications equity research analyst and also small -cap equity/ bankruptcy/reorg strategist (2004-2010).


His clients view his work as both contrarian and highly differentiated, as his approach incorporates an extensive study of historical fundamentals, reliance on credit and cross market leading indicators, as well as market-based views driven by positioning and sentiment.


In his career focusing on technology and wireless companies, investors viewed his approach as deeply fundamental and contrarian.  He identified many major shifts in that sector, premised on the notion that outcomes were more dependent on capital expediency, not investor perception.


Some past examples of this approach include his advocacy of reorg investing during the early 2000s.  Becoming secularly bullish on equities in 2009.  Recommending a recovery in housing in 2012, and arguing that by 2016, the reset of credit scores would seriously boost demand—which indeed was the case.


Recently, he has brought this focus onto Crypto-currencies and blockchain, as the innovation of this area looks like a rejuvenation of the industrial/technological revolution.


He is a CFA® charterholder and a member of the New York Society of Security Analysts (NYSSA) and the Economic Club of NY.  He received his BSE from the Wharton School at University of Pennsylvania with concentrations in Finance and Accounting.

Event Type


Education Topic


Start Time

5/1/2018 12:00 PM

End Time

5/1/2018 1:30 PM





Event Country


Event Region


Location Info

​University Club of Portland
1225 S.W. Sixth Avenue
Portland, Oregon  97204


Thomas J. Lee, CFA

CE Credits


SER Credit




Member Price


Non-Member Price


Candidate Price



All Day Event





Content Type: MyCFA Calendar
Created at 2/26/2018 1:36 PM by
Last modified at 2/26/2018 1:36 PM by