CFASP Luncheon: The Innovation Economy v. The Fed

When:  Jun 4, 2024 from 12:00 PM to 01:15 PM (PT)
Associated with  CFA Society Portland

The Innovation Economy v. The Fed

June 4, 2024

Please join the CFA Society Portland at the Coopers Hall on June 4th for a luncheon with Scott Helfstein, PhD, of Global X ETFs.

Investors are warned not to fight the Fed, but what happens when the Fed squares off against powerful structural change in the economy? There is an innovation boom underway in the U.S., and the impact of corporate investment should not be overlooked. Companies are adopting automation technologies like AI and robotics with a potentially tectonic impact to markets and valuations.

Scott joined Global X in 2022. He is responsible for delivering actionable insights and innovative investment strategies to clients, researching trends at the intersection of accelerating technological, demographic, and environmental change.

Previously, Scott was responsible for building out the ProShares line-up of thematic ETFs. Prior to that, he served as Head of Thematic Portfolios and Co-Head of Market Research and Strategy at Morgan Stanley, launching the firm’s thematic research and portfolios, while managing a team that developed global multi-asset investment advice. Scott also held prior roles at BNY Mellon, Credit Suisse First Boston, and the Federal Reserve Board of Governors. His work has appeared in numerous media outlets including Barron’s, Bloomberg, and Foreign Affairs.

Scott is the co-chair of the Business and Security Roundtable at Fordham University’s Center for National Security and is a Fellow at the Center for Cyber and Homeland Security at Auburn University. He served as an Assistant Professor of Social Science at the U.S. Military Academy and the Director of Research at West Point’s Combating Terrorism Center, working across 60 government offices. He is also a member of the Economic Club of New York and was a Term/Corporate Member in the Council on Foreign Relations.

Scott holds a Joint Doctorate in Public Policy and Political Science from the University of Michigan, an MA in War Studies from King’s College (London), and a BBA in Finance from The George Washington University.

Date: June 4, 2024

Time: 12:00 to 1:00 - presentation | 1:00 to 1:15 - Q&A

New location!

Coopers Hall

2218 N.E. Broadway

Portland, Oregon 97232

Thanks to the generous sponsorship from Global X ETFs, this luncheon is complimentary for CFASP members.

Nonmembers: $50


Coopers Hall
2218 N.E. Broadway
Portland, OR 97232