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Export Event


Thematic Investing Strategies & 2008 Charter Ceremony


The Plaza Club

Start Time

10/29/2008 12:00 PM

End Time

10/29/2008 1:30 PM


Ed Kerschner, CFA, Chief Investment Strategist for Citi Global Wealth Management, will discuss Thematic Investing and be the keynote speaker at our 2008 Charter Award Ceremony Luncheon. This is a CE Credit Event.
Institutional Investor magazine has called Mr. Kerschner "one of the deans of thematic investing." As Mr. Kerschner explains it, thematic investing analyzes how demographic, technological and political trends will affect financial markets, and identifies market sectors and individual securities that will benefit. The main topics of his presentation will focus on:
  • The 2008 election and The End of the Populist Pause - implications for energy policy and healthcare
  • Investing Implications of a Changing Climate - companies, industries, and countries that seem well positioned to benefit from climate trends
  • Global Infrastructure - opportunities for the builders, owners and operators of infrastructure assets
Edward M. Kerschner, CFA, is the Chief Investment Strategist for Citi Global Wealth Management. Previously Mr. Kerschner had been the Chief Investment Officer for Citi Investment Research since joining Citi in 2004. He has more than 30 years of experience in the securities industry, beginning his career in 1974 with Cowen & Co. He joined PaineWebber in 1982 as Chief Investment Strategist and Chairman of the Investment Policy Committee. Upon the UBS AG acquisition of Paine Webber in 2000, Mr. Kerschner was the Chief Global Strategist for UBS Investment Research through 2003. Since 2001, Mr. Kerschner has also been Adjunct Professor of Finance at New York University, Leonard N. Stern School of Business. Mr. Kerschner received a B.S. degree from the New York University School of Engineering and Science and an M.B.A. degree from the New York University Graduate School of Business Administration.
Our 2008 Charter Awards Ceremony will also take place at this event - be sure to attend and congratulate the new charterholders. Non-members are welcome to attend at a cost of $25 per guest.
We look forward to seeing everybody at the Plaza Club on Oct. 29th!

All Day Event









Content Type: Event
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Last modified at 10/7/2008 10:23 AM by 0#.w|aimr\cfa461