Upcoming Events

CFA Society Virginia Presents Tom Essaye "Year-End Market Insights: Fed, Elections, and Volatility E

Year-End Market Insights: Fed, Elections, and Volatility Explained Tom Essaye Wednesday, September 25, 2024 | 12:00 pm EST Online Event In this comprehensive webinar, advisors will gain critical insights into the major events shaping the financial markets as we approach year-end. We'll unpack the key takeaways from the September Federal Reserve meeting, explore the potential market shifts driven by the upcoming November election, and analyze the impact of renewed market activity and volatility as summer ends. Understanding these factors is essential for advisors today because they directly influence market dynamics and investment strategies. This knowledge will enable advisors to provide informed guidance, helping clients navigate uncertainty, optimize portfolios, and mitigate risks in a volatile market environment.   Tom Essaye Tom Essaye, founder and president of Sevens Report Research, is a professional trader with over 10 years of experience in trading equities, commodities, currencies, and bonds. He began his career on the NYSE floor with Merrill Lynch’s Institutional Equity Trading division, handling multi-million-dollar orders for major mutual and hedge funds. In 2005, Tom co-founded a global macro hedge fund, excelling in trading and research. The fund's successful investments included precious metals, agricultural commodities, and energy stocks. Recognizing the potential of shale drilling in 2007, Tom led significant investments in natural gas and energy service companies. Tom launched Sevens Report Research to provide accurate, unbiased market analysis, helping financial professionals make informed investment decisions. His straightforward market views have earned him national recognition, with appearances on CNBC, Fox Business, and Yahoo Finance, and features in major publications like the Wall Street Journal and Bloomberg. Tom holds a degree from Vanderbilt University and an MBA from the University of Florida.   Sevens Report Mission: Sevens Report’s mission is to deliver concise, timely market analysis that equips financial professionals and self-directed investors with the intelligence they need to save time, stay informed, and outperform the competition. By cutting through information overload, we ensure our subscribers are never caught off-guard by market moves, enabling them to focus on business growth and client success. Miscellaneous: All webinar attendees will receive complimentary two-week access to our daily Sevens Report, including our Technicals and Alpha publications. Additionally, we are offering an exclusive 10% discount on all subscriptions. As a special bonus, attendees will have the opportunity for personalized one-on-one walkthroughs with a dedicated Sevens Report representative, ensuring they maximize the value of our insights and tools .

Opportunity Zone Investing: Capital Square’s Experience, Current Projects, and Outlook with Property

Capital Square Founder and Co-CEO Louis Rogers and Co-Head of Development Natalie Mason will present an overview of qualified opportunity zone (“QOZ”) real estate investing and share insights from Capital Square’s extensive experience in this space since 2019. QOZs were created as part of the Tax Cuts and Jobs Acts of 2017 to stimulate long-term private investments in low-income urban and rural communities. By providing tax benefits to investors, QOZ investments are intended to promote economic growth in distressed areas. The presentation will include a tour of one of Capital Square’s completed opportunity zone investments, The Otis, and insight into current and future developments. Title – Opportunity Zone Investing: Capital Square’s Experience, Current Projects, and Outlook with Property Tour Date – Thursday, October 3 Time – 4:00pm - 6:30pm Location – 1661 Roseneath Road, Resident Lounge (3 rd Floor) Parking – Surface lot across the street at 1600 Roseneath Road (enter off of Moore St or Roseneath