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Title

[Webcast] Healthcare Economic Outlook Impact & Opportunities of the 2020 Election

Event Description

​Healthcare Economic Outlook:
Impact & Opportunities of the 2020 Election
Healthcare Outlook.jpg
Wednesday, December 9| 12:00 PM - 1:00 PM

U.S. Healthcare equities are consistently one of the most volatile sectors during every Presidential election cycle due to uncertainty about changes in health care policy. This trend is even more pronounced in the 2020 cycle as the healthcare sector now represents the second largest in the S&P500 just behind technology. Further, the current environment has become a “perfect storm” for healthcare uncertainty and opportunity with the continued focus on a Covid-19 response, and the economic fallout having an extremely discerning impact, devastating some business models while rewarding others. In this CFA Society Washington, DC healthcare sector focused event we will examine the impact from the Covid-19 crisis and how investors may be impacted in the possible periods of more panic and/or opportunity. We will seek to learn what potential scenario outcomes might lie ahead including the policy implications from the White House, and Congress as well as how various subsectors of the health care industry are affected differently, and how demographic forces interact with supply and regulation around drug prices and treatments. 

Learning outcomes:
  1. Learn how the healthcare industry and the various subsectors has performed during 2020
  2. Understand the differing drivers of various health care subsectors
  3. Review different forecasts of potential outcomes of policy decisions on health care reform and drug price controls
  4. Examine demographic drivers of future health care risks and return opportunities
  5. Review the likely movement in equity prices based upon the above possible alternative trends and outcomes
Who Should Attend:
  • CIOs, Wealth Managers/Financial Advisors, Investment Professionals
Speakers:
Damien Conover.jpg
Damien Conover, CFA 
Director of Healthcare Equity Research and Equity Strategy, 
Morningstar

Damien Conover, CFA, is director of healthcare equity research and provides overall strategy guidance within the equity research team. Before joining Morningstar in 2007, Damien was an equity research analyst covering the healthcare sector for Raymond James, Bank of Montreal, and Tucker Anthony. 

Daniel holds bachelor’s and master’s degrees in finance from the University of Wisconsin and was a member of its Applied Security Analysis Program. He also holds the Chartered Financial Analyst® designation.

Andy Lapierriere.jpg
Founding Partner and Head of US Policy, 
Cornerstone Macro LLC

Andy Laperriere is head of US Policy Research for Cornerstone Macro in Washington, DC, where he analyzes the market implications of policy and political developments. Andy analyzes how tax, budget, trade, healthcare, banking, housing, energy and other policy changes could impact the economy and financial markets. He also tracks geopolitical developments, elections, and political trends.

Prior to Cornerstone Macro, Andy was a Senior Managing Director at ISI Group and the head of ISI’s Policy Research team. Before joining ISI, he spent eight years on Capitol Hill working for former House Majority Leader Dick Armey. Andy has been an Institutional Investor-ranked analyst for the past 16 years, and his policy team has been ranked #1 for each of the past 12 years.
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Equity Analyst,
T. Rowe Price

Rouven Wool-Lewis is an investment analyst following health care services in the U.S. Equity Division. He is an Investment Advisory Committee member of the US Large-Cap Core Growth Equity, US Structured Research Equity, US Structured Active Mid-Cap Growth Equity, Health Sciences Equity, and US Small-Cap Core Equity Strategies. Rouven also is a vice president of T. Rowe Price Group, Inc.

Rouven’s investment experience began in 2007, and he has been with T. Rowe Price since 2010, beginning in the U.S. Equity Division. Prior to this, Rouven was employed by UnitedHealth Group as vice president in corporate strategy. Rouven also was an associate analyst in equity research at Oppenheimer & Co.

This program has been granted 1 CFP CE Credit.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, the CFP® certification mark (with plaque design) logo and the CFP® certification mark (with flame design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Event Type

Educational

Education Topic

 

Start Time

12/9/2020 12:00 PM

End Time

12/9/2020 1:00 PM

City

Virtual

State/Province

 

Event Country

 

Event Region

Americas

Location Info

 

Speaker

 

CE Credits

1.00

SER Credit

0.00

Currency

USD

Member Price

25.00

Non-Member Price

45.00

Candidate Price

45.00

Registration

​Click here to register

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We encourage members of other CFA Societies to attend this event at the CFAW Member Rate. Please contact events@cfawashington.org with any questions. 

Discounts/Refund Policy
Group Discount:
Organizations are eligible for a 10% discount when registering three or more people for an event. You may register multiple people, by selecting the Add Person button, after registering the first attendee. All registrations must be processed at the same as the 10% discount will automatically be applied at checkout.

Cancellations, Substitution, and Refund Requests
  • Substitutions are welcome at any time
  • Cancelations must be made in writing and emailed to events@cfawashington.org on or before 5 business days prior to the event
  • No refunds will be processed after 5 pm ET, 5 business days prior to the event.
  • A $25 administrative fee will be applied to all cancellations.
  • Refunds will not be issued for no shows.

All Day Event

 

Recurrence

 

Location

 

Cost

 

Description

 

Begin

12/9/2020 12:00 PM

Attachments

Content Type: MyCFA Calendar
Version: 7.0
Created at 11/5/2020 10:14 AM by serena.roche@gmail.com[CASMSTS:username]
Last modified at 11/6/2020 11:08 AM by serena.roche@gmail.com[CASMSTS:username]