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[Webcast] 2021 U.S. Equities Boom or Bust Update

Event Description

Boom or Bust 2021_small.jpg

2021 U.S. Equities Boom or Bust Update 

Tuesday, June 15, 2021 | 4:00 PM - 5:00 PM ET

Current investment trends in the United States continue to shift almost daily and present contrasting sides of whether U.S. Equities are a bubble ready to implode or are a great buying opportunity that still offer the best long-term Investment available. Gabriel Petre, Lead Investment Strategist World Bank Pension Plans, and Jill Hall, CFA and U.S. Equity Strategist and Head of US Small/Mid Cap Strategy at BofA Securities Inc., will present their analysis and recommendations for Equity investors of all types. The presenters will emphasize on the future direction of the U.S. Equity Markets as well as the potential impact of increasing price volatility, increasing interest rates, changes in government regulations, increases in Corporate and Capital Gains taxes, Re-Opening in the U.S. and increasing Covid-19 cases in India and other parts of the World, among different industry sectors, trade disputes, geo-political and other knowns or unknown events.  

CFA Society Washington, DC invites the audience an opportunity to listen and then engage in production discussions during the Q&A portion and openly express their opinions on how their relative assessment of the future direction of general market conditions and U.S. equities. 

Learning Objectives: 

  1. Gain a better Understanding of the current Investment Environment in the U.S. and globally with emphasis on how the past Quantitative Easing actions by Central Bank, and how deficit fiscal spending are possibly creating Asset bubbles especially in equities.
  2. What will be the most likely changes in U.S. Tax policies and what are the potential impact on the U.S. Equity markets.
  3. Understand where the current U.S. Equity markets are in relationship to their historical valuation measures.
  4. Better understand how many long-term investors have constantly made money in U.S. equities and how they will likely continue to do so, as well as what are some of the largest mistakes many investors make and/or are making right now.
  5. Learn about 1-2 possible major disruptions and/or the possible events to monitor that may change many aspects of what we know and expect today.
Who Should Attend? 

  • U.S. Equity and Global Equity Portfolio Managers.
  • Risk Management and Strategic Asset Allocation professionals.
  • Anyone with a 401K, IRA or Pension or Investment Portfolio with a stake in the future direction of U.S. Equities.
  • Anyone who attended our prior Boom or Bust Events in which the speakers were closer to the extremes (All In Equities for the long-run versus All out of Equities to avoid a bubble) and are interested in a possible more middle of the road approach.
Speakers:
Jill Hall, CFA.jpg

Head of US Small and Mid-Cap Strategy and Senior US Equity Strategist
BofA Global Research

Jill Carey Hall is a director and Head of US Small and Mid-Cap Strategy who joined BofA Global Research in 2009. As a senior US Equity Strategist, she works closely with Savita Subramanian, in determining forecasts for the S&P 500, recommending sector allocations for US equities and publishing thematic reports.

Gabriel Petre.jpg

Lead Investment Strategist
The World Bank

Gabriel Petre leads the team responsible for developing the asset allocation and ESG integration strategy for the World Bank's post-retirement benefit funds. As part of his work he is also involved in advising public pension funds of developing countries on governance, investment policy and asset allocation issues, and official institutions of commodity-rich countries in setting up sovereign wealth funds. 

Moderator:
Stuart Cohen.jpg

Senior Financial Officer,
World Bank Group

Mr. Cohen has over 25 years of direct experience working with all aspects of Asset Management including portfolio management, credit risk, operations risk, valuation, accounting, reporting and internal controls. Currently at the World Bank Group, Mr. Cohen serves as the Team Lead for Liquid Investments Accounting, Reporting, and Independent Price Verification Team that is responsible for the daily controls, monthly and quarterly Financial Reporting for the Liquid Investments of IBRD, IDA, MIGA and Trust Funds which total approximately $135 Billion.

Qualifications: I hr Professional Learning | CFA Institute Competency Framework Skill = Investment Strategy & Process + The World Economy

Event Type

Educational

Education Topic

 

Start Time

6/15/2021 4:00 PM

End Time

6/15/2021 5:00 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

Register Here

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 and Refund Requests
  • 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

 

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Description

 

Begin

6/15/2021 4:00 PM

Attachments

Content Type: MyCFA Calendar
Version: 4.0
Created at 4/30/2021 10:00 AM by serena.roche@gmail.com[CASMSTS:username]
Last modified at 6/2/2021 1:09 PM by Jennifer.fromen@gmail.com