"How Government Policy Drives Market Returns" Webinar
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Actions in Washington, D.C., c
an be a powerful leading indicator for investment returns. CFA Society Portland and
CFA Society Seattle have invited members of CFA Society Idaho to attend a webinar with Ben Phillips, the Chief Investment Officer of EventShares and MarketDesk, on May 7. He will discuss opportunities to discover "policy alpha."
By identifying big changes in government policy, investors can uncover "policy alpha" opportunities at the sector down to the individual security level. Policy catalysts also yield uncorrelated return opportunities outside of the economic cycle. Learn how to identify and position portfolios to benefit from long-term policy themes.
Mr. Phillips is also a founder and Managing Director of the actionable market insights firm MarketDesk Research. Previously, Mr. Phillips was with Goldman Sachs Asset Management (GSAM), where he had portfolio management responsibilities across several multi-sector total return funds. Prior to GSAM, he held senior investing roles at Providence Equity Partners and Lord Abbett. Mr. Phillips is a CFA charterholder and received an MBA and BSBA in Finance from the University of Missouri.
CFA Society Idaho thanks our colleagues at CFA Society Portland and CFA Society Seattle for inviting our members to attend Mr. Phillips' Webinar.
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Brian Coulton of Fitch Ratings to Discuss the Path to Recovery
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This financial, economic and health crisis is certainly unlike anything we have experienced in our careers, whether they span decades or just a few years. CFA Society Chicago will be exploring factors such as the timing of economies reopening and stimulus measures in a Webinar with Brian Coulton, chief economist of Fitch Ratings, on Thursday, April 30, from 8 a.m. to 9 a.m. Mountain.
The form to register for this complimentary event is here.
Zoom meeting details will be provided after you register. CFA Society Chicago is asking for registrations by 4 p.m. this afternoon. We thank our colleagues at CFA Society Chicago for opening this event to CFA Society Idaho members.
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Announcing the 73rd CFA Institute Annual Virtual Conference
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Join the global community of investment professionals for three days of informative, practical programming focusing on strategies to navigate the evolving global marketplace and fast changing world. The 73rd CFA Institute Annual Virtual Conference will feature presentations and interviews with noted investors, geopolitical experts, best-selling authors, coaches, psychologists, leading researchers, and successful practitioners.
Notable speakers will be:
- Donald Altman, author, mindfulness consultant and trainer
- Aswath Damodaran, Kerschner Family Chair Professor of Finance at Stern School of Business, New York University
- Howard S. Marks, Co-Chairman of Oaktree Capital Management
- Amy Morin, Psychology Lecturer at Northeastern University and author of "13 Things Mentally Strong People Don't Do"
The schedule is:
- Monday, May 18, 11 a.m. to 1:45 p.m. (Mountain)
- Tuesday, May 19, 11 a.m. to 1 p.m. (Mountain)
- Wednesday, May 20, 9 a.m. to 11:10 a.m. (Mountain)
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CFA Institute News: Curriculum Freeze and Virtual Town Hall
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Due to the decision to postpone the 2020 CFA exams, CFA Institute has chosen to freeze the 2020 CFA Program curriculum for two exam cycles. The current curriculum will be tested during the December 2020 exam and on any exams in 2021.
Marg Franklin and Randi Tolber held a virtual town hall earlier this month to offer an update on CFA Institute's strategic planning process and discuss the effects of the coronavirus pandemic.
A recording of the event is available here.
The team from the University of Sydney Business School won the 2020 CFA Institute Research Challenge. This year's event was the first in history to embrace an all-virtual format, both for the regional finals and the global finals.
The official announcement is available here.
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Upcoming CFA Society Idaho events include:
- May 7: CFA Society Portland and CFA Society Seattle Webinar (details above)
- May 18-20: CFA Institute Annual Conference (details above)
- June (tentative; date TBA): Lunch with Salvator Ruscitti, U.S. Equity Strategist with MRB Partners
- September 24: Skills lunch: Achieving Next Level Success by Leveraging Relationships with Fran Skinner
- October 29: Lunch with Lisa Cooper, Socially Responsible Investing
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