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Event Detail

Vault Series: David Ranson (Ended)


Tactical Asset Allocation from Financial-Market Signals

Date, Time, and Location:
Wednesday, March 15, 2017 (add this event to your Outlook Calendar)
3:30 pm - 5:00 pm
33 N. LaSalle Street, Lower Level (Vault), Chicago, IL  60602   (Driving Directions)

Financial markets send signals which motivate and guide the direction in which capital chooses to flow. These market signals could serve as leading indicators for thoughtful investors as they have predictive power for (initially) the price performance of assets and (later) the economy's growth and inflation rates. David will focus on identifying some of these market signals and discussing their predictive power for four primary asset classes: stocks, bonds, commodities, and gold. He will also discuss his ideas on developing portfolios from these asset classes in response to these market signals.

Fee:
Members - $10 or FREE with function ticket
Student Members - $10
Non-Members - $20
(member pricing underwritten by CFA Society Chicago)

CFA Institute Qualified Activity: Eligible for 1 credit hour

Attire: Business Casual

Menu: Refreshments & light snacks

Registration: Register Online

Agenda:
3:30 pm - 4:00 pm - Registration
4:00 pm - 5:00pm - Program

Hosted by: CFA Society Chicago

David Ranson David Ranson, is the president and director of research at HCWE & Co. (formerly Wainwright Economics), an independent investment research firm now located in Cambria, California. Originally the investment performance research arm of H.C. Wainwright & Co. of Boston, Massachusetts, Wainwright Economics became an independent operation in 1978 and has since been renamed HCWE. Prior to becoming a general partner of H.C. Wainwright & Co. in 1977, Mr. Ranson taught economics at the University of Chicago Graduate School of Business. He has been an assistant to then Treasury Secretary William E. Simon, and a member of Director George P. Shultz's personal staff at the Office of Management and Budget. Prior to his service in Washington, he was a member of the Boston Consulting Group. David Ranson is a Senior Fellow with the National Center for Policy Analysis in Dallas and a Fellow of the Institute for Applied Economics, Global Health and Business Enterprise at Johns Hopkins University in Baltimore. He has addressed audiences and published articles on a wide range of economic and investment topics, and has provided testimony to a number of Congressional committees. His work has been mentioned or appeared in the Wall Street Journal, the New York Times, Barron's, the Economist, Forbes, the Christian Science Monitor and other publications. He holds M.A. and B.Sc. degrees from Queen's College, Oxford, and an M.B.A. in finance and a Ph.D. in business economics from the University of Chicago.

*Special Notes Regarding Fees:
Regular, Candidate, and Affiliate Members may apply function tickets as payment for Non-member or Student Member. Credit card required to guarantee ALL reservations except for reservations using Function Tickets. Day-of-event registrations accepted on-site only if applicable and space available. There is a $5 surcharge for walk-ins. Visa, MasterCard, American Express, Discover and Diners Club are accepted. Cancellations accepted until 5:00 pm, March 9.

Passport Program
Members of any CFA society may attend at the CFA Society Chicago member rate. If you are only a member of CFA Institute, you do not qualify for the society member rate.

CFA Institute CE Qualified Activity
This program qualifies for credit under the guidelines for the CFA Institute Professional Development Program.

Content shared during CFA Society Chicago programs is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction. By registering for and attending this event, you acknowledge that any photographs that may be taken are the property of CFA Society Chicago and give your consent to their use in CFA Society Chicago's online and print business communications and marketing.