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Event Detail

Distinguished Speakers Series: Jim Paulsen (Ended)


Economic and Financial Market Outlook

Date, Time, and Location:
Tuesday, September 10, 2013 (add this event to your Outlook Calendar)
12:00 pm
Chicago Club, 81 E Van Buren St., Chicago, IL  60605   (Driving Directions)

Date, Time, and Location:
Tues., Sept. 10, 2013
12:00 - 1:00 pm
Location: Chicago Club, 81 E Van Buren St Chicago, IL 60605

Program Description:
Jim Paulsen will generally address current conditions of the U.S. economy and financial markets and make predictions as to where it’s going based on past and current conditions of the retails, auto, real estate sectors as well as manufacturing, construction, unemployment, consumer confidence and the stock and bond markets.

Fee:
Members - $45
Non-Members - $55
Student-Members - $10
(payable by cash, check, credit card or function ticket)*

CFA Institute Qualified Activity: Eligible for 1 credit hour

Attire: Business Casual

Menu: Chef's Choice (vegetarian meal available upon request)

Registration: Register Online

Agenda:
11:30 am - 12:00 pm: Registration & Networking
12:00 pm - 1:00 pm: Luncheon Presentation with Q&A

Hosted by: Luncheon Program Advisory Group

Jim Paulsen Jim Paulsen, Chief Investment Strategist, Wells Capital Management
Jim Paulsen is the chief investment strategist at Wells Capital Management. An investment management industry professional since 1983, Paulsen develops investment strategies that assist in the management of separate institutional account assets as well as mutual and collective investment funds. In 1997, he joined Norwest Investment Management, Inc., which later combined with Wells Capital Management. Prior to that, Paulsen was the senior managing director and chief investment strategist for Investors Management Group in Des Moines, Iowa. Earlier, he was president of SCI Capital Management in Cedar Rapids, Iowa. Paulsen is nationally recognized for his views on the economy. He frequently appears on several CNBC and Bloomberg Television programs, including regular appearances as a guest host on CNBC. BusinessWeek named him Top Economic Forecaster and BondWeek twice named him Interest Rate Forecaster of the Year. For more than 25 years, Paulsen has published his own commentary assessing economic and market trends through his newsletter, Economic and Market Perspective, which was named one of "101 Things Every Investor Should Know" by Money magazine. He earned a bachelor's and doctoral degree in economics from Iowa State University.

*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, Sept. 5.

Passport Program
Members of any CFA society may attend at the CFA 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.