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Event Detail

CFA Chicago 2014 Economic and Capital Markets Forecast, featuring Austan Goolsbee (Ended)


2014 Outlook: Economic and Capital Markets Forecast

Date, Time, and Location:
Thursday, January 09, 2014 (add this event to your Outlook Calendar)
7:30 am
The Standard Club, 320 S Plymouth Court, Chicago, IL  60604   (Driving Directions)

Date, Time, and Location:
Thurs., Jan. 9, 2014
7:30am - 11:00am
Standard Club, 320 S Plymouth Ct., Chicago, IL 60604

Program Description:
Following the financial crisis, monetary policy and politics have significantly shaped the investment environment. In early 2014, a new chair will take the helm at the Federal Reserve. What opportunities might the investment landscape offer in 2014? What should investors consider in developing their 2014 investment strategies? How might higher interest rates impact investment choices?

Join us for our forecast event where keynote speaker, Austan Goolsbee and our panel of leading strategists in economics, equities, and fixed income will share their insights and outlook for 2014.

You will learn:

  • 2014 macroeconomic forecast and risks to forecast
  • Investment considerations and opportunities in equities and fixed income
  • Prospects for rising interest rates and impact on investment landscape

Keynote:
Austan Goolsbee - Robert P. Gwinn Professor of Economics at The University of Chicago's Booth School of Business; Former Chairman of the Council of Economic Advisors

Panelists:
Stephen Antczak, CFA - Head of U.S. Credit Strategy, Citigroup
NEW - Jeffrey J. Burton - Partner, Head of Institutional Sales, Furey Research Partners
Nancy Lazar - Partner & Head of Economic Research Team, Cornerstone Macro LP

Fee*:
Members - $55 $45 or Free with Function Ticket
Student-Members - $55 $20
Non-Members - $55
Reserved VIP Table - $360 (8 guests, company name displayed on table) contact office directly
(member pricing underwritten by CFA Chicago)

CFA Institute Qualified Activity: Eligible for 2.5 credit hours

Attire: Business Casual

Registration: Online registration closes at noon CT on Jan. 8; please call the office for registrations after that time.

Menu: Continental Breakfast

Agenda:
7:30am - 8:00am: Registration
8:00am - 9:15am: Panel Discussion
9:15am - 9:45am: Q&A with Panelists
9:45am - 10:00am: Break
10:00am - 11:00am: Keynote Speaker and Q&A

Hosted by: Education Advisory Group

Keynote:
Austan Goolsbee Austan Goolsbee is a professor at the University of Chicago's Booth School of Business and one of the world's leading experts on business, government and the economy. Goolsbee also serves as a strategic partner and head of the Economic Advisory Practice for 32 Advisors, a global consulting and advisory firm. Goolsbee most recently served as chairman of President Barack Obama's Council of Economic Advisers and a member of the Cabinet as well as the chief economist for the President's Economic Recovery Advisory Board (chaired by Paul Volcker). Prior to the Obama administration, he served as a member of the Panel of Economic Advisers to the Congressional Budget Office. He is a former Fulbright Scholar and Alfred P. Sloan Fellow and he currently serves as a member of the Economic Advisory Panel to the Federal Reserve Bank of New York. In 2005, he was selected as one of The Financial Times' six "Gurus of the Future." Goolsbee earned his bachelor's and master's degrees in economics from Yale University and his Ph.D. in economics from the Massachusetts Institute of Technology.

Panelists:

Stephen Antczak Stephen Antczak, CFA, is currently a Managing Director at Citi, where he heads the U.S. Credit Strategy team. Antczak has worked in a strategy capacity for more than 15 years across a broad range of asset classes, ranging from the Treasury market to the equity market. Antczak's work includes developing general investment strategies, building valuation and hedging models, as well as making specific trade recommendations for both internal and external clients. In addition to his current role at Citi, Antczak is an Adjunct Professor at Fordham University. Antczak recently co-authored a book titled Leveraged Finance: Concepts, Methods, and Trading of High-Yield Bonds, Loans, and Derivatives with Frank Fabozzi, and has made various contributions to The Handbook of Fixed Income Securities. He has also earned a ranking on Institutional Investor's All-American Research Team. Prior to joining Citi Antczak headed the U.S. Credit Strategy team at Société Générale, and led the Leveraged Finance Strategy team at UBS. Previously he also worked as a senior strategist at Merrill Lynch, and as an economist at the Bureau of Labor Statistics. Antczak graduated from the University of Michigan with a B.A. in Economics and an M.B.A., and holds Chartered Financial Analyst status.

Jeffrey Burton Jeffrey J. Burton, is Partner and Head of Institutional Sales at Furey Research Partners. Prior to FRP, Burton enjoyed a successful fifteen year career at Morgan Stanley. From 2006-2007, he served as Managing Director, Head of Fundamental and Quantitative Equity Research, a proprietary trading research team. In this capacity, he managed both a team of desk research analysts and a dedicated energy MLP fund. From 2003-2006, Burton served as Managing Director and Head of Research Product Development and Marketing. He began his Wall Street career at Morgan Stanley in 1992 and served in various institutional sales positions in New York, San Francisco, and Boston. Burton earned an MBA in Multinational Management from The Wharton School of the University of Pennsylvania and a BA in English Literature from Trinity College. He currently resides in Boston with his wife and three young children.

Nancy Lazar Nancy R. Lazar leads the Economic Research team of Cornerstone Macro. Lazar's work as an economist is renowned for its forward-looking and detail-oriented insights. Before founding Cornerstone, she was the Vice Chairman and Co-Founder of ISI Group for over 20 years. Lazar has been an Institutional Investor-ranked economist for the past 12 years, and has been ranked #2 for the past 4 years. Prior to founding ISI in 1991, Lazar was a Senior Vice President at CJ Lawrence. She graduated from Kalamazoo College in 1979. Lazar is a member of The Economic Club of New York, New York Forecasters, Money Marketeers, NYABE, NABE, and Women in Finance & Housing.

*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, Jan. 6.

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.