CFA Society Chicago

33 N. LaSalle Street

United States

Tactical Asset Allocation from Financial-Market Signals

CFA Society Chicago

Date, Time, and Location:
Wednesday, March 15, 2017
3:30 pm – 5:00 pm
33 N. LaSalle Street, Lower Level (Vault), Chicago, IL  60602

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.

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 HERE

3:30 pm – 4:00 pm – Registration
4:00 pm – 5:00pm – Program

Hosted by: CFA Society Chicago

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.



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