February 2026 Webinar NOTICE

Saturday, February 21, 2026

This chapter meeting will be held by Zoom Webinar only

 

The WEBINAR PROGRAM will start at 9:00 a.m. PST
*** REGISTRATION IS REQUIRED ***

 

SEE WEBINAR MEETING ACCESS DETAILS FOLLOWING THE DESCRIPTION OF THE PROGRAM

PROGRAM INFORMATION

TOPIC 1

Team member
Sebastien Page, CFA
Head of Global Multi-Asset and Chief Investment Officer, T. Rowe Price

Sebastien Page is the head of Global Multi-Asset and chief investment officer at T. Rowe Price Group, Inc., where he also cochairs the Asset Allocation Committee and serves on the Management Committee. Sebastien has been with T. Rowe Price since 2015. Previously, he was an executive vice president at PIMCO, leading multi-asset solutions research and development, and a senior managing director at State Street Global Markets. He serves on the editorial boards of The Journal of Portfolio Management and The Financial Analysts Journal and is a member of the Board of Directors of the Institute for Quantitative Research in Finance. He frequently appears on Bloomberg TV and CNBC and was recognized as one of LinkedIn’s Top Voices in Finance (2022) and a Voice of Influence by the CFA Institute. Sebastien earned a B.S. in business administration and an M.S. in finance from Sherbrooke University in Quebec, Canada. He also has earned the Chartered Financial Analyst (CFA) designation.

Seek and Deploy: Macro Currents and Multi-Asset Decisions

This session will explore the evolving capital market backdrop and its implications for tactical asset allocation, drawing on T. Rowe Price’s latest Multi-Asset insights and research. We’ll examine where return expectations have shifted, how macro trends are reshaping relative value across asset classes, and what this means for positioning portfolios in the coming cycle.
Attend this talk and learn…
  • How the macro regime is evolving, where consensus may be misplaced, and which risks truly matter versus those already reflected in markets
  • Where relative value has shifted across equities, rates, credit, and real assets-and how those shifts are changing expected return and diversification properties
  • How to translate these views into actionable Multi-Asset positioning decisions, including when to lean into risk, when to defend, and which allocation levers are most effective now

TOPIC 2

Team member
Jeff Hirsch
CEO of Hirsch Holdings, Editor-in-Chief of the Stock Trader's Almanac

Jeffrey A. Hirsch is CEO of Hirsch Holdings, editor-in-chief of the Stock Trader’s Almanac and publisher of Almanac Investor at www.stocktraderalmanac.com. Jeff is the author of The Little Book of Stock Market Cycles (Wiley, 2012) and Super Boom: Why the Dow Will Hit 38,820 and How You Can Profit from it (Wiley, 2011). He worked with founder Yale Hirsch for over twenty years, taking over for him in 2001. A 35-year Wall Street veteran, he appears on CNBC, Bloomberg, Fox Business, and many other financial media outlets. Now in its 59th year, the Stock Trader’s Almanac has been published every year since 1968.

Midterm Election Years: The Sweet Spot of the 4-Year Cycle

Midterm election year 2026 promises to be fraught with crisis, bear market action and economic weakness. Ten of the last 16 bear markets bottomed in the midterm year-2022 case in point. Inflation is primed to tick up in 2026, threatening to slow economic activity and impact the market most dramatically in Q2 and Q3. This sets up the “Sweet Spot” of the 4-Year Cycle from Q4 in the midterm year through Q2 pre-election year and the next great buying opportunity. Jeff shows you why he expects a 50% market move from the 2026 low to the 2027 high. He zeroes in on 4 Year Cycle trends and timely seasonal trades as well as hot sector plays and the latest off-the-radar, undervalued stock picks that boast new innovative and disruptive technologies in the ever-evolving AI boom tech stack.

Attend this talk and learn…
  • How the Sixth Year of Presidency & AI Super Boom Fuel the Bull
  • How to be prepared for the Sweet Spot of the 4-Year Cycle
  • The importance of the January Barometer

WEBINAR ACCESS INFORMATION

 

Prepay $15 for the Webinar

 

First-time Guests may attend free, but must contact the Assistant Webmaster at aaiilawebmaster@gmail.com to inform him that you are a First-time Guest and give your name and email address

 

THIS PURCHASE SITE WILL CLOSE ON FRIDAY, February 20 AT 6 PM.
CLICK HERE TO PREPAY FOR THE WEBINAR MEETING/span>

 

Please Note:
(1) A webinar registration link for this event will be emailed to payees on two dates: Friday, February 13, and Friday, February 20, after 6:00 pm.
(2) Annual Pass Holders will receive a “name tag pass” at the HOTEL Angeleno at each of the 2 HOTEL Angeleno meetings, and will also receive an email with the registration link for all 10 Webinar meetings. You will have the choice of viewing the Webinar on screen or attending the HOTEL Angeleno in person. Your annual pass gives you access to HOTEL Angeleno or the Webinar for each of the two combo HOTEL Angeleno/Webinar events.
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