February 2025 Webinar NOTICE

Saturday, February 15, 2025

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
Amy P. Raskin
Chief Investment Officer, Chevy Chase Trust

As Chief Investment Officer, Amy P. Raskin leads investment strategy, research and portfolio management at Chevy Chase Trust.  Prior to Chevy Chase Trust, Amy was Senior Vice President at AllianceBernstein in New York, serving as Director of Thematic Research, head of U.S. & Global Growth Equity Research and Chief Investment Officer of AllianceBernstein Venture Capital Fund. Amy’s team published in-depth research papers on a wide range of investment-related topics such as climate change, China, molecular medicine, hybrid autos and broadband, among others. Amy joined AllianceBernstein in 2000 as an equity analyst and spent 13 years there focused on deep research and thematic investing. Earlier, she worked as an investment banker at Lehman Brothers and as a research analyst at Donaldson, Lufkin & Jenrette.

Amy graduated from the University of Pennsylvania School of Engineering and Applied Science with a major in Systems Engineering and a minor in Management from the Wharton School. She serves on the Board of Advisors for the University of Pennsylvania School of Engineering and Applied Science and is a member of the Board of Directors of the JDRF T1D Fund, a venture philanthropy fund focused on finding a cure for type-1 diabetes. Amy is a guest contributor on CNBC and a sought-after speaker at industry conferences.

Thematic Investing:  Capitalizing on Change

In this presentation, Amy Raskin will discuss her firm’s long-standing approach to Thematic Investing.  She will address some of the most consequential secular changes she believes are influencing the markets today and explain why she believes a major transition in market leadership is about to begin.  Finally, Ms. Raskin will review her current investment themes and answer questions about her positioning and methodology.

Attend this talk and learn…
  • How to identify powerful disruptive trends taking place in the economy today and how an investor can benefit from these disruptions for a sustainable period of time
  • What are some of the most important changes taking place in the economy today, and which sectors will benefit the most and which sectors do investors need to avoid
  • Why the massive shift toward indexing and passive investing has accentuated overvaluation of some sectors and massive undervaluation of other sectors and why this will contribute to a major transition in market leadership

TOPIC 2

Team member
Robert C. Doll, CFA
Chief Executive Officer and Chief Investment Officer, Crossmark Global Investments

Bob Doll is a financial services industry veteran with over 40 years of experience managing large cap equity strategies as well as long and long-short equity strategies. His weekly, quarterly, and annual investment commentaries focus on key themes and risks driving equity markets, monetary policy, and the global economy. Bob is a regular guest and contibutor to multiple media outlets such as CNBC, Bloomberg TV, Moneywise, and Fox Business News.

10 Predictions for 2025

Investors can expect the bull market to continue, but remain cautious about valuation.  Policy uncertainty is higher than usual, in part because there are so many policy changes at the same time.  Donald Trump campaigned on a mix of policies that are both economy supportive (tax cuts and deregulation) and disruptive or negative (tariffs and deportation).  As a result, the election outcome has created fatter tails for the U.S. economy.  It is possible that a mix of pro-growth and disruption policies will occur simultaneously, thereby heightening uncertainty as well as economic and financial market volatility. 

Attend this talk and learn…
  • How did Bob Doll do in his predictions for 2024?
  • What are Bob's predictions for 2025?
  • Which sectors of the market will outperform and which sectors should investors stay clear of?

WEBINAR ACCESS INFORMATION

 

Prepay for 2025:
$85 for 9 Meetings – a Savings of $50

 

Alternatively, prepay $15 for the Webinar

 

First-time Guests may attend free, but must contact the Assistant Webmaster at aaiilaasstwebmaster@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 14 AT 6 PM.
CLICK HERE TO PREPAY FOR THE WEBINAR MEETING

 

Please Note:
(1) A webinar registration link for this event will be emailed to payees on two dates: Friday, February 7, and Friday, February 14, 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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