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2019 March Executive Event - What Did We Learn in 10 Years & Where Do We Go From Here?
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2019 March Executive Event - What Did We Learn in 10 Years & Where Do We Go From Here?

3/14/2019
When: Thursday March 14, 2019
7:00AM - 9:00AM
Where: Federal Reserve Bank of Boston
600 Atlantic Avenue
Boston, MA  02210
United States
Contact: Makenzie Howard
978-364-5134


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The Dow plunged 54% in 18 months between 2008 and 2009, the largest since the Great Depression of 1929.  We have come a long way since the Federal Reserve and the Treasury had to step in and save the banking system from going under. FEI Boston’s panel of senior investment strategists will take a look back at the decade following the financial meltdown and will discuss current trends and sign posts that may indicate which direction the market will go.

 

The panel will discuss:

·         Whether the Dodd-Frank Wall Street Reform and Consumer Protection Act, and § 619 (the Volcker Rule) make us more secure.

·         Market risks related to central banks, low interest rates, and massive global debt levels.

·         Risks associated with passive investing.

·         The impact China tariffs may have on the global economy.

·         Quant driven or computer driven algorithms, and the risks—such as the “Flash Crash” of May 2010—of money being managed by machines.

·         The impact artificial intelligence (AI) may have on the global workforce, and if the market has priced for this.

·         Whether the record low market performance in the fourth quarter of 2018 indicates a risk of recession.

·         Where the US stands in the current business cycle.

·         And, what keeps them awake at night!

·        The panel also looks forward to answering questions from the audience of FEI-Boston!

 

MODERATOR

Andrew Hammond, CFP®, Partner & Wealth Advisor at AAFCPA Wealth Management

 

Andy is a Partner & Wealth Advisor at AAFCPA Wealth Management, a Registered Investment Advisory (RIA) Firm whose mission is to provide valuable peace of mind to those who share the awesome responsibility to manage wealth. He provides comprehensive and carefully designed financial plans for individuals & families, nonprofits & foundations, and retirement plan sponsors.

Andrew joined AAFCPA Wealth Management after 17 years in financial services at Fidelity Investments, and he is absolutely passionate about the markets. He loves to work with clients to help protect and growth their assets in an ever-changing and unpredictable investment landscape. He provides custom financial plans that incorporate tax planning, investment management, insurance evaluation and planning, business consultation, and estate planning. Andy appreciates that each client’s goals and aversion to risks are personal, and in progress. When designing a financial plan, he takes the time to evaluate each clients’ unique situation, and his proven solutions do not stop at plan design, because he knows that even the simplest financial planning and asset allocation strategies need re-balancing on occasion. He continues to harness the firm’s collective knowledge, tools and tax resources to creatively adapt, and to share new ideas and insights as clients’ needs evolve and change over time.


 

 

SPEAKERS

Jeffrey Mortimer, CFA, Director of Investment Strategy

Education:

Master of Business Administration, University of Chicago Graduate School of Business, Bachelor of Science, Babson College Certifications: CFA Charter holder

 

Jeffrey Mortimer is the director of investment strategy for BNY Mellon Wealth Management. In this role, he leads a team that sets capital market expectations and is responsible for making asset allocation recommendations. Jeff has more than 25 years of experience in the financial services industry. Prior to joining the firm, Jeff worked for Charles Schwab for 13 years in increasingly senior positions, culminating with his appointment as chief investment officer. He also worked for nearly 10 years in boutique firms in the Boston area, serving high net worth individuals and families. He is a national speaker on issues of investment strategy, the financial markets and the economy. He has been featured in numerous media outlets, including Barron’s, Fortune, Bloomberg and CNBC. He serves on the Advisory Board for the Stephen D. Cutler Center for Investments and Finance at Babson College. 

 

 

Jay Bryson, Managing Director and Global Economist, Wells Fargo Securities

Jay Bryson provides analysis on macroeconomic developments in the major economies of the world. He is based in Charlotte, N.C. Before joining the company in 1998, Jay was an economist in the Division of International Finance at the Federal Reserve Board in Washington, D.C. From 1989 to 1992 he was an assistant professor of economics at the University of Alabama. Jay has also lectured on international economics and macroeconomics at the School for Advanced International Studies at Johns Hopkins University and at Georgetown University.

 

Jay has published in academic and popular economic journals, and his comments on the economy regularly appear in the Wall Street Journal, the New York Times, and USA Today. He also makes frequent appearances on CNBC and Bloomberg TV. Jay is a member of the American Economic Association and the Charlotte Economics Club. He is also a member of the National Association for Business Economics and served on its board of directors from 2010 to 2013 and received his B.A. and Ph.D. degrees in economics from the University of North Carolina at Chapel Hill.

 

 

 

 

 

John S. Traynor, Chief Investment Officer, People’s United Wealth Management

As Chief Investment Officer, John directs the overall investment process and has ultimate responsibility for the work of various investment committees. He also serves as the chief spokesman for the firm’s investment outlook through regular strategy briefings. He appears regularly on CNBC, Nightly Business Report and Fox Business Network, as well as being quoted in the NY Times and Wall Street Journal. 

Prior to joining People’s United Wealth Management in 2011, John served as Director of Investment Strategy and Alternative Investments at Hawthorn, a $22 billion family office in the PNC Financial Services Group. 

John is a Board Member on the Council of Churches, on the Professional Advisors Council for the Fairfield County Community Foundation, Chairman of OARS and a member of the Patterson Club, Saugatuck Rowing Club and the University Barge Club. 

John graduated from Villanova University with a bachelor’s degree in business administration, with a concentration in finance. 


 

 

Agenda

7:00AM - 7:30AM: Registration, Breakfast and Network

7:30AM - 8:30AM: Panel Discussion

8:30AM - 9:00AM: Wrap and Depart

 

Photo/Video Release

Photographs and videos of attendees are taken at FEI Boston programs. By registering for this program, you are giving FEI Boston permission to take your photograph or video and use it with or without your knowledge and permission on FEI Boston promotional material including but not limited to our newsletters and conference materials, social media, publications, and our website.

 

Cancellation Policy

Please send cancellations to karenr@feiboston.org no later than 5:00PM on Thursday March 7, 2019.


CREDIT INFORMATION

This meeting qualifies for one 1 CPE credit.

 

Learning Objectives: See above

 

Cancellation Policy: Please send cancellations to karenr@feiboston.org no later than 5:0PM Friday March 8th

 

Field of study: Economics

Prerequisites: There are no prerequisites for this meeting. 

Advance preparation: There is no advance preparation require for this meeting. 

Type of delivery method: Group-Live

Financial Executives International (FEI) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasba.org

For FEI CPE credits, one credit hour equals 50 minutes according to NASBA guidelines. Some states boards may differ on how many minutes constitute a credit hour. Contact your state board for more information. Available in all State except those that do not accept web-based self-study credits. For more information regarding administrative policies such as complaint and refund, please contact our offices at 978.364.5134.

 

 

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