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March 5 Annual Luncheon Meeting

March 5 @ 11:30 am - 2:00 pm

11:30 – 12:15    Registration/Networking
12:15 –  1:00     Lunch
1:00   –  2:00     Last Leg on the Long Road to Normal

At the start of 2024 investors remain focused on the macro environment, comforted by falling inflation and a soft landing so far but concerned about geopolitical turmoil. On balance, our economic outlook for 2024 can be summarized by the number itself: 2% growth, 0 recessions, 2% inflation, and 4% unemployment, which represents a supportive backdrop for financial assets. In addition, the Fed has shifted to a more dovish stance, with rate cuts on the horizon this year. However, with an upcoming election it is more important than ever for investors to adopt a disciplined, rather than emotional, investing approach. Using slides from the Guide to the Markets, Dr. David Kelly will shine some light on these issues and their investment implications.

 

Dr. David Kelly, Chief Global Strategist, J.P. Morgan Asset Management
Dr. David Kelly is the Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management. With over 20 years of experience, David provides valuable insight and perspective on the economy and markets to the institutional investor and financial advisor global communities.

David’s research focuses on investment implications of an evolving economic environment. He has written extensively on all aspects of the U.S. economy and his proprietary U.S. economic forecasting model helps shape his views on both the economic landscape and prospective asset class returns. He currently sits on JP Morgan Fund’s operating committee.
Throughout his career, David has developed a unique ability to explain complex economic and market issues in a language that financial professionals can use to communicate to their clients. He is a keynote speaker at many national investment conferences and a frequent guest on CNBC, Bloomberg, and other financial media outlets.
Prior to joining J.P. Morgan Asset Management, David served as Economic Advisor to Putnam Investments. He has also served as a senior strategist/economist at SPP Investment Management, Primark Decision Economics, Lehman Brothers and DRI/McGraw-Hill.
David is a CFA® charterholder. He also has a Ph.D and M.A. in Economics from Michigan State University and a B.A. in Economics from University College Dublin in the Republic of Ireland.

 

Members: $40

Non-Members: $75

Pre-registration is mandatory. Picture ID required for admittance.

Approved for up to 1.2 CTP/CCM recertification credits by the Association for Financial Professionals at the rate of one credit for each 50 minutes of attendance.
Approved for up to 1.2 FPAC recertification credits by the Association for Financial Professionals at the rate of one credit for each 50 minutes of attendance.

Details

Date:
March 5
Time:
11:30 am - 2:00 pm
Event Category:

Venue

Federal Reserve Bank of Boston
600 Atlantic Ave
Boston, MA United States
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