Mary Ann Bartels , Managing Director, CIO of Portfolio Solutions, US Wealth Management, Bank of America Merrill Lynch
Sam Stovall CFP, Chief Investment Strategist, CFRA
Link for full event details: http://newyork.qwafafew.org/event/july25/
Venue: Bourbon Street Bar and Grill, 346 W 46th Street, between 8th and 9th Avenues, New York, NY 10036, Upstairs Private Room on Restaurant Row
RSVP to firstname.lastname@example.org In text body, please provide the name, phone number, email, and membership/affiliation status for each attendee.
5:30- 6:00 Registration, Networking, and Refreshments
6:00 – 6:05 Chapter Business – Mike Carty, New Millennium Advisors
6:05 – 6:45 Mary Ann Bartels, Managing Director, CIO of Portfolio Solutions, US Wealth Management, Bank of America Merrill Lynch – Topic to be announced soon
MaryAnn Bartels will share her research and insights. The exact topic will be announced.
6:45 – 7:00 Refreshment and Networking Brea k
7:00 – 7:45 Sam Stovall CFP, Chief Investment Strategist, CFRA – “SECOND-HALF 2017 OUTLOOK: Growth or Gridlock?”
Campaign promises from an overhaul of Obamacare to the slashing of the corporate tax rate were to spur economic expansion above the 4% threshold. Not surprisingly this anticipated growth has been stymied by political gridlock. And as Congress approaches its August recess with little headway being made, this post-election “hype” is turning to “gripe” and forcing year-end price targets to rely exclusively on fundamentals.
With S&P 500 earnings expected to rise nearly 11% for the year on organic GDP growth alone, supported by a continued low-inflation environment, CFRA thinks stocks are overvalued by 5%-10%. Add in unresolved geo-political tensions and a Fed that remains focused on tightening, and you get a recipe for a “risk-off” mindset as we enter the traditionally challenging third quarter. How will stocks perform during the remainder of the year? Sam Stovall, Chief Investment Strategist of CFRA Research and author of The Seven Rules of Wall Street, will offer strategies to consider in an attempt to balance risk and return.
Read Sam’s Book “The Seven Rules of Wall Street.” available on amazon.com
MaryAnn Bartels, Managing Director, CIO of Portfolio Solutions, US Wealth Management, Bank of America Merrill Lynch
Mary Ann Bartels is Managing Director and Head of Merrill Lynch Wealth Management Portfolio Strategy for the Chief Investment Office within the Global Wealth & Investment Management (GWIM) division of Bank of America Corporation. In this role, she is responsible for contributing to the thought leadership for investment guidance and portfolio strategies for financial advisors and clients. Additionally she is leading the marketing and communications for Merrill Lynch Chief Investment Office content platform, product launches and publications. Formerly, she was Head of the U.S. Technical & Market Analysis department at Bank of America Merrill Lynch Global Research. Mary Ann brings over 25 years of investment experience to this role. During her 19 years at the firm, Mary Ann’s name has become synonymous with high-quality portfolio strategy and research, earning the respect of our clients and her peers in the industry.
Mary Ann is an Institutional Investor All-American Research ranked analyst from 2006 through 2011 and is highly regarded for developing proprietary models for equity pairs trading and for her sector, industry and stock selection, as well as for her extensive work on Hedge Funds.
Ms. Bartels rejoined Merrill Lynch in 1999 working with the highly acclaimed European Quantitative Strategy Team and became head of Global Equity Trading Research Strategy in 2001. Prior to rejoining Merrill Lynch, Ms. Bartels held portfolio manager positions at Batterymarch in Boston and Avatar/Zweig Associates in New York.
She appears on CNBC, Bloomberg and Fox Business and she is often quoted in various publications including the Wall Street Journal, Financial Times and Barron’s.
Ms. Bartels earned a Bachelor of Science and Master of Arts degrees in Economics from Fordham University. Ms. Bartels serves on several advisory boards including her alma mater Fordham University.
Sam Stovall, CFP® Chief Investment Strategist, CFRA
As Chief Investment Strategist, Sam Stovall serves as analyst, publisher and communicator of CFRA’s outlooks for the economy, market, and sectors. He is the Chairman of the CFRA Investment Policy Committee, where he focuses on market history and valuations, as well as industry momentum strategies. Sam is the author of The Seven Rules of Wall Street, and writes weekly “Sector Watch” and “Investment Policy Committee meeting notes” on CFRA’s MarketScope Advisor platform. His work is also found in CFRA’s flagship weekly newsletter The Outlook. Prior to joining CFRA, Sam was Managing Director and Chief Investment Strategist at S&P Global for more than 27 years, and served as Editor In Chief at Argus Research, an independent investment research firm in New York City. He received an M.B.A. in Finance from New York University and a B.A. in History/Education from Muhlenberg College, in Allentown, Pa. Sam is also a Certified Financial Planner. Sam’s volunteer efforts center on financial literacy. He is a board member of WISE (Working in Support of Education), an educational not‐for‐profit that aims to improve the lives of young people through programs that develop financial literacy and readiness for college and careers. He is also a Trustee of Muhlenberg College. Contact Sam: email@example.com
Follow Sam on Twitter: @StovallCFRA
Mary Ann Bartels