RESCHEDULING NOTICE – Event Moved to Thursday July 28!!! (July 26 Cancelled)
It has been determined that the our venue will not be able to be prepared as a suitable environment for Tuesday, July 26 – the original event date
“A Transforming World: Long Term Investment Strategies for all Portfolios”
Mary Ann Bartels , Managing Director, CIO of Portfolio Solutions, US Wealth Management, Bank of America Merrill Lynch (Confirmed)
Sam Stovall, US Equity Strategist, S&P Global Market Intelligence (Confirmed)
Venue: Bourbon Street Bar and Grill, 346 W 46th Street, between 8th and 9th Avenues, New York, NY 10036
http://www.bourbonny.com/contact accessible 42nd Street, Port Authority (A, C, E lines)
5:30- 6:00 Registration, Networking, and Refreshments
6:00 – 6:05 Chapter Business – Mike Carty, New Millennium Advisors
6:05 – 6:45 “A Transforming World: Long Term Investment Strategies for all Portfolios”, Mary Ann Bartels, Managing Director, CIO of Portfolio Solutions, US Wealth Management, Bank of America Merrill Lynch
MaryAnn Bartels will talk about global equity markets including EM, the record low interest rates, BREXIT, and impact to banks. Importantly how are low rates impacting the trends in the equity markets.
The discussion will include what is next for central banks and how markets are now solely impacted by them at almost the cost of fundamentals. And also address the impact to currency markets.
6:45 – 7:00 Refreshment and Networking Break
7:00 – 7:45 “Rules-Based Sector-Rotation Strategies”, Sam Stovall, US Equity Strategist, S&P Global Market Intelligence
Sam will discuss the sector-rotation strategies found in his book “The Seven Rules of Wall Street.”
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, US Equity Strategist, S&P Global Market Intelligence
As U.S. Equity Strategist, Sam Stovall serves as analyst, publisher and communicator of S&P Global Market Intelligence’s outlooks for the economy, market, and sectors. He is the Chairman of the S&P’s 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, as well as The Standard & Poor’s Guide to Sector Investing. He writes a weekly “Sector Watch” piece on S&P’s MarketScope Advisor platform, as well as the weekly Investment Policy Committee meeting notes.
His work is found in S&P’s flagship weekly newsletter The Outlook. Prior to joining S&P Global Market Intelligence in April 1989, Sam 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 W!SE (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 the Securities Industry Institute®, the executive development program held annually at The Wharton School
of The University of Pennsylvania, as well as a trustee of Muhlenberg College.
QWAFAFEW NYC 2016 schedule
Tuesday, January 26th – Dan diBartolomeo, President, Northfield Information Services and Anish Shah, Investment Grade Modeling, LLC
Tuesday, February 23rd – Mark Carhart, Kepos Capital and Tony Webb, FINCAD
Wednesday, March 23rd (please note date change)- Tim Gaumer, CFA, Global Director of Fundamental Research at Thomson Reuters & Andrew B. Weisman, Chief Investment Officer, Janus Liquid Alternatives
Tuesday, April 12th (please note date change) – Dr. Richard Michaud, President and CEO, New Frontier Advisors, LLC. And Michael Venuto, Co-Founder and Chief Investment Officer of Toroso Investments, LLC
Tuesday, May 24th – Yin Luo, CFA, Managing Director, Global Head of Quantitative Strategy, Deutsche Bank “Quantitative Investing of Bank and Insurance Stocks” and Ding Liu, Senior Quant Researcher, AB Bernstein, will present on “Pure Quintile Portfolios”
Tuesday, June 28th – Indrani De, Senior Director, Risk Management, TIAA will present “Decomposition of Total Volatility in U.S. Equities: How Important is Idiosyncratic Risk” and Sol Steinberg, Founding Principal, OTC Partners
Tuesday, July 26th – Mary Ann Bartels, Head of Merrill Lynch Wealth Management Portfolio Strategy & Sam Stovall, US Equity Strategist, S&P Global Market Intelligence, “Rules-Based Sector-Rotation Strategies”.
Tuesday, August 23rd – Diane Garnick, Chief Income Strategist, TIAA & Edgar Perez, published author, business consultant for private equity and hedge funds, Council Member, Gerson Lehrman Group
Wednesday, September 7th – Jason MacQueen, Director of Research, Northfield Information Services Inc. “Rules-based Style Rotation : Dynamic Switching with Smart Portfolios” & Mark Kritzman, CFA, Windham Capital Management
Tuesday, September 27th – ETF Expert Panel moderated by Arlene C. Reyes, COO, Exchangetradedfunds.com & TBA
Wednesday, October 26th – Marvin Appel, Ph.D., President, Signalert Asset Management, “Active Asset Strategies for ETF Investors”& TBA
Wednesday, November 16th – Dr. David N. Esch, Managing Director of Research, New Frontier Advisors & TBA
QWAFAFEW is always soliciting presentation volunteers. Send a note to email@example.com if you are interested. New York is the primary focus. However, if you wish to present in Boston, Chicago, Denver, Los Angeles, Philadelphia, Pittsburgh, Princeton, San Francisco or Washington, DC, please include that in your response and that information will be conveyed accordingly. As always, presentations must involve research and be educational in manner; while products can be mentioned and touched upon briefly, no product presentations will be accepted. Disclaimer: Volunteering does not guarantee acceptance.
Other Upcoming Events of Interest
http://www.csrinvestingsummit.org/indexThe ETF Global Portfolio Challenge is a web-based simulated investment challenge designed to serve as a fun and educational tool intended to help educate students about investing in Exchange-Traded-Products.
Friday, September 16, 2016: Enrollment Period Ends
Monday, September 19, 2016: Performance Period Begins
To find out more information, please visit: