CFA Society Chicago Events

Event Detail

Vault Series: Doug Ramsey, CFA

Date, Time, and Location:
Wednesday, May 17, 2017 (add this event to your Outlook Calendar)
3:30 pm - 5:00 pm
33 N. LaSalle Street, Lower Level (Vault), Chicago, IL  60602   (Driving Directions)

Fee:
Members - $10 or FREE with function ticket
Student Members - $10
Non-Members - $20
(member pricing underwritten by CFA Society Chicago)

CFA Institute Qualified Activity: Eligible for 1 credit hour

Attire: Business Casual

Menu: Refreshments & light snacks

Registration: Register Online

Agenda:
3:30 pm - 4:00 pm - Registration
4:00 pm - 5:00pm - Program

Hosted by: CFA Society Chicago

Doug Ramsey Doug Ramsey, CFA, CMT is the Chief Investment Officer of The Leuthold Group, LLC, and Co-Portfolio Manager of the Leuthold Core Investment Fund and the Leuthold Global Fund. In addition to his CIO and Portfolio Management responsibilities heading both the asset allocation and investment strategy committees, Ramsey maintains the firm's proprietary Major Trend Index, a multi-factor model which evaluates the underlying health of the markets, both domestically and globally. He is also the lead writer for The Leuthold Group's highly regarded institutional research publications. Ramsey is an accomplished speaker and has presented at a range of engagements, including the Morningstar Investment Conference, CFA societies across the U.S., Minnesota CPA Society, Minneapolis Business Bank, and a variety of Advisor and private client events throughout the country. These appearances have encompassed a variety of settings, from intimate meetings to groups of around 300 attendees. Additionally, Ramsey is frequently used as a resource by the financial press, including appearances on CNBC and Bloomberg TV; he has been quoted several times in Barron's and is often referred to by the leading trade journals for a variety of topics. He is a member of the Charles Dow Award committee, and the Market Technicians Association. Before joining the Leuthold team, Ramsey was Chief Investment Officer of Treis Capital in Des Moines, Iowa, where he managed equity portfolios and published a quantitative equity research product. Prior to that, he worked at Principal Global Investors. Ramsey is a Phi Beta Kappa graduate of Coe College in Cedar Rapids, IA, where he earned a Bachelor's degree in Economics and Business Administration. He also played four years of varsity basketball at Coe, earning Academic All-America honors in 1986-87. Ramsey received an MA degree in Economics from The Ohio State University in 1990; he earned his CFA designation in 1996 and became a Chartered Market Technician in 2003.

Past Vault Series Speakers:

*Special Notes Regarding Fees:
Regular, Candidate, and Affiliate Members may apply function tickets as payment for Non-member or Student Member. Credit card required to guarantee ALL reservations except for reservations using Function Tickets. Day-of-event registrations accepted on-site only if applicable and space available. There is a $5 surcharge for walk-ins. Visa, MasterCard, American Express, Discover and Diners Club are accepted. Cancellations accepted until 5:00 pm, May 11.

Passport Program
Members of any CFA society may attend at the CFA Society Chicago member rate. If you are only a member of CFA Institute, you do not qualify for the society member rate.

CFA Institute CE Qualified Activity
This program qualifies for credit under the guidelines for the CFA Institute Professional Development Program.

Content shared during CFA Society Chicago programs is not, and nothing in it should be construed as, an offer, invitation or recommendation of any specific financial services company or professional, or an offer, invitation or recommendation to sell, or a solicitation of an offer to buy, any securities in any jurisdiction. By registering for and attending this event, you acknowledge that any photographs that may be taken are the property of CFA Society Chicago and give your consent to their use in CFA Society Chicago's online and print business communications and marketing.