Event Detail

Economic Outlook and Policies (Ended)

Hosted by: Education Advisory Group

Date, Time, and Location:
Wednesday, January 16, 2019 (add this event to your Outlook Calendar)
4:00 pm - 6:00 pm
The Standard Club, 320 S. Plymouth Court, Chicago, IL   (Driving Directions)

Program Description: 
Join us as our speakers each discuss the economic outlook and markets in the wake of changes in tax, regulatory, trade and monetary policies during the first two years of the Trump administration.

  • What are the biggest/key themes in the economy and markets? Why? How do they translate into opportunities and risks? How are experts implementing these ideas and positioning their portfolios?
  • What is going to be the impact of the tax reform?
  • How successful the Fed will be in normalizing interest rates and shrinking its balance sheet?
  • How regulations will affect the environment and financial services?
  • Have the forces of globalization been a positive or negative for the US and other countries? What is the impact  of globalization on increased income inequality?
  • How will these affect long-term growth and how financial markets are likely to play out?

Moderator: Lotta Moberg, CFA - Analyst, Dynamic Allocation Strategies Team, William Blair

Panelists (Fund Managers and Intermediaries):
David Lafferty, CFA - Senior Vice President and Chief Market Strategist, Natixis Investment Managers
Nicholas P. Sargen - International Economist 
Jas Thandi, CFA - Associate Partner, Global Asset Allocation Team, Aon Hewitt

Members - $45 or FREE with Function Ticket
Student Members - $10
Nonmembers - $65
(member pricing underwritten by CFA Society Chicago)

*Limited sponsorships available, contact Kim Augustyn at sponsorship@cfachicago.org

CFA Institute Qualified Activity: Eligible for 1.5 credit hours

Attire: Business Casual

Menu: Hors d’oeuvres, beer, wine, sodas

Registration: Online

4:00 pm - 4:30 pm: Registration & Networking
4:30 pm - 6:00 pm: Program

Speaker Bios: 

David Lafferty, CFA, is senior vice president and chief market strategist at Natixis Investment Managers. He is responsible for assessing economic and capital market trends and their implications for investment portfolios. He has been with Natixis since 2004. Previously, Lafferty was senior vice president responsible for fixed-income and asset allocation products at State Street Research & Management, developing investment strategies for institutional clients. From 1998 to 2001, he was a senior investment strategist at MetLife, structuring asset allocation programs for defined benefit and defined contribution plans. From 2008 to 2012, he served on the Board of Directors of Caspian Capital Management/Caspian Private Equity, a New York-based hedge fund and private equity firm.

Lafferty is a frequent speaker on TV and at industry events and is often quoted in Barron’sBloomberg, The Wall Street Journal and other financial publications. He received his BA from the University of New Hampshire in economics and political science (dual major) and his MSF -Master of Science in Finance from Suffolk University. He is a CFA charterholder and a member of the CFA Society Boston, the CFA Institute, and the National Association for Business Economics (NABE). Lafferty is also an adjunct instructor of graduate economics at New England College (NEC) where he teaches Managerial Economics/Economics for Decision-Making. He has 25 years of investment and financial industry experience.


Lotta Moberg, CFA, is an analyst on William Blair’s Dynamic Allocation Strategies (DAS) team. In this role, she is responsible for global macro research. Moberg previously worked for the Swedish foreign ministry in Russia and the Swedish Defense Forces in Kosovo, and has been a consultant for the World Bank. She has published articles in several economics journals, including The Journal of Institutional Economics and The Review of Austrian Economics, and has taught classes in economics at George Mason University. Moberg’s research includes special economic zones, tax policy, and municipal bankruptcy. She is a member of the CFA Institute and the CFA Society Chicago. She received a B.A. in economics from Lund University in Sweden and a Ph.D. in economics from George Mason University.





Nicholas P. Sargen is an international economist turned global money manager. He has been involved in international financial markets since the early 1970s, when he began his career at the U.S. Treasury and the Federal Reserve Bank of San Francisco. He subsequently worked on Wall Street for 25 years, holding senior positions with Morgan Guaranty Trust (VP- International Economics Department), Salomon Brothers Inc. (Director of Bond Market Research), Prudential Insurance (CIO for Global Fixed Income Advisors) and J.P. Morgan Private Bank (Chief Investment Strategist). In 2003 he became Chief Investment Officer for the Western & Southern Financial Group and its affiliate, Fort Washington Investment Advisors Inc., where he now serves as chief economist. 

Sargen has written extensively on international financial markets. He is a recent author of two books; Global Shocks: An Investment Guide for Turbulent Markets, and his latest book, Investing in the Trump Era: How Economic Policies Impact Financial Markets, which was recently released in August. He appeared frequently on business television programs throughout his career on Wall Street, and was a regular panelist on Louis Rukeyser’s Wall Street Week. He was born and raised in the San Francisco Bay Area, and received a B.A. in economics from the University of California, Berkeley, and an M.A. and PhD in economics from Stanford University. He is also an adjunct professor at the University of Virginia’s Darden School of Business, and he has recently relocated to Keswick, Virginia. 


Jas Thandi, CFA, is an associate partner in Aon Hewitt’s Global Asset Allocation Team. He joined the firm in 2007 and moved to Chicago in 2012. He is responsible for leading the team’s efforts to deliver effective advice on medium term asset allocation to clients in North America, and leading the team’s thought integration with other business practices in the firm. Thandi develops the firms Medium Term Views in a number of asset classes and  focuses on valuation and quantitative asset class research. In his time with the team he has been responsible for developing the firm’s Capital Market Assumptions, quantitative frameworks for asset class valuation and written a number of asset class research papers. He is a partly qualified actuary, and has a B.S. (Honors) degree in actuarial science focusing on financial economics and statistics from The Cass Business School, London. Thandi is a CFA® charterholder.




*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, January 11.

Passport Program 
This is a "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

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