Thomas Lee, CFA, co-founder, managing partner, and the head of research at Fundstrat Global Advisors and FSInsight.com, joins us on May 10th for our Distinguished Speaker Series luncheon. Lee, an accomplished Wall Street strategist with over 25 years of experience in equity research, has been top ranked by Institutional Investor every year since 1998. Almost halfway through the year, Lee will share his market outlook for the back half of 2022. He will also discuss the sectors that are the most attractive in the current environment as well as themes that affect his outlook including Demographics, AI and Technology, the Generational Wealth Transfer, and of course, Bitcoin!
Fee*:
Members - $45 or FREE with function ticket
Student Members - $20
Nonmembers - $65
(member pricing underwritten by CFA Society Chicago)
No Webcast Available
CFA Institute Qualified Activity: Eligible for 1 credit hour
Attire: Business Casual
Menu: Chef's Choice (vegetarian meal available upon request)
Registration: Online
Agenda:
11:30 AM - 12:00 PM: Registration & Networking
12:00 PM - 1:00 PM: Program
*Please note distribution of presentation slides is at the discretion of the speaker and may not be available for this event. This event is not being recorded.
Speaker Bio:
Thomas Lee, CFA, is one of the most widely recognized and followed macro strategists on Wall Street. He is best known for his evidence-based work on equity markets and fast growing technologies, including digital assets and wireless technologies. Lee has nearly 30 years of experience in macro markets and equity research.
Lee co-founded Fundstrat in 2014, a research advisory firm, which has now grown to over 28 full-time employees and serves hedge funds, mutual funds and family offices in over 26 countries. Prior to co-founding the independent strategy research boutique, Fundstrat Global Advisors, he served as Chief Equity Strategist of J.P. Morgan Chase & Co. and had been at JPMorgan from 1999 through 2014. And prior to that, was both a highly regarded telecommunications equity research analyst and also small-cap equity/ bankruptcy/reorg strategist (2004-2010) working at firms like Kidder, Peabody and Salomon Smith Barney.
He is a full-time contributor to CNBC and is widely quoted in the media (CNBC, Bloomberg, Fox, Yahoo Finance, among others) and professionally recognized. He has been ranked consistently by Institutional Investors and held the #1, #2 and #3 position for 15 consecutive years (1998-2013). He is known for his data-driven approach (“analysis not opinions”), and clients view his work as both contrarian and highly differentiated. Lee is also considered one of the most trusted and well-known authorities in digital assets by Cindicator and top 100 key names by Cryptoinfluencer.
Thomas Lee graduated from the University of Pennsylvania/Wharton School with a BSE in economics and dual concentrations in finance and accounting. He is a CFA charterholder.
Important Notice: The health and safety of staff and attendees are the Society’s priorities. The Society will be following all recommended local government guidelines and venue policies. As such locations are subject to change based on this information. Please make sure to review the City of Chicago's Latest Guidance prior to the event to get the most updated list of COVID guidelines. If you are sick or experiencing any COVID- or flu-like symptoms we request that you do not attend CFA Society Chicago events in person. If you develop any symptoms of COVID-19 within 14 days of attending a CFA Society Chicago event please contact CFA Society Chicago.
*Special Notes Regarding Fees:
Regular, Candidate, and Affiliate Members may apply function tickets as payment for Nonmember 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 4, 2022.
Passport Program:
Members of any CFA society may attend at the CFA Society Chicago member rate. Please Use code PPORTLIVE for in person events for member pricing. 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.