Market Forecast: Return to Prosperity or False Dawn?
In the spring of this year, the world economy teetered on the edge of
a global economic and financial abyss the likes of which the world has
not seen since the Great Depression. Since then, stocks have staged a
record-breaking rally suggesting to many that the V-shaped stock market
rally will be followed by a V-shaped economic recovery. To others,
however, the world economy is far from out of the woods and doubts
regarding the sustainability of an economic recovery abound. Will the
global economy experience a return to prosperity or does the optimism
represent a false dawn?
Our panel of experts will discuss and debate the various crosscurrents
in economic and financial market conditions facing investors. Among the
many questions to be answered are:
-
Is the economic recovery sustainable?
-
What role will the U.S. consumer play?
-
What are the implications of a weak U.S. dollar and rising gold
price?
-
Will regulatory zeal stifle economic growth?
Attend this event to hear a robust discussion on the key investment and
economic issues facing investors.
Note: A special focus will be
healthcare.
|
DATE:
Thursday, January 7, 2010
TIME:
11:45 a.m.–12:30 p.m. | Luncheon
12:30 p.m.–2:00 p.m. | Presentation
LOCATION:
NYSSA
1540 Broadway, 10th Floor, NYC
(entrance on 45th Street–Times Square)
Photo ID required for access to the building.
Please note new
location.
|
SPEAKERS:
Daniel Clifton, Partner, Head of
Policy Research, Strategas Research Partners LLC
Damien Conover, CFA, Senior Equity Analyst, Equities
Strategist, and Editor of Morningstar Healthcare Observer, Morningstar,
Inc.
David Malpass, President, Encima Global
Christian Menegatti, Head of Global Economic Research,
Roubini Global Economics
Philip J. Orlando,
CFA, Senior Vice President, Senior Portfolio Manager,
Chief Equity Market Strategist, Federated
Investors
REGISTRATION/FEES:
Registration by January 5
$75 Members | $115 Nonmembers
Late Registration after January 5
$100 Members | $140 Nonmembers
Register at the door: Additional $50 due (space permitting)
CREDIT:
CE/CPE = 1
|
If you would like to media partner or sponsor any of these programs,
please contact sponsorship@nyssa.org.
Biographies
 |
Daniel Clifton is a partner and the head of
Strategas Research Partners’ DC office. He directs its legislative
and public policy research efforts. Prior to joining Strategas, he
served as executive director of the American Shareholders Association
(ASA), a non-partisan, non-profit organization which analyzes public
policy affecting shareholders. His research and political analysis on
the interaction between legislation, policy and equity markets has been
widely cited in the media. Prior to joining the ASA, Clifton served as
chief economist and federal affairs manager for Americans for Tax Reform
and as a senior staff member in two gubernatorial administrations
working on economic issues. He received a MS in economics and public
finance from Rutgers University and a BA in urban planning and policy
development also from Rutgers.
|
 |
Damien Conover, CFA, is a senior equity analyst
for Morningstar, covering the pharmaceutical industry. He is also an
equities strategist and editor of Morningstar Healthcare
Observer. Prior to joining Morningstar in 2007, Conover was an
equity research analyst covering the healthcare sector for Raymond
James, Bank of Montreal, and Gerard Klauer Mattison. He holds a
bachelor’s degree and a master’s degree in finance from the
University of Wisconsin—Madison, and was a member of the Applied
Security Analysis Program. Conover holds the chartered financial analyst
(CFA) designation.
|
 |
David Malpass is president of Encima Global, an
economic research and consulting firm serving institutional investors
and corporate clients. His work provides insight and analysis on global
economic and political trends, with investment research spanning
equities, fixed income, commodities and currencies. He was previously
chief economist at Bear Stearns. Malpass co-authors the “Current
Events” column in Forbes magazine and his opinion pieces
appear regularly in the Wall Street Journal. Between February
1984 and January 1993, Malpass held economic appointments during the
Reagan and Bush Administrations. In his government positions, he worked
on an array of economic, budget and international issues, including the
1986 tax cut, several congressional budget resolutions, and the
Gramm-Rudman budget law. He received a bachelor’s degree in
physics from Colorado College and an MBA from the University of Denver.
He studied international economics at Georgetown University’s
School of Foreign Service.
|
 |
Christian Menegatti is head of global economic
research at Roubini Global Economics. Menegatti’s areas of
expertise are global macroeconomics, the U.S. economy, the U.S. housing
sector, monetary policy and capital flows, and foreign‐reserve accumulation and management. He
holds a PhD in economics from the University of Venice, Italy, and a
master’s degree in economics and finance from Venice International
University. Previously, Menegatti spent three years as a research
scholar at New York University’s department of economics. He makes
regular media appearances on CNBC, Forbes and Fox Business News,
and is frequently quoted in the financial press. He has been an invited
speaker at a variety of institutions including the Carnegie Council,
Chatham House, Merrill Lynch and the Society for Quantitative Analysis.
His research has been quoted by several scholars and institutions
including the IMF and the European Commission.
|
 |
Philip J. Orlando,
CFA, is chief equity
market strategist, responsible for formulating Federated’s
opinions on the various equity markets and positioning strategies, as
well as articulating the practical implications of those targets to
clients and potential clients. Orlando is chairman of the Macro Economic
Policy Committee and chairman of PRISM Asset Allocation Committee. He
also serves as head of the balanced/macro team within the equity area.
Orlando holds a BA and MBA from New York
University.
|
|
