Curb Your (Economic) Enthusiasm – 2024 Economics and Capital Markets Outlook
The economy’s resilience has been a pleasant surprise. But some, including the Federal Reserve, are extrapolating that resilience forward, discounting the impact of notable headwinds like diminished savings and slower jobs gains. The anticipated slowdown will likely not be severe, but a “Goldilocks” scenario is perhaps too sanguine. Please join Roosevelt Bowman, Senior Investment Strategist at Bernstein, for an interactive discussion regarding today’s macroeconomic and capital markets environment and how that impacts decision-making for committees overseeing investment reserves.
Learning Objectives – attendees will gain:
- Learn key economic and market expectations
- Understand the impact of geopolitical events on capital markets
- Discover investment ideas for short-term, intermediate-term, and long-term reserves
- Propose committee action items
Roosevelt Bowman, Senior Investment Strategist, Bernstein's Wealth Strategies Group
Roosevelt D. Bowman is a Senior Investment Strategist with Bernstein’s Wealth Strategies Group and located in the New York office. He is a member of the firm’s Private Client Investment Policy Group, which provides asset allocation, investment and risk management advice for high-net-worth clients, endowments, and foundations. Roosevelt began his investment career at Bernstein in 2000 and re-joined the firm in 2019. He brings 20 years of experience in investment research and portfolio management with a focus on global fixed income, monetary policy, and data science. Prior to returning to Bernstein, Roosevelt was head of foreign exchange trading and strategy at MetLife, where he was a portfolio manager and conducted fundamental and quantitative global macroeconomic research. Prior to that, he was a senior fixed income strategist at U.S. Bank for retail and institutional clients. Before that, Roosevelt was a research analyst at the Federal Reserve Bank of New York, and his work has been featured in prominent media and economic research publications. Roosevelt earned a BA degree in economics from Williams College and an MBA from New York University. In his free time, he tutors elementary- to middle-school children at New Jersey Cares.
When: Wednesday, January 10, 2023 | 11:30 am - 1:30 pm
Networking 11:30 am
Lunch 12:00 pm
Presentation 12:30 - 1:30 pm
Where: PNC Bank | 800 17th Street, NW, Washington, DC, 20006
* Please bring an ID for check-in at the lobby. *
Parking: There are nearby parking garages as well as limited metered street parking.
Metro: Farragut West
FAR members, please make sure to log in to the FAR website to receive FAR member registration options.
This program is approved for CPE and CAE credit.
CAE: Domain 3 Organizational Strategy
A. General Management
1. Analyze economic and other external factors to guide long
term financial planning and performance.
CPE Field of Study - Economics
FAR is a CAE Registered Provider. The program listed above meets the requirements for fulfilling the professional development requirements to earn or maintain the Certified Association Executive credential. Every program that we offer that has been approved for CAE credit will clearly identify the number of CAE credits granted for full participation. We will maintain records of your participation in accordance with CAE policies. For more information about the CAE credential or Registered Provider program, please visit www.asaecenter.org/cae.
As a CAE Registered Provider educational program related to the CAE exam content outline, this program may be applied for 1 credit toward your CAE application or renewal professional development requirements.
Note: Applicants may use any program that meets eligibility requirements in the specific timeframe towards the exam application or renewal. No specific individual courses are required as part of the applications – the selection of eligible education is up to the applicant based on his/her needs.
FAR is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. It is Group-Live delivery method. Sponsor ID: 109395
Knowledge Level: Overview
Field of Study: Economics
Prerequisites: No prerequisite is required
Advanced Preparation: No
