I went to work updating my slides and remarks for the appearance I’m making in Detroit next Friday. I’ll be speaking to an audience of professional investors and advisors and their guests at the annual CFA Society of Detroit Forecast Lunch, being held at the Motor City Hotel & Casino.
My presentation, entitled Let Me Save You Some Time, takes a look at the current trends in investing and wealth management and gets behind the numbers to understand why they’re happening and where things are headed. I make the case that the popularity of index funds and ETFs is only partly explained by cost – but that the other, more consequential story revolves around process and incentive systems.
If you’re in the area and want to come to the event, here’s how you can register.
Some more information below:
DETROIT–(BUSINESS WIRE)–How are the top financial experts viewing today’s stock market? What are they predicting for the U.S. economy in 2018? Join the area’s top investment professionals to gain first-hand insight from two the industry’s best. Josh Brown, CEO of Ritholtz Wealth Management, will share the stage with Comerica’s Chief Economist, Dr. Robert Dye, for the CFA Society Detroit’s Annual 2018 Forecast Luncheon.
Josh Brown is the creator of “The Reformed Broker” blog and was ranked as the number one financial person to follow on social media by Barron’s, the Wall Street Journal and TIME Magazine. He is the star of CNBC’s “The Halftime Report” and a featured columnist at Fortune Magazine. Mr. Brown sits on the advisory boards of Riskalyze and Brightscope, two of the leading financial technology startups bringing transparency and analytics to the investment business. In 2015, Investment News named Mr. Brown to their “40 Under 40” list of influential financial advisors who represent the future of the wealth management industry.
Comerica’s Robert Dye, Ph.D., provides commentary and research on the U.S. economy and the economies of California, Texas, Arizona, Florida and Michigan. His regular publications include the monthly U.S. Economic Update, the Comerica Economic Weekly, daily economic alerts and monthly state-level Economic Activity Indexes. Dr. Dye is a former director of the National Association of Business Economics and is a member of the Economic Advisory Committee of the American Bankers Association.
“The Forecast Luncheon is our biggest event of the year. We will deliver an outstanding educational and networking experience. This is a must-attend for financial professionals in the Detroit area,” said Daniel Seder, CFA, President of the CFA Society Detroit.
The 2018 Forecast Luncheon will be held at the MotorCity Casino Hotel in Detroit on Friday, November 10th at 12:00 PM. Tickets are $65 per individual.
The CFA Society Detroit was founded in 1948 and consists of investment professionals of the greater Detroit area. As one of the CFA Institute member societies, our society connects members to a global network of investment professionals. More info at: www.cfadetroit.org. Photos available upon request.