CFRA
CFRA is one of the world's largest providers of independent investment research. Through a differentiated methodology blending forensic accounting and fundamental equity research, CFRA empowers sophisticated investment professionals, advisors and risk managers with actionable analysis and proven results.
CFRA's global research team of 75 analysts critically evaluates industries, funds and companies of interest to help over 2,000 clients, including the world's leading institutional investors, wealth advisors, corporations, academics and governments, to make sound investment and business decisions.
Founded in 1994, CFRA is privately held with offices in or near New York, London, Hong Kong, Kuala Lumpur, Charlottesville, Denver, and Washington, D.C. In October 2016, CFRA acquired and has since fully integrated the Equity and Fund Research business from S&P Global.
Session Details
Sunday, October 29, 2023, 1:30 pm - 3:30 pm
Focus: STRATEGIES
Emotions are an investor's worst enemy, causing them to buy at the top, sell at the bottom, and play "whack a mole" in between. However, history shows that by embracing a rules-based investment approach, one can extract emotions from the investment process, improve performance, and reduce volatility.
Sam Stovall, chief investment strategist of CFRA, author of The Seven Rules of Wall Street, and creator of the Pacer-CFRA Seasonal Rotation ETF (SZNE), will show that an understanding of stock market history can serve as virtual Valium. He will also discuss market-beating sector-rotation strategies that leverage seasonality, momentum, and correlation.
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*$169.00 per person if purchased by September 28
$189.00 per person if purchased after September 28
Sunday, October 29, 2023, 5:30 pm - 6:15 pm
Focus: MARKETS
The third year of President Biden's first term in office is nearly over. How does this year's performance compare with history, and what should investors expect for 2024? Also, what do our economic projections, fundamental forecasts, and technical considerations imply for equity price appreciation in the year ahead? Sam Stovall, chief investment strategist of CFRA, author of The Seven Rules of Wall Street, and creator of the Pacer-CFRA Seasonal Rotation ETF (SZNE), will share CFRA's investment outlook for the market, and identify which sectors and strategies are expected to lead the way in the new year.
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