CFA Society Cleveland Upcoming Events
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1 Page 1 of 5 November 3, 2014 CFA Society Cleveland Upcoming Events November 5 Greg Harmon, Dragonfly Capital Technical Analysis Market Update & Risk Mitigation Tools November 12 Nick Bohnsack, Stategas Sector Strategy Update November 18 Midwest Investment Conference November 19 Julian Emanuel, UBS Deriviatives Strategy Outlook & Tactics November 24 Lincoln Electric, Tour & Company Update Registration to follow soon! December 10 Bruce McCain, Key Private Bank & Dr. Mark Sniderman, CWRU 2015 Economic & Strategy Views December 17 Russ Koestrich, Blackrock,2015 Forecast Greg Harmon, CFA, President, Dragonfly Capital, Technical Analysis Update, November 5, 2014 Greg will be provide a timely expert technical analysis update of the current market trends and its influencers. Included will be an in-depth analysis of macro trends as well as a timely look at various equity indices, gold, oil, bonds, the U.S. Dollar, foreign markets, and volatility. Gregory W. Harmon, CMT, CFA, is founder and president of Dragonfly Capital Management, where he provides expert technical analysis and trading ideas using stocks and options. He is also a founding partner and CIO of Presidium Capital Management, an asset management firm investing for clients in separate accounts. Mr. Harmon has more than 25 years of trading
2 Page 2 of 5 experience at BNP Paribas, State Street and JPMorgan. He is the author of Trading Options: Using Technical Analysis to Design Winning Trades. REGISTER FOR GREG HARMON, DRAGONFLY CAPITAL Nick Bohnsack, Strategas, Equity Sector Positioning, November 12, 2014 Mr. Bohnsack is a founding partner of Strategas and the President and Chief Operating Officer of the Firm's broker-dealer, and principal operating subsidiary, Strategas Securities, LLC. Mr. Bohnsack directs the Firm's equity sector strategy and global asset allocation research efforts. More granularly he and his team focus on industry-level earnings and valuation forecasting and fundamental factor analysis to assist institutional investors in portfolio construction and thematic idea generation. He has been a regular guest on business news programs and has been widely quoted in the domestic and foreign press, particularly for his work on corporate profits and market valuation. Prior to co-founding Strategas, Nicholas was an Investment Strategist and Associate Managing Director with International Strategy & Investment (ISI) Group. Nicholas began his career in the Investment Banking Group at FactSet and in Restricted Securities at Morgan Stanley. Mr. Bohnsack received his MS in Mathematics from Fairfield University and received bachelor's degrees in Economics and Finance from Bryant University. He is a member of the Board of Advisors at Bryant University's College of Business.Nicholas and his wife, Brooke, live in Connecticut with their three sons. REGISTER FOR NICK BOHNSACK, STRATEGAS REGISTER TODAY for Midwest Investment Conference 2014! Registration is FREE for all CFA Institute members prior to November 7.
3 Page 3 of 5 Register Here for MWIC14
4 Page 4 of 5 Julian Emanuel, Derivative Specialist, UBS, Derivatives Update, November 19, 2014 Julian Emanuel is UBS's US Equity and Derivatives Strategist, responsible for S&P 500 Index earnings forecasts and target prices. Prior to assuming responsibility for Equity Strategy in June 2013, Julian was most recently US Derivatives Strategist and an Executive Director on the US Product Management team. Julian has worked within the financial services industry for more than 25 years at various sell-side and asset management organizations. Prior to joining UBS in 2010, Julian worked at Tullett Prebon, where he specialized in Equity and Macro Derivatives as a Sales Trader. Prior to Tullett Prebon, Julian was a Portfolio Manager and Chief Risk Officer at Tiedemann Investment Group in New York. Julian holds an undergraduate degree from Emory University and an MBA in Finance from New York University Stern School of Business. REGISTER FOR JULIAN EMANUEL, UBS Platinum Sponsor Society Administration CFA Society Cleveland cfa@cleveland.cfasociety.org
5 Page 5 of 5 To view our full calendar of events, click here. STAY CONNECTED Forward this This was sent to cfa@cleveland.cfasociety.org by cfa@cleveland.cfasociety.org Update Profile/ Address Rapid removal with SafeUnsubscribe Privacy Policy. CFA Society Cleveland Lyman Blvd Shaker Heights OH 44122
CFA Society Cleveland Upcoming Events
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