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48th Annual CFA Society Winnipeg
Forecast Dinner

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Please join your friends and colleagues as we reflect on the past year in the markets and forecast the year ahead with our guest speaker Barry Ritholtz, CEO of Fusion IQ and author of The Big Picture blog.

Barry L. Ritholtz is one of the few strategists who saw the coming housing implosion and derivative mess far in advance. Ritholtz issued warnings about the market collapse and recession in time for his clients and readers to seek safe harbor.  Dow Jones Market Talk noted that “many market observers predict tops and bottoms, but few successfully get their timing right. Jeremy Grantham and Barry Ritholtz sit in the latter category”.  For the prescience of his market calls in 2009, he was named Yahoo Tech Ticker’s Guest of the Year.  His observations are unique in that they are the result of both quantitative data and behavioral economics.

In 2010, Barry L. Ritholtz was named one of the “15 Most Important Economic Journalists” in the United States by TheDailyBeast.com. Ritholtz writes a column on Investing for The Washington Post and is a past contributor to Barron’s, Bloomberg, the Wall Street Journal, the Economist and TheStreet.com. Mr. Ritholtz is a frequent commentator on economic data and financial markets. He is a regular guest on CNBC, Bloomberg, Fox, CNN, ABC, CBS, NBC, PBS, MSNBC, and C/SPAN.

In 2008-09, Mr. Ritholtz wrote the book Bailout Nation, which was published by Wiley in Summer 2009. The New York Times called Bailout Nation “Irreverent,” and “an important book about a complicated subject, and yet you could still read it at the beach.” The Wall Street Journal noted “If you want to know how we got into this mess and what might still be coming, this is the book for you.” And Bloomberg praised it as “A valuable new contribution to our understanding of how we arrived at this sorry juncture.” Bailout Nation was named “Investment Book of the Year” by Stock Trader’s Almanac, and won a First Amendment Award for Outstanding Journalism: Best Book.

In his day job, Mr. Ritholtz is CEO and Director of Equity Research at Fusion IQ, an online quantitative research firm. The firm makes its institutional strength number crunching available to individual traders and investors.  Previously, Mr. Ritholtz was Chief Market Strategist for Maxim Group a New York Investment bank, managing over $5 Billion in clients assets.

Beyond his commentary and published articles, Mr. Ritholtz also authors The Big Picture — a leading financial weblog, generating several million page views per month. The Big Picture covers Investing & Trading to Macro Economics, and everything else in between. The Wall Street Journal cited The Big Picture as the Economic “Blog Insiders Read to Stay Current.” Business Week noted its “insightful calls on the direction of the stock market”. Hailed as a “bright and savvy fellow” by Alan Abelson’s Up and Down Wall Street column (Barron’s), and by CNBC’s Larry Kudlow, who called The Big Picture “very helpful and addictive — the best stock market blog there is.”

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Agenda

5:00 Reception
6:30 Call to Dinner
6:40 President’s Welcome
6:50 2012 Forecast Award Winners
7:00 Recognition of New CFA Charterholders
7:10 Dinner Service
8:10 Keynote Address: Barry Ritholtz
8:50 Q & A
9:00 Adjournment

Ticket Information

Single Tickets: $100
Table of 10 seats: $1,000

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