Wednesday, December 7
Luncheon

Before It’s Too Late: Using Lumber and Gold
to Actively Manage Stocks and Bonds

Michael Gayed
Portfolio Manager
Toroso Investments

Michael will share his views on how Lumber and Gold can be used as signals for managing investment portfolios. Michael will share his research on the predictive power of two seemingly unrelated commodities, which provide important information on the economic cycle, and risk-seeking behavior in various assets.

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Michael A. Gayed  is Portfolio Manager at Toroso Investments, an investment management company specializing in ETF focused research, investment strategies and services designed for financial advisors, RIAs, family offices and investment managers. Prior to Toroso Investments, Michael was the Co-Portfolio Manager and Chief Investment Strategist at Pension Partners, LLC, an investment advisor managing mutual funds and separate accounts. He is the author of five award-winning research papers on market anomalies and investing. Michael was an active contributor to MarketWatch for a number of years and has been interviewed on CNBC, Bloomberg, and Fox Business, as well as the Wall Street Journal Live for his unique approach to interpreting market movements. Michael earned his Bachelor of Science degree with a double major in Finance and Management at NYU Stern School of Business. Michael became a CFA Charterholder in 2008.

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