Dallas, TX: Capital Markets Outlook

Oct 03, 2019 11:30am -
Oct 03, 2019 01:00pm
(GMT-6)

Event Description

 

 

 

Join the AAA-CPA North Texas Chapter

for a Free MCLE/CPE Luncheon Sponsored by Bernstein

 

Thursday, Oct. 3, 2019

11:30 am - Registration, Meet & Greet

12:00 pm - Presentation

1:00 pm Wrap-up

 

Location

Bernstein

2000 McKinney Ave.

Suite 2100

Dallas, TX 75201

 

Education

1 hour of Continuing Legal Education (CLE) for Attorneys and 1 hours of Continuing Professional Education (CPE) for Certified Public Accountants

 

Cost

Free for Members and

Non-Members!

Who Should Attend?

Attorneys, CPAs, Business Professionals

 

Prerequisites: None

Advanced Preparation: None Program Level: Overview

Delivery Method: Group-Live

Special Thanks to Bernstein for Hosting and Sponsoring this Program!

Capital Markets Outlook

Greg S. Young, CFA, Senior Investment Strategist, Bernstein

 

As year-end approaches, the world’s financial markets and economies are unsettled. Growth rates are slowing and volatility has risen. What’s in store for investors as we enter a new year? Greg Young, Senior Investment Strategist with Bernstein Global Wealth Management will discuss these and other issues.

 

Learning Objective:

To gain perspective of where global capital markets stand heading into 2020 and the likelihood of recession in the US

 

Greg S. Young is a Senior Investment Strategist and a Senior Vice President in the Dallas office. He is a member of Bernstein’s Private Client Investment Policy Group, which provides asset allocation, investment and risk management advice for high-net-worth clients, endowments and foundations. Prior to joining the firm, he was a principal and a senior consultant for Mercer Investment Consulting for 10 years, advising corporate pension plans and other large institutional clients on asset allocation and manager selection. Previously, he spent five years with AMR Investments serving first as an associate fixed income portfolio manager of cash and money market portfolios and later as a senior pension analyst on American Airlines’ pension plans. He earned a BA in Economics from Baylor University and an MBA from the Edwin L. Cox School of Business  at  Southern Methodist University. He  is a  Chartered Financial Analyst charter holder and a member of the Dallas Society of Financial Analysts.

 

 

AAA-CPA continuing education programs are designed to meet the needs of Attorneys and CPAs and to qualify for credit both as CPE and (M)CLE. Of course, the decisions of various state authorities determine the actual credit granted. 

 

The American Academy of Attorney-Certified Public Accountants, Inc. (AAA-CPA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasba.org.

 
 

Event Type:Chapter Meeting
Category:N. TX Chapter
Early registration ends on Aug 13, 2019.
Regular registration starts on Aug 14, 2019 and ends on Oct 02, 2019.
Late registration starts on Oct 03, 2019.
(GMT-06:00) Central Time (US & Canada)