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Key Topics
The market is up more than 20% this year, defying consensus and gradually converting bears into bulls. Are there more gains to come in the last quarter of 2023?
Tom Lee and the FS Insight leadership team will each give individual presentations to provide you with actionable tactics and strategies that will help you position your portfolio going into the fall and winter months.
- What will the fourth quarter of 2023 bring to investors?
- What sectors are on the verge of breaking out?
- Are rate hikes over for the Fed this cycle? When will cuts begin?
- What non-obvious opportunities might arise from bitcoin spot ETFs being approved?
- And last but not least, where are the opportunities going forward?
Click here to download the slide deck.
Can’t make it? Don’t worry, we’ve got you covered. A replay will be made available to all FS Insight members.
Panel of Speakers
Tom Lee AC
Co-founder and Head of Research
Previously Chief Equity Strategist at J.P. Morgan from 2007 to 2014, top-ranked by Institutional Investor every year since 1998.
Mark L. Newton, CMT AC
Head of Technical Strategy
Mark has more than 25 years of buy and sell-side experience in the financial services industry. He formerly worked with Diamondback Capital Management and Morgan Stanley as their technical strategist.
Ken Xuan, CFA, FRM AC
Head of Data Science Research
Ken Xuan is the Head of Data Science Research at FS Insight where he optimizes and tests FS Insight’s proprietary portfolio models. He also manages and maintains FS Insight’s cryptocurrency and blockchain databases. Ken started his career at West Monroe Partners as an operations strategy consultant. Ken holds a B.S. degree in Management, Economics from Purdue University and an M.S. degree in Operations Research from Columbia University.
Sean Farrell AC
Head of Crypto Strategy
Sean Farrell is the Head of Crypto Strategy at FS Insight. Prior to joining FS Insight, Sean was a manager in the Transaction Opinions group at Alvarez & Marsal, and previously worked as an associate with Anvil Advisors.
L . Thomas Block
Washington Policy Strategist
Formerly Global Head of Government Relations at J.P. Morgan for 21 years, and previously served as Legislative Assistant and Chief of Staff in the House, and Legislative Staff Director in the Senate.
Schedule
| Tom Lee | 1:00pm - 1:45pm ET |
| Mark L. Newton | 1:45pm - 2:25pm ET |
| Ken Xuan | 2:25pm - 2:50pm ET |
| Sean Farrell | 2:50pm - 3:30pm ET |
Get in touch
If you have questions about FS Insight or have problems with your account, please do not hesitate to send us a message. We will get back to you quickly and take care of any issues that you may have.
- Office address
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150 East 52nd St, 3rd Floor
New York, NY 10022
- inquiry@fsinsight.com
