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FSI Annual Virtual Conference 2021 Navigating into Year End - Can the Rally Last?

Thursday, November 18, 10AM ET

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Please join us on Thursday, November 18 at 10:00 AM ET for our Annual Virtual Conference as our leading strategists here at FSInsight provide their insights to help you navigate the markets into year end.

for FSI Macro and FSI Pro members only
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Event Agenda

- The frisky bears continue to growl – should investors become more risk averse, or will Santa once again rule the run into year end?
- The macro backdrop is becoming increasingly challenging – what should one be most focused on for equity performance?
- Growth vs Value - the ongoing question for investors. Can they both do well into year end?
- What sectors/stocks are likely outperformers as 4Q winds down?
- Washington has been a source of uncertainty. What are the key things to look for from the Belt Way?
- Fireside Chat with Tom Lee and Michael Saylor (Chairman & CEO @ MicroStrategy)

Panel of Speakers

Tom Lee

Tom Lee

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.

Tom Lee

Michael J. Saylor

Guest Speaker, CEO of MicroStrategy

Michael Saylor is the Chairman & CEO of MicroStrategy (MSTR), a publicly traded business intelligence firm that he founded in 1989. Founder of Alarm.com (ALRM), named inventor on 40+ patents, & author of the book “The Mobile Wave”. He founded the Saylor Academy (saylor.org), a non-profit organization that has provided free education to 800,000+ students.

Tom Lee

Brian Rauscher, CFA

Head of Global Portfolio Strategy and Asset Allocation

Prior to joining FSInsight, Brian spent eight years at Robert W. Baird & Co. as Chief Global Portfolio Strategist. He has also worked on the buy side as the U.S. Equity Strategist at Fortress Investment Group on the Liquid Macro Hedge Fund.

Tom Lee

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.

Tom Lee

Mark L. Newton, CMT

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.

Tom Lee

Adam Gould, CFA

Head of Quantitative Research

Adam has over 20 years of experience on Wall Street. He worked at Morgan Stanley and Empirical Research Partners where he designed and developed quantitative equity models and other portfolio strategy themes.

Tom Lee

Sean Farrell

Head of Digital Asset Strategy

Sean Farrell is the Head of Digital Asset Strategy at FSInsight. Prior to joining FSInsight, Sean was a manager in the Transaction Opinions group at Alvarez & Marsal, and previously worked as an associate with Anvil Advisors.

Schedule

FSI Annual Virtual Conference Schedule
10:00am - 3:45pm ET
Introductory Remarks 10:00am - 10:05am ET
Tom Lee 10:05am - 10:30am ET
Brian Rauscher 10:35am - 11:00am ET
Tom Block 11:05am - 11:25am ET
Q&A 11:25am - 11:55am ET
Tom Lee and Michael Saylor 12:00pm - 1:00pm ET
Break
1:00pm - 2:00pm ET
Mark L. Newton 2:00pm - 2:20pm ET
Adam Gould 2:25pm - 2:45pm ET
Sean Farrell 2:50pm - 3:10pm ET
Q&A 3:10pm - 3:40pm ET
Closing Remarks 3:40pm - 3:45pm ET
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