Market Update & Top Stock Ideas - August 2024
Live Webinar with Tom Lee & Mark Newton
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Event Agenda
- Our monthly webinar with Tom Lee and Mark Newton is evolving to bring you even more valuable content. The enhanced webinars will now feature a comprehensive market update, SMID Granny Shots update, timely stock and sector ideas, and an interactive Q&A session for our clients. These updates aim to provide you with a broader perspective and even more actionable insights.
- Can’t make it? We have you covered – as usual, a replay will be provided to clients and members shortly afterwards.
Panel of Speakers
Tom Lee, CFA AC
Co-founder and Head of Research
Thomas Lee is a Managing Partner and the Head of Research at Fundstrat Global Advisors. He is an accomplished Wall Street strategist with over 25 years of experience in equity research, and has been top-ranked by Institutional Investor every year since 1998. Prior to co-founding Fundstrat, he served as J.P. Morgan’s Chief Equity Strategist from 2007 to 2014, and previously as Managing Director at Salomon Smith Barney. His areas of expertise include Market Strategy, Small/Mid-Cap Strategy and Telecom Services. Mr. Lee received his BSE from the Wharton School at University of Pennsylvania with concentrations in Finance and Accounting. He is a CFA charterholder and is an active member of NYSSA and the NY Economic Club.
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.