ABOUT MACRO SUMMITS

The Macro Summits program is tailored for the busy investment professional. In two days, we cover the most important macro investing techniques and frameworks from Levels 1 and 2 of the Macro Specialist Designation with a focus on practical examples and interactive simulations.

Over two action packed days you will understand how to:

Successfully implement business cycle analysis and macro techniques into your investment process.
Use anticipatory macro data to predict the path of leading indicators, including the equity market,
Identify behavioral biases and how they impact investors' decisions—including your own

Interpret trends in interest rates and monetary policy in order to anticipate future trends in markets and the economy

Space is limited so secure your spot today for our New York session on March 27-28th.

Early bird discount of $300 before February 28th.

See what current Macro Specialist Designation candidates have to say about the program

Schedule

March 27th, 8amCoffee and Continental Breakfast

8:30 - 8:45amWelcome and Program Overview

Matt Mark, Head of Marketing for The Macro Institute

8:45 - 10:15amAn Introduction To Financial Economics

Francois Trahan presents an introduction to macro principles like leading economic indicators (LEIs), a guide to practical economics, and an overview of important macro data.

10:15 - 10:30amNetworking Break

Mingle with your colleagues and Francois and his team.

10:30 - 11:00amMacrobond demo

Macro Summit attendees will receive 3 months complimentary access to Macrobond, the premier macro data analysis tool on Wall St. Macrobond will be there live to show you the analysis tools.

11:00am - 12:15pmAnticipating Leading Indicators, Monetary Policy & The Yield Curve

Brian Nick presents a primer on anticipatory economic indicators (AEIs), monetary policy, and the yield curve as a macro indicator.

12:15 - 12:30pmNetworking Break

Mingle with your colleagues and François and his team.

12:30 - 1:30pmLunch, Interactive Simulation & Market Overview

Francois Trahan will lead an interactive simulation on "How to beat the Fed." He will also discuss his current outlook for the equity market.

1:30 - 1:45pmNetworking Break

Mingle with your colleagues and François and his team.

1:45 - 3:00pmFiscal Policy And Long-Term Macro Forces; Interactive Simulation

Francois Trahan presents the role and effectiveness of fiscal policy in times of crises and how other long-term forces such as consumer behavior, trade policy, demographics and technology impact equity trends. He will also lead an interactive simulation on “Investing Through Tax Cuts.”

3:00 - 3:15pmNetworking Break

Mingle with your colleagues and François and his team.

3:15 - 4:45pmCurrencies, Equities & Fixed Income Markets

Brian Nick presents the role currencies play in the investment landscape, common myths and misconceptions about the equity market, and how equity and bond markets impact each other.

4:45 - 5:00pmWrap Up

Katherine Krantz, CEO of the Macro Institute

5:00pmCocktails and Networking

Stay after the day's sessions for a cocktail, some appetizers, and networking with colleagues and François' team.

March 28th, 8amCoffee and Continental Breakfast

8:30 - 8:45amWelcome Back

Matt Mark, Head of Marketing for The Macro Institute

8:45 - 10:15amEPS, P/Es & Dividends

Brian Nick presents on the roles of earnings expectations (EPS) and market multiples (P/Es) in equity returns as well as a macro-alternative take on dividends.

10:15 - 10:30amNetworking Break

Mingle with your colleagues and François and his team.

10:30 - 12:00pmMarket Cycles & Valuation Models, Behavioral Finance

Francois Trahan presents the common patterns in market cycles as well as phenomena such as bear market rallies, market melt ups, corrections, and how to distinguish between a buying opportunity and a "fake out." He will also cover valuation models and behavioral finance.

12:00 - 1:00pmLunch, Interactive Simulation

Francois and Brian will discuss asset allocation and lead an interactive simulation on "Stocks vs. Bonds."

1:00 - 2:15pmTransitions In The U.S. Economy & Financial Bubbles and Crises

Brian Nick presents how the U.S. transitioned from the “Great Moderation” to the “Era Of Uncertainty”, how to invest in today's “New Normal”, and a history of exuberance and crisis in markets.

2:15 - 2:30pmNetworking Break

Mingle with your colleagues and François and his team.

2:30 - 3:30pmThe Macro Backdrop & Sector Positioning

Francois Trahan presents why the macro investment backdrop matters and sector positioning across the cycle.

3:30 - 5:00pmInteractive Simulation

Francois and Brian lead an interactive simulation on investing through risk-on and risk-off backdrops.

5:00pmWrap Up

Matt Mark, Head of Marketing for The Macro Institute

Your Presenters

François Trahan Founder and President, The Macro Institute

François Trahan is a renowned Wall Street portfolio strategist and has spent over 25 years on Wall Street. François is the only strategist inducted into the Institutional Investor All-America Research Team Hall of Fame. He has a bachelor's and master's degree in finance and econometrics from the University of Montreal.

Brian Nick, CAIA Senior Strategist, The Macro Institute

Brian Nick is the former Chief Investment Strategist at TIAA/Nuveen Investments. His prior experience includes Head of Tactical Asset Allocation for UBS Wealth Management and a Markets Analyst with the New York Federal Reserve Bank. Brian has an undergraduate degree in economics and government from Dartmouth College and a master's degree in economics from New York University.

Contact Us

[email protected]

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Registration Information

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