ABOUT MACRO SPECIALIST EXECUTIVE EDUCATION

The Macro Specialist Executive Education (MSEE) program is tailored for the busy investment professional. The content covered in two days is an overview of the first level of the Macro Specialist Designation (M²SD) study program, focusing on practical investment techniques and a live, interactive simulation. The full three-level M²SD credential program typically takes 18 to 24 months to complete. Scroll down to see the curriculum for both programs.

In just two days you will learn how to successfully implement business cycle analysis and macro techniques into your investment process. You will learn how to use anticipatory macro data to predict the path of leading indicators, including the equity market, and how behavioral biases can impact investors' decisions—including your own. You'll also dive into the role that interest rates and monetary policy play in shaping future trends in markets and the economy.

Space is limited so secure your spot today for our Toronto session on February 14-15th.

Early bird discount of $400 before January 31st.

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

Schedule

February 14th, 8amCoffee and Continental Breakfast

8:30 - 8:45amWelcome and Program Overview

Matt Mark, Head of Marketing for The Macro Institute

8:45 - 10:15amPractical Economics and Data

François Trahan presents an introduction to macro principles, a guide to practical economics, and an overview of important macro data.

10:15 - 10:30amNetworking Break

Mingle with your colleagues and François and his team.

10:30 - 12:00pmLeading and Anticipatory Economic Indicators

Brian Nick presents a primer on leading economic indicators (LEIs) and anticipatory economic indicators (AEIs).

12 - 12:15pmNetworking Break

Mingle with your colleagues and François and his team.

12:15 - 1:15pm"What I Wish I Knew - Lessons From Three Decades In Finance"

François Trahan goes through the lessons he's learned over the course of his career and what he wishes he knew earlier.

1:15 - 1:30pmNetworking Break

Mingle with your colleagues and François and his team.

1:30 - 3:00pmMonetary & Fiscal Policy, The Yield Curve

Brian Nick presents how monetary policy shapes the business cycle, the role of fiscal policy in crises, and the usefulness of the yield curve as an explanatory variable.

3:00 - 3:15pmNetworking Break

Mingle with your colleagues and François and his team.

3:15 - 4:45pmCurrency & Other Long-Term Influences On Equities

François Trahan presents the role that the USD and other currencies play in the investment landscape and how long-term influences such as consumer behavior, trade policy, demographics and technology impact equity trends.

4:45 - 5:00pmWrap Up and Preview Of Day 2

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.

February 15th, 8amCoffee and Continental Breakfast

8:30 - 8:35amGood Morning and Overview of the Day

Matt Mark, Head of Marketing for The Macro Institute

8:35 - 9:00amMacrobond Presentation

Macrobond will present live to show you the capabilities you will have access to after the exec ed session.

9:00 - 10:30amThe Equity Market, EPS, and Multiples

François Trahan presents common myths and misconceptions about the equity market and also covers earnings per share, P/E multiples, and their often-misunderstood relationship.

10:30 - 10:45amNetworking Break

Mingle with your colleagues and François and his team.

10:45 - 12:15pmDividends, Market Cycles

Brian Nick 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."

12:15 - 1:15pmLunch and Market Overview

The Macro Institute team will cover our current market outlook.

1:15 - 1:30pmNetworking Break

Mingle with your colleagues and François and his team.

1:30 - 3:00pmMarket Valuation Models, Fixed Income

Brian Nick presents common equity valuation measures and which ones are the most helpful. He also covers fixed income markets and the investment implications of bond cycles.

3:00 - 3:15pmNetworking Break

Networking Break

3:15 - 4:45pmBehavioral Economics

François Trahan presents an overview of concepts in behavioral economics that shape investors' decision making.

4:45 - 5:00pmWrap Up

Katherine Krantz, CEO of The Macro Institute

Instructors

François Trahan Founder and President, The Macro Institute

François Trahan is a renowned Wall Street portfolio strategist and Montreal native. 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

Registration Options

Early Bird Registration Before Jan. 31, 2024 ($3,195.00)
All prices are in CAD
Regular Registration After Jan. 31, 2024 ($3,595.00)
All prices are in CAD

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