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.
*** FREE BONUS ***
ATTENDEES RECEIVE FREE ACCESS TO MACROBOND FOR 3 MONTHS
All MSEE attendees will receive 3 months free access to state-of-the-art Macrobond data and software. Macrobond delivers the world’s most comprehensive source of economic intelligence for financial professionals, together with the analytical tools that help them quickly find, analyse and visualise relevant data. You can put your macro training to work in real time. Scroll to the bottom for more information.
Matt Mark, Head of Marketing for The Macro Institute
François Trahan presents an introduction to macro principles, a guide to practical economics, and an overview of important macro data.
Mingle with your colleagues and François and his team.
Brian Nick presents a primer on leading economic indicators (LEIs) and anticipatory economic indicators (AEIs).
François Trahan goes through the lessons he's learned over the course of his career and what he wishes he knew earlier.
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.
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.
Katherine Krantz, CEO of The Macro Institute
Stay after the day's sessions for a cocktail, some appetizers, and networking with colleagues and François' team.
Macrobond will present live to show you the capabilities you will have access to after the exec ed session.
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.
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."
The Macro Institute team will cover our current market outlook.
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.
François Trahan presents an overview of concepts in behavioral economics that shape investors' decision making.
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 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.
The 2-day Macro Specialist Executive Education session provides the busy investment professional with an overview of the material covered in Level 1 of the full Macro Specialist Designation (M²SD) Program. The Exec Ed session's topics are under the yellow header below. Candidates that pursue the full 18-24 month Macro Specialist Designation program also learn the concepts under the red and green headers.
Learn more about the full Macro Specialist Designation program
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All prices are in CAD