Navigating the U.S. Market Landscape: Sector Performance, Election Implications, and Index-Based Investment Strategies

CPT/CE Eligibility (A Recognized CPT Provider)

(CODE: 240911LU-CEX)

As we approach the 2024 U.S. presidential election, the investment landscape is poised for significant shifts. This session will provide insights and tools needed to capitalize on the opportunities and mitigate the risks associated with the U.S. market and the presidential election. 

Dr. Tim Edwards, Global Head of Index Investment Strategies at S&P Dow Jones Indices will provide a comprehensive overview of the U.S. market, focusing on both broad market and sector performance, and the potential implications of the upcoming election on investment strategies. Dr. Edwards will delve into in-depth analysis on how different sectors have performed during previous election cycles and economic conditions, offering insights into what investors might watch in the coming months. In addition, Dr. Edwards will explore the benefits of using index-based investment including ETFs, mutual funds, and derivatives such as futures and options, to navigate this complex environment. By leveraging indices like the S&P 500, U.S. select sectors, and equal weight strategies, investors can gain a broad market perspective while also targeting specific sectors that may help them position their portfolio effectively in the post-election period.

Sandwiches and drinks will be served at the event.

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About the Speakers

Dr. Tim Edwards
Managing Director and Global Head of Index Investment Strategy
S&P Dow Jones Indices

Tim Edwards is Managing Director and Global Head of Index Investment Strategy at S&P Dow Jones Indices (S&P DJI). The group provides research and commentary on S&P DJI’s entire product set, including U.S. and global equities, commodities, fixed income, and economic indices.

Prior to joining S&P DJI in 2013, Tim worked for Barclays Capital, initially within fund-linked derivatives and subsequently in exchange-traded products and index-linked derivatives. Prior to that, he worked at the Royal Institution of Great Britain.

Tim holds a Ph.D in pure mathematics from University College London.

Ms. Sue Lee, CFA
Director, APAC Head of Index Investment Strategy
S&P Dow Jones Indices

Sue Lee is Director and APAC Head of Index Investment Strategy at S&P Dow Jones Indices (S&P DJI). The group provides research and commentary on S&P DJI’s entire product set, including U.S. and global equities, fixed income, commodities and economic indices.

Prior to joining S&P DJI in 2023, Sue worked as an equity derivatives strategist at Merrill Lynch and J.P. Morgan, where she published market analyses and trade ideas for the Asia Pacific region. She also worked for a family office in Hong Kong where she managed a multi-asset portfolio.

Sue is a CFA charterholder and holds a master’s degree in financial engineering from University of California at Berkeley, as well as a bachelor’s degree in business from Seoul National University.

General – Material presented will be basic and of interest to a general audience having no background in the area.

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CFA Societies Global Passport Program

CFA Society Hong Kong has participated in the CFA Societies Global Passport Program which allows CFA society members to enjoy local society member rate at selected events like this luncheon.  Members of non-CFA Society Hong Kong CFA Institute societies qualify to attend this event at CFA Society Hong Kong member rates.  Please contact CFA Society Hong Kong at events@cfahk.org to register.

Remarks:

• Registration is requested, no walk-in will be entertained.
• Only registered participants are allowed to stay and attend the event.
• Please take good care of your belongings. CFA Society Hong Kong is not responsible for any personal loss.
• If you have any discomfort or flu symptoms, please DO NOT participate in the captioned activity.
• In the event of a dispute, the decision of CFA Society Hong Kong shall be final and binding.
• The event organizers reserve the right to change the format, date of the event due to unforeseen circumstances without prior notice.
• To qualify for CPT/CE hours, all participants must attend the full event. After the seminar, Society staff will verify participants’ check-in and check-out time from the registration system for the purpose of issuing CPT Attendance Letters. No pro-rata credit hours will be awarded.
• CFA Societies Global Passport Program Eligible.
• The event will be conducted in English.
• For attendance-taking purpose, participants’ names and company names (if any) may be given to the speaker of this event.
• Should there be any changes to the event dates and other arrangements, we will notify participants via SMS and/or email.  Notices will also be posted on Society’s website.  Please stay alert with our notifications.
• Please note that no request for an attendance letter will be processed after the event date & registration deadline.
• For members, non-members & guests, registration is only confirmed upon receipt of payment. 
• To cope with the growing trend of going cashless, cash and cheque payment is strictly not accepted.  Please ensure the online payment is successfully completed, otherwise, the registration may not be processed.
• Registrations should be paid in full before the commencement of the event. Immediate payment is required upon email confirmation. Should the registration fee remains outstanding, CFA Society Hong Kong reserves the right to disallow entrance to the event.
• Full amount will still be charged for no-show or enrolment made after 6 Sep 2024.
• An administration fee HK$50 will be charged for any cancellation of confirmed enrollment made on or before 6 Sep 2024. All cancellation requests must be made in writing and be confirmed by email from Society Hong Kong.
• Refund of the event fee (less an administration fee of HK$50 per person) will be given for cancellation received on/before 6 Sep 2024.
  – For payment made by credit card, a refund will be handled through the bank, please allow 4 to 6 weeks for processing. The amount will be refunded to the paid credit card account. 
• No refund will be given for cancellation received after 6 Sep 2024.
• Substitutions are allowed. Please notify us prior to the event. Non-member rate applies if the substitute is not a CFA Society Hong Kong member.

Personal Information Collection Statement

• Your personal data collected from the registration process will be used for the purpose of the administration of the course/event/activity on which you are registered (“Event”). Such data collected may be accessible by CFA Society Hong Kong’s officers, persons or committees processing the application and related matters. CFA Society Hong Kong reserves the right to inspect personal identity of participants. In addition, CFA Society Hong Kong may use the collected data for statistical research and analysis. By submitting this registration form, you understand and agree that CFA Society Hong Kong may provide your personal data to co-organizers/service providers in or outside Hong Kong for the purpose relating to the Event. For more information about the privacy policy of CFA Society Hong Kong, please visit here.  
• CFA Society Hong Kong intends to use the personal data (including but not limited to your name, email address(es), mobile number and/or social media) to inform you, where relevant, of members’ benefits, goods, services facilities and events organized or provided by CFA Society Hong Kong or other organizations. Members and registered persons may opt out of receiving such materials at any time by sending an email to CFA Society Hong Kong at info@cfasocietyhongkong.org. 

By registering for this event, you confirm that you and your guest(s) consent to appearing in any official event photographs and video footage.

1. The photographs and video footage can be used by the Society for marketing and publicity in our publications, on our website and in social media, or in a third-party publication.
2. In addition, photographs or video footage may be taken by other event attendees and publicly shared, for which the Society cannot be held responsible.