Global Politics, The US Election, And Investment Impacts: 2025 And Beyond

(CODE: 2401004LU-CEX)

Member Exclusive

CPT/CE Eligibility (A Recognized CPT Provider)

Come join us for an enlightening webinar co-hosting with CFA Society Singapore on 4 October, where we will discuss “Global Politics, The US Election, and Investment Impacts in 2025 and Beyond”.

Delve into the key points and topics covered in this significant discussion during the event, presented by Mr. Matt Gertken, Chief Strategist, Geopolitical Strategy and US Political Strategy of BCA Research:

• Global multi-asset portfolios experience a range of impacts from political and geopolitical trends that affect the macroeconomic outlook.
• Is there a reliable framework for interpreting these impacts? What can investors learn from recent case studies?
• What is the current macroeconomic outlook for 2025 and how is it shaped, or not, by politics and geopolitics?
• Has there been a common theme across global elections in 2024? Will the US election in 2024 fit the mold or break it?
• What are the odds of the different scenarios coming out of the US election? How will they impact US policy and global markets?
• How will other nations anticipate and react to the US election results? What will be the cumulative impact on the 2025 outlook?
• What other geopolitical risks and opportunities are looming for investors in 2025 and beyond? How should investors prepare?

About the Speaker

Matt Gertken
Chief Strategist
Geopolitical Strategy
US Political Strategy
BCA Research

Matt is the Chief Strategist for both Geopolitical Strategy and US Political Strategy services at BCA Research, where he oversees the coverage of market-relevant policy developments in the US and worldwide. Providing data-driven, non-partisan, macroeconomic, and policy research, he and his teams take a geopolitical approach to making discretionary trade recommendations for investors. He is also a member of the BCA Research Leadership Team.

Before joining BCA in 2015, Matt served as a Senior Analyst at Strategic Forecasting, Inc. (Stratfor) and in multiple academic and publishing roles. Matt has 18 years of experience in the field and appears frequently in global news media. He’s often remarked that political strategy is about getting policy settings right, improving scenario analysis and probabilities, and capitalizing on risks and opportunities.

Matt holds an MPhil from the University of Cambridge and a PhD from the University of Texas at Austin.

Rating

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, please register on or before Wed, 2 Oct 2024.
• The Zoom webinar link and email confirmation will be sent to the registrant upon successful online registration. Each registrant will be given a unique link for each session, please do not share the link with others.
• A webinar reminder will be sent out 1 day before the event. If you have not received the email confirmation and reminder, it is the delegate’s responsibility to contact CFA Society Hong Kong to confirm their place.
• Please log in the webinar link 10 mins in advance of the session start time to allow some time to solve the technical issues (if any) and the webinar will start promptly at 9:00 AM.
• Participants will be entitled to receive CPT Attendance Letter at NO extra costs after attending the FULL webinar. To qualify for CPT/CE hours, all participants must attend the full webinar. After the webinar, 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.
• The event organizers reserve the right to change the format, date or speakers of the event due to unforeseen circumstances without prior notice.
• In case of dispute, the decision of CFA Society Hong Kong is final, and no further correspondences will be entertained.

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.

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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.
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