Applied for a 1-hour course: NC CIE, CPE, CFP.  There will be no CLE this hour.  Attorneys, please join us at 5:00 PM for happy hour! 

3:30 pm Door Open
3:45 pm Announcements
4:00 pm Presentation
5:00 pm CE Ends, Happy Hour Begins!

Abstract:  A discussion focused on the current economic and investment environment, with perspectives on both the near term and the remainder of the decade. The session will incorporate principles of value and growth investing within a framework for analyzing major market-driving factors such as inflation, employment, and market valuations.

Speaker: 

Jeff Weniger, CFA

Jeff Weniger, CFA serves as Head of Equity Strategy at WisdomTree. In his role, Weniger helps to formulate the firm’s stock market outlook by assessing macro and fundamental trends. Prior to joining WisdomTree, he was Director, Senior Strategist at BMO, where he worked in the office of the CIO from 2006 to 2017. He served on the firm’s Asset Allocation Committee and co-managed the firm’s ETF model portfolios for both the U.S. and Canada. In 2013, at the age of 32, Jeff was chosen as the youngest member of BMO’s Global Investment Forum, which collected the firm’s top global strategists to formulate the firm’s official long-term outlook for investment trends and markets. Jeff has a B.S. in Finance from the University of Florida and an MBA from Notre Dame. He has been a CFA charter holder and a member of the CFA Society of Chicago since 2006. He has appeared in various financial publications such as Barron’s and the Wall Street Journal and makes regular appearances on Canada’s Business News Network (BNN) and Wharton Business Radio.