David Kass Debate – CFA Society of Washington DC – June 6, 2018

The Great Debate

U.S. Equities: Boom or Bust?

Wednesday, June 6th, 2018
12pm – 2pm

Current investment trends in the United States shift almost daily and present contrasting arguments as to whether U.S. Equities are a bubble ready to implode or a great buying opportunity that still offers the best long-term investment available. CFAW has gathered industry experts from different sides of the coin to have an engaging debate on the future direction of the U.S. Equity Markets, as well as the potential impact of increasing price volatility, increasing interest rates, changes in government regulations among different industry sectors, trade disputes, geo-political and other known or unknown events.

CFA Society Washington, DC invites you to listen to this productive debate, then you’ll have the opportunity to engage in a Q&A session and openly express your opinions and your relative assessment of the future direction of the general market conditions and U.S. equities.

**Lunch will be provided.


Clydes (Gallery Place)
707 7th St. NW,
Washington, DC 20001


Gallery Place (Red, Yellow and Green Lines)
Click here for map.


Member Price: $45
Non-Member Price: $60

Register Here!

Learning Objectives:

1.  Gain a better understanding of the current investment environment in the U.S. and globally with emphasis on how the past quantitative easing actions by Central Bank, and how deficit fiscal spending are possibly creating asset bubbles especially in equities.

2.  Understand where the current U.S. equity markets are in relationship to their historical valuation measures.

3.  Better understand how many long-term investors (including Warren Buffett) have constantly made money in U.S. equities and how they will likely continue to do so, as well as what are some of the largest mistakes many investors make and/or are making right now.

4.  Learn about 1-2 possible major disruptions and/or the possible events to monitor that may change many aspects of what we know and expect today.

Who Should Attend?

·     U.S. Equity and Global Equity Portfolio Managers.

·     Risk Management and Strategic Asset Allocation professionals.

·     Anyone with a 401K, IRA or Pension or Investment Portfolio with a stake in the future direction of U.S. Equities.


David KassDavid I Kass, Ph. D. in Business Economics from Harvard University

Clinical Professor of Finance, Robert H. Smith School of Business, University of Maryland

Michael P. LebowitzMichael P. Lebowitz, CFAEconomic and Investment Researcher at 720Global and Real Investment Advice

Stuart CohenStuart Cohen, CFA, CPASenior Financial Officer, World Bank Group and CFA Society Programs and Education Committee Chair

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No Responses

  1. Michael says:

    Will there be a summary of this event following its conclusion? I unfortunately will be unable to make it to this event.

    As a young person who invests routinely in my retirement, I would really like to hear what people have to say.

    Thank you!

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