FSInsight Virtual Conference: Post Election Roundup and Market Strategy
Wondering How to Position Your Portfolio Post-Election?
Join us for an Exclusive Virtual Conference as the leading Strategists at FSInsight provide their insights into where the markets are headed and how to position your portfolio in a post-election world.
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Schedule
| FSI Conference Schedule | 3:00pm - 6:00pm ET |
| Introductory Remarks | 3:00 - 3:05pm ET |
| Introductory Remarks | 3:00 - 3:05pm ET |
Panel of Speakers
Tom Lee, CFA AC
Co-founder and Head of Research
Thomas Lee is a Managing Partner and the Head of Research at Fundstrat Global Advisors. He is an accomplished Wall Street strategist with over 25 years of experience in equity research, and has been top-ranked by Institutional Investor every year since 1998. Prior to co-founding Fundstrat, he served as J.P. Morgan’s Chief Equity Strategist from 2007 to 2014, and previously as Managing Director at Salomon Smith Barney. His areas of expertise include Market Strategy, Small/Mid-Cap Strategy and Telecom Services. Mr. Lee received his BSE from the Wharton School at University of Pennsylvania with concentrations in Finance and Accounting. He is a CFA charterholder and is an active member of NYSSA and the NY Economic Club.
Tom Block
Washington Policy Strategist
L. Thomas Block is the Washington Policy Strategist at Fundstrat, and also President of Tom Block Consults, a public policy consulting firm. Tom had a 21-year career at J.P. Morgan Chase, where he served as Global Head of Government Relations and created a Washington Research product. For 17 years he served as the senior lobbyist responsible for managing political relationships with the U.S. government, state and local governments, as well as the E.U. and its member states. He created the bank’s E.U. Government Relations program. Prior to joining J.P. Morgan in 1987, Tom was a vice president at Irving Trust Company, one of the nation’s 20 largest banks, where he started the Government Relations program. He has held several positions with members of the House and Senate, serving as Legislative Assistant and Chief of Staff in the House, and Legislative Staff Director in the Senate. Tom has also worked on political campaigns, both as a strategist and speechwriter. He served as a member and Vice Chairman of the Advisory Committee on International Economic Policy at the U.S. Department of State.
Brian Rauscher, CFA AC
Head of Global Portfolio Strategy and Asset Allocation
Prior to joining FS Insight, Brian spent eight years at Robert W. Baird & Co. as Chief Global Portfolio Strategist. He has also worked on the buy side as the U.S. Equity Strategist at Fortress Investment Group on the Liquid Macro Hedge Fund.
Robert Sluymer
Managing Director and Technical Strategist
Former Managing Director leading RBC’s U.S. Technical Research team with over 26 years of expertise in investment research and technical analysis.
David Grider
Lead Digital Asset Strategist
Director and Senior Analyst at FSInsight, overseeing emerging tech research within the blockchain, fintech and internet space.
David Zion, CFA, CPA
SPECIAL GUEST FROM ZION RESEARCH GROUP, TAX SPECIALIST
Prior to founding Zion Research Group, Dave had 20 years of experience as a sell side Accounting & Tax research analyst at Bear Stearns, ISI and most recently Credit Suisse.
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