Sponsored Event - Before It’s Too Late: Using Lumber and Gold to Actively Manage Stocks and Bonds
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Sponsored Event - Before It’s Too Late: Using Lumber and Gold to Actively Manage Stocks and Bonds

When: Tuesday, September 8th
From 12pm until 1:30pm
Where: CFASF Classroom
235 Montgomery Street
Suite 643
San Francisco
Presenter: Michael A. Gayed, CFA
Contact: Tracy Canning

Online registration is closed.
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Before It’s Too Late:
Using Lumber and Gold to Actively Manage Stocks and Bonds

Event Description: Michael A. Gayed, CFA, and Charlie Bilello, CMT, of Pension Partners, LLC co-authored two award-winning papers in 2014, and also won the 2015 Wagner Award for their paper documenting how Lumber and Gold can be used as signals for managing investment portfolios. This eye-opening paper focuses on the predictive power of two seemingly unrelated commodities which provide important information on the economic cycle, and risk-seeking behavior in various assets. Their work has important implications for both asset allocators and active managers.

Join Michael A. Gayed, CFA, co-author of these papers as he presents the research and provides practical ways of active tactical asset allocation using the signaling power of Lumber and Gold.

Attendees will have a chance to win a free Kindle Fire at the end of the presentation for those entering their business cards.

Michael A. Gayed, CFA

As winner of the 2014 Charles H. Dow Award and 3rd Place Winner of the 2014 Wagner Award, Michael helps to structure portfolios to best take advantage of various strategies designed to maximize the amount of time and capital spent in potentially outperforming investments. Prior to this Chief Investment Strategist role, Michael served as a Portfolio Manager for a large international investment group, trading long/short investment ideas in an effort to capture excess returns. From 2004 to 2008, Michael was a Portfolio Strategist at AmeriCap Advisers, LLC, a registered investment advisory firm which managed equity portfolios for large institutional clients. As a member of the investment committee, Michael performed detailed analysis on various stocks and worked closely with the principals of the firm to structure client portfolios. In 2007, he launched his own long/short hedge fund, using various trading strategies focused on taking advantage of stock market anomalies.

Michael is an active contributor to popular financial websites, including SeekingAlpha.com, MarketWatch.com, and Minyanville.com. He has been interviewed on CNBC, Bloomberg, Fox Business, as well as the Wall Street Journal live for his unique approach to interpreting market movements. His analysis has also been featured by Marc Faber of the Gloom, Boom and Doom Report. He is the author of the Lead-Lag Report, a weekly summary of various intermarket trends, and the Week in Review which is a free e-newsletter sent out every Sunday.

Michael earned his B.S. from New York University, and is a CFA Charterholder. Follow him on Twitter: @pensionpartners, and on YouTube: www.youtube.com/pensionpartners.

Members: Free (Sponsored by Pension Partners LLC)
Non-members: $10 (Subsidized by Pension Partners LLC)

Lunch is included.


September 8th


Noon until 1:30pm


11:30 Registration opens
12:00 Presentation begins
1:00 Q&A
1:30 Conclusion

CFASF Classroom
235 Montgomery Street
6th Floor - Suite 643

Continuing Education:

This event qualifies for 1 hour of continuing education credit for CFA Charterholders.

Cancellation Policy:
Please contact tracy@cfa-sf.org with at least 24 hours notice to receive a full refund.

235 Montgomery Street, Suite 725 | San Francisco, CA 94104 | P: 415.814.7900 | E: info@cfa-sf.org

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