CFA Society New York Equity Research Lunch & Learn
CFA Society New York 1540 Broadway, New York City, NY, United StatesOverview This session will focus on equity market positioning and portfolio construction, with an emphasis on the real‑world considerations investors face today. The discussion will explore how valuation and earnings dynamics shape equity markets, the implications of market concentration, the case for U.S. versus international equities, and when active management adds the [...]
Jeremy Miles, CFA is a Senior Research Associate (VP) covering US Retail at Bernstein. He joined Bernstein in June 2023 after graduating from Columbia Business School’s MBA Value Investing Program. He started his career in strategy consulting, advising clients across Europe and Latin America.