Events for September 2018

The Gabelli Center for Global Security Analysis and the Museum of American Finance present a lecture by Howard Marks. One of the most successful Wall Street investors of all time, Marks provides practical insight and keen analysis on how to understand, track, and react to the ups and downs of the stock market. In his new book, Mastering the Market Cycle: Getting the Odds on Your Side, Marks reveals the hidden logic in carefully pinpointing market trends so that investors have the opportunity to improve their results.

Millennials are expected to inherit more than $40 trillion over the coming decades.

While conventional wisdom abounds about millennial investors, CFA Institute and the FINRA Foundation have partnered on a new study to discover what millennials are actually thinking and doing, and what they are learning from other generations about investing.

Are millennial investors super savers and investors compared to other generations? What are their attitudes about Wall Street or investment advisers? What is real and what is fiction?

On 4 October, speakers and panelists will discuss implications for the investment industry and financial educators of millennials’ investment preferences, the catalysts and barriers they face in saving and investing, and their attitudes about investment advice.