Economic and Financial Market Outlook
Mar 21, 2024 - 11:30 AM (PT) - Pavement Recycling Systems, Inc. 10240 San Sevaine Way #1100, Jurupa Valley, CA 91752e
Hosted by Inland Empire, Redlands, CA
About this Event
Please join us for an Economic and Financial Market Outlook presented by Anthony Valeri and California Bank & Trust and Zions Wealth Management. Anthony will cover the economy, the outlook for stock and bond markets, and key themes for 2024.
Learning Objectives:
- Understand the near and future economic conditions in the world and utilize the information learned to substantially improve financial standing.
- Understand path of corporate profit growth and potential impacts
- Assess market-implied Fed interest rate trajectory and implications.
- Understand policy, financial market, and economic implications of the presidential election.
CPE: Earn 1.5 CPE Credits in the field of Economics This is a group-live program at the Basic level. No prerequisites or advanced preparation required.
The Construction Financial Management Association (CFMA) is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: https://www.nasbaregistry.org/
Featured Speakers
Anthony Valeri and California Bank & Trust and Zions Wealth Management.
Anthony chairs the firm’s Investment Committee and is responsible for all aspects of investment management including portfolio construction, due diligence, asset allocation, investment analysis, and investment communications. In addition, he also serves as a portfolio manager and helps manage high-net-worth client accounts. Prior to joining the firm, Anthony was a Senior Vice President and investment strategist at LPL Financial where he was responsible for developing and articulating investment strategy. He received a Bachelor of Arts degree in Economics from the University of California at San Diego. Anthony has 31 years experience in the industry and is a Chartered Financial Analyst (CFA).