Navigating through the Changing Investment Landscape: What to Know, What to Do

11:30 am - 01/13/2015

@ FPA of San Francisco

155 Sansome Street
San Francisco CA  94104



Navigating through the Changing Investment Landscape: What to Know, What to Do

Speaker:
Nelli Oster, PhD
Investment Strategist, BlackRock Investment Institute

Thank You to Our Meeting Sponsor: Invesco

Program Description:
With the Federal Reserve having ended quantitative easing, a new political landscape with the U.S. mid-term election results, and healthy growth in the U.S. but economic weakness in other parts of the world, investors are left to navigate the changing economic and investment landscape.

Dr. Oster will present BlackRock’s domestic and international economic outlook, including what key indicators to watch and why. Her discussion will address investment positioning across asset classes and rotation between asset class segments for optimal portfolio strategies. Advisors will gain market insights for portfolio positioning and be better equipped to set clients' expectations for the coming year. Given her expertise in behavioral finance, Dr. Oster will also share her insights on common behavioral investor mistakes, their psychological underpinnings, and how advisors can help their clients tackle these biases for better financial outcomes.

Speaker Bio:
Nelli Oster, PhD, Director, is an Investment Strategist at BlackRock Investment Institute, where her responsibilities include developing tactical country, sector and asset allocation models for implementation with iShares ETFs, in addition to relating the Investment Strategy Team's research and investment views to key institutional and financial advisor clients.

Dr. Oster's service with the firm dates back to 2008, including her time with Barclays Global Investors (BGI) which merged with BlackRock in 2009. At BGI Dr. Oster did research and portfolio management in the firm's quantitative stock selection business across the global portfolios. Prior to joining BGI, Dr. Oster was an Equity Research Analyst at Goldman Sachs after beginning her career in the Mergers and Acquisitions group of Salomon Smith Barney.

Dr. Oster holds a BSc (Hons) in Management Sciences from the London School of Economics and a PhD in Finance from the Stanford Graduate School of Business, where her Behavioral Finance dissertation focused on expectations formation and learning in the financial markets.

Meeting Agenda
11:30 am -12:00 pm - Registration & Networking
12:00 pm - 12:15 pm - Chapter Announcements & Lunch
12:15 pm - 1:30 pm - Speaker Presentation and Q & A
1:30 pm - Program Closes


Members Non-Members

Early Bird Registration
(Ends January 9, 2015)
$50 $75
Regular Registration (After January 9, 2015) $70 $95


You may register online after January 9, 2015, however, you will be charged the Regular Registration price. Online registration closes at midnight, January 11, 2015.

*This topic has been approved by the CFP Board for 1.0 hour of CE credit.

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Host: FPA of San Francisco

Categories: Financial Planning

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