Prior >> Our Events

Category: Prior - Topic: Our Events

DateSummary
March 18, 2024
Monday
06:00 PM
March Madness One Year Later: Revisiting Trends in Banking for 2H24 and Beyond
David Bishop, Hovde Group
Bill Boyan, Piper Sandler
Martin Friedman, FJ Capital Management
Trevor Montano, West Potomac Capital
Laurie Hunsicker, Seaport Research Partners

February 21, 2024
Wednesday
06:00 PM
The Energy Transition: The Bull/Bear Renewables Debate
Michael Cohen, bp
Stephen Morel, Montgomery County Green Bank
Chris Versace, Tematica Research

January 25, 2024
Thursday
06:00 PM
Asset Allocation Mix for 2024
Katherine Molnar, CFA, Fairfax County Police Officers Retirement System
Nils Overdahl, CFA, New Century Advisors
Shawn Snyder, JP Morgan Private Bank

December 19, 2023
Tuesday
06:00 PM
Top Insurance Industry Trends in 2024
Adam Maloney, Elementum Advisors
Paul Newsome, Piper Sandler
Meyer Shields, KBW
Vaibhav Vish, FJ Capital Management

November 28, 2023
Tuesday
06:00 PM
Macroeconomic Outlook for 2024
Curtis Dubay, U.S. Chamber of Commerce
Michael Fratantoni, Mortgage Bankers Association
Blu Putnam, CME Group

November 7, 2023
Tuesday
06:00 PM
WAMM's Social Gathering
November 2, 2023
Thursday
06:00 PM
Retail and E-Commerce Outlook
Ben Betcher, CFA, Sands Capital
Nikhil Devnani, CFA, Bernstein

September 27, 2023
Wednesday
06:00 PM
Commercial Real Estate Outlook
Floris van Dijkum, Compass Point Research and Trading
Ryan Riel, EagleBank
Vaibhav Vish, FJ Capital Management

June 20, 2023
Tuesday
06:00 PM
Banking Industry Outlook
David Bishop, CFA, Hovde
Bill Boyan, Piper Sandler
Doyle Mitchell, Jr., Industrial Bank
Laurie Hunsicker, Seaport

June 14, 2023
Wednesday
06:00 PM
WAMM's Social Gathering
May 25, 2023
Thursday
06:00 PM
Economic and Investing Outlook for 2H2023 and Beyond
Nathan Sheets, Ph.D., Citi
Cary Greenspan, CMT, United Bancshares

April 20, 2023
Thursday
06:00 PM
Technology Investing Outlook
John K. Freeman, Ravenswood Partners
Daniel Ives, Wedbush Securities
Daniel Pilling, Sands Capital

March 28, 2023
Tuesday
06:00 PM
Fintech, Crypto, and Web3 Outlook
Dante Disparte, Circle
Greg Lisa, Element Finance, Inc
Anthony Tu-Sekine, Seward & Kissel LLC
Anthony Tuths, KPMG
Chase White, Compass Point Research & Trading LLC

February 28, 2023
Tuesday
06:00 PM
Real Estate Outlook
Floris van Dijkum, Compass Point Research and Trading
Ben Miller,Fundrise
Vaibhav Vish, FJ Capital Management
Michael Joyce, Oranswell Realty Partners.

January 19, 2023
Thursday
06:00 PM
Behavioral Finance: How to be a Better Investor in 2023
Michael D. Bailey, CFA, FBB Capital Partners
Joseph F. Healy, Beacon Investment Advisory Services
Pamela J. Sams, Jackson Sams Wealth Strategies.

December 13, 2022
Tuesday
06:00 PM
Macroeconomic and Investing Outlook for 2023 and Beyond
Douglas Duncan, Fannie Mae
Martin Fridson, Lehmann Livian Fridson Advisors

November 15, 2022
Tuesday
06:00 PM
"Retail Sector Roundup"
Dana Telsey, Telsey Advisory Group

October 18, 2022
Tuesday
06:00 PM
U.S. Midterms and the Political Outlook for 2023
Ben Barasky. Vanguard
Nathan Dean, Bloomberg Intelligence
Edwin Groshans, Compass Point Research
Henrietta Treyz, Veda Partners

September 28, 2022
Wednesday
06:00 PM
ETF Market Trends in 2022 and Beyond – Investing Strategies from an ETF Perspective
Simeon Hyman, CFA, ProShares
Mariana Farina, Wells Fargo Investment Institute
Pavel Vaynshtok, S&P Dow Jones Indices

June 22, 2022
Wednesday
06:15 PM
Investing in Digital Assets, Blockchain Technology, and Decentralized Finance
Dan Dolev, Mizuho Americas
Ric Edelman, Edelman Financial Engines
Dan Weiskopf, Toroso Investments

May 24, 2022
Tuesday
06:15 PM
Investing in Developing Markets
Matthew Nigrelli, USAID
Prasad Subramaniam, Kotak Mahindra Bank
Jean van de Walle, Sycamore Capital

April 26, 2022
Tuesday
06:15 PM
Macroeconomic Outlook for 2022 and Beyond
Darrell Cronk, Wells Fargo & Company
William Lee, Milken Institute

March 24, 2022
Thursday
04:15 PM
Public Policy, Politics, and the Political Outlook for 2022 and Beyond
Mick Mulvaney, Former White House Chief-of-Staff
Raj Date, Fenway Summer LLC
Isaac Boltansky, BTIG

February 22, 2022
Tuesday
06:15 PM
Real Estate Panel
Floris van Dijkum, Compass Point Research and Trading
David Wertheim, Invesco
Michael Joyce, Oranswell Realty Partners

January 19, 2022
Wednesday
06:15 PM
Fixed Income Market Update
Ellen Safir, New Century Advisors

December 14, 2021
Tuesday
06:15 PM
Behavioral Finance - New Year’s (Investing) Resolutions
Michael D. Bailey, CFA, FBB Capital Partners
Joseph F. Healy, CFA, Beacon Investment Advisory Services
Raife Giovinazzo, PhD, CFA, Fuller & Thaler Asset Management, Inc.
Gary Mishuris, CFA, Silver Ring Value Partners
Sarah Newcomb Ph.D., Morningstar, Inc.

November 29, 2021
Monday
06:15 PM
Retail Sector Roundup
Dana Telsey, Telsey Advisory Group

October 20, 2021
Wednesday
06:15 PM
Technology Sector Investments
John K. Freeman, CFRA
Guaylon Arnic, Profit Investments
Fred McClimans, Futurum
Thomas H. Trentman, CFA, Sands Capital
Bill Whyman, Tech Dynamics, LLC

September 21, 2021
Tuesday
06:00 PM
Opportunities in the Financial Services Sector: An Investor's Perspective
Eric Blankenstein, former EVP and COO of Ginnie Mae
Cheryl Pate, CFA, Angel Oak Capital
Scott Siefers, Piper Sandler
Steven Stein, FSI Group, LLC
Kyle Hauptman, National Credit Union Administration

July 22, 2021
Thursday
04:15 PM
ETF Themes to Monitor in 2H2021
Lara Crigger, ETF Trends and ETF Database
Mariana Fariña Bush, Wells Fargo Investment Institute
Todd Rosenbluth, CFRA
Chris Versace, Tematica Research

June 16, 2021
Wednesday
04:15 PM
ETF Market Trends, Portfolio Strategies from an ETF Perspective
Gargi Pal Chaudhuri, BlackRock
Kieran Kirwan, ProShares
Todd Rosenbluth, CFRA
Shaun Wurzbach, S&P Dow Jones Indices

May 19, 2021
Wednesday
04:15 PM
Equity Market Investing from a Value Perspective
Robert Robotti, Robotti & Company

April 21, 2021
Wednesday
04:15 PM
Investing in Sustainable Oceans and Clean Water Panel
Matthew J. Diserio, Water Asset Management, LLC
Daniela V. Fernandez, Sustainable Ocean Alliance
Ruben Rodriguez, American Water

March 16, 2021
Tuesday
04:15 PM
Digital Currencies and Blockchain Panel
Matt Hougan, Bitwise Asset Management
Stephen Mathai-Davis, Q.ai

March 3, 2021
Wednesday
04:15 PM
Real Estate Investing After COVID-19 Panel
David Wertheim, Invesco
Josh Barber, Diamond Hill Capital Management
Michael Joyce, Oranswell Realty Partners

January 25, 2021
Monday
04:15 PM
Fixed Income Investment Outlook
Tom Tzitzouris, Strategas
Tom Kozlik, Hilltop Securities
Michael Decker, Bond Dealers of America

December 10, 2020
Thursday
04:15 PM
Equity Investing in 2021
Sam Stovall, CFRA
Michael Sheridan, CFA
Joe Rabil, Rabil Stock Research

November 10, 2020
Tuesday
04:15 PM
Retail Roundup
Dana Telsey, Telsey Advisory Group

October 14, 2020
Wednesday
04:15 PM
Markets, Policy and Upcoming Presidential Election Panel
Isaac Boltansky, Compass Point Research & Trading
Stefanie Miller, FiscalNote Markets
Ed Mills, Raymond James

September 23, 2020
Wednesday
04:15 PM
Market & Economic Perspectives from Goldman Sachs
Candice Tse, Goldman Sachs Asset Management

June 17, 2020
Wednesday
04:15 PM
Investing in Financial Services Panel
Bert Ely, Ely & Company
Gerard S. Cassidy, RBC Capital Markets
Ethan Heisler, Kroll Bond Rating Agency
Steven N. Stein, FSI Group, LLC

May 19, 2020
Tuesday
04:15 PM
Interest Rate Outlook
Ira Jersey, Bloomberg Intelligence

April 2, 2020
Thursday
04:15 PM
Economic Outlook
Mark Zandi, Moody’s Analytics