Events

CFA Society Philippines – Da Vinci Stocks and Frauds: How to Beat the Market

By Professor Joel Litman

President and CEO of Valens Research and Chief Investment Strategist at Altimetry Financial Research

Date

Tuesday, 5th July 2022

Schedule

PHT

4:30 PM – 6:30 PM

The current market panic sell-off is creating a massive opportunity for particular spots in the global markets that smart, fundamental investors simply cannot pass up.

The mainstream media can’t wait to slap the word “crisis” onto anything that will drive knee-jerk viewership to their broadcasts and websites:

Inflation crisis, debt crisis, food crisis, oil crisis, geopolitical crisis, and the ultimate crisis for the media to sell their advertisements and banner ads… “War.”

Join Professor Joel Litman, Chairman, and CEO of Valens Research and Founder and Chief Investment Strategist of Altimetry Financial Research, as he talks about the discussions he has had with his clients and readers, including audiences from the top 10 global money managers and institutions such as CFA Societies around the world, the FBI, and the Pentagon.

In this webinar, Professor Joel Litman will cover topics such as:

  • How Russia, Ukraine, and China drive massive value into a particular market area
  • How collapsing currency values cause investors to flock into one particular safe haven
  • How the current “wars” drive profits into certain sectors (not defense) that will drive them into a lasting macro bull market
  • Which individual stocks are merely panic sell-offs, with significant recovery opportunities in the near-term

Over many years, Professor Litman’s assessment of bull and bear market cycles, and where we are within them, has been described as “uncanny.”

Professor Litman called out the “canary in the coal mine” of the corporate credit market breakdown in early 2008, long before the stock market plummeted into 2009. His bull market theses were reiterated at CFA societies, investor publications, and conferences throughout 2013 to 2019.

At the height of the pandemic-related market drop in March, April, May, and June of 2020, Professor Litman very publicly told his readers to go long the equity market in the U.S.

About the Speaker

Professor Joel Litman is Chairman and CEO of Valens Research and the Founder and Chief Investment Strategist of Altimetry Financial Research. He is a current member of the Board of Directors of COL Investment Management and formerly of COL Financial Group (PSE:COL). 

Professor Litman has been interviewed on CNBC, quoted in Barron’s Magazine and Institutional Investor, and is a regular author in Forbes. He published “Give My Regrets to Wall Street” in Harvard Business Review. Litman co-authored the highly-acclaimed book, DRIVEN: Business Strategy, Human Actions, and the Creation of Wealth.

Prof. Litman has lectured and advised at top programs like Harvard Business School and London Business School, for the US Department of Defense at the Pentagon and US Marine Corps War College, for CFA Societies and investment teams from New York to London to Manila, and for the global leadership of some the world’s largest firms such as PwC and Credit Suisse.

He is a member of the Makati Business Club and has received high marks for his programs presented at the American Chamber of Commerce in the Philippines.

Litman is Chairman of the UAFRS Council for Uniform Accounting and is a member of the CFA Institute, the global association for investment professionals, and the Association of Certified Fraud Examiners. He is a CPA (Certified Public Accountant), received a B.S. in Accounting from DePaul University, and an MBA/MM from the Kellogg Graduate School of Management at Northwestern University. 

Litman’s philanthropy is focused on community development through scholarships, job training programs, and extensive microfinance lending, particularly in the Philippines.

The registration fees are as follows:

Non-member Rates:
Early Bird Rate: PHP 350.00
Regular Rate: PHP 550.00
CFAP Members, CFAP Candidates, and Student Organization Affiliates: Free

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