Events

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

By Professor Joel Litman

Chairman and CEO of Valens Research and the Founder and Chief Investment Strategist of Altimetry Financial Research

Date

Wednesday, 27th July 2022

Schedule

In EDT

12:00 PM – 1:00 PM EDT

In what area of the stock market can investors experience, literally, 1,000x investment returns?

What strategies do “Da Vinci stocks” employ from inception to growth to become the true market dominators?

Why does even Warren Buffett talk about the amazing returns of these companies, lamenting how he can’t buy them despite the opportunity where he would “guarantee” 50%+ annual returns per year?

This special event for CFA Society Baltimore, its members, and its affiliates will focus on how the greatest of investors and leadership teams recognize, analyze, and even build the world’s next “Da Vinci stocks.”

In this event, Professor Joel Litman will discuss the strategy, performance, and the valuations of how the greatest firms become so great—long before most of the world realizes it.

He will also discuss the reason why so many novice investors and the widespread financial media completely miss out on recognizing these firms in their early years, often even fearful of them.

He 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

The content in this discussion will be provided by Professor Litman as a keynote speaker at the National FBI Accounting and Forensics Conference.

That itself highlights an important aspect of these investments that cannot be overlooked.

Professor Joel Litman is Chairman and CEO of Valens Research and the Founder and Chief Investment Strategist of Altimetry Financial Research. 

Litman’s analyses are read by tens of thousands of investors and executives every week. His research is used by more than 230 of the 300 largest investment managers in the world, including all of the top ten.

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

Litman has been interviewed on CNBC, quoted in the Wall Street Journal’s 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.”

As Chairman of the UAFRS Council, Litman has spearheaded the global use of Uniform Accounting (uafrs.org) for investment decisions and strategic business analysis. Professor Litman holds trademarks and patents in a wide array of strategic and financial analyses.

Litman is an honorary 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.

Reserve your slot for this upcoming webinar and find out how to find the “next Da Vinci stocks” for your portfolio.

About the Speaker:

Professor Joel Litman is Chairman and CEO of Valens Research and the Founder and Chief Investment Strategist of Altimetry Financial Research.

Professor Litman has lectured and advised at top programs like Harvard Business School and London Business School, for the US government, including the Pentagon and US Marine Corps War College, for CFA Societies and investment teams from New York to Istanbul to Tokyo, and for leadership of the world’s largest firms such as PwC and Credit Suisse.

Professor Litman has been interviewed on CNBC, quoted in the Wall Street Journal’s 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. He co-authored the highly acclaimed book, “DRIVEN: Business Strategy, Human Actions, and the Creation of Wealth.”

As Chairman of the UAFRS Council, Professor Litman has spearheaded the global use of Uniform Accounting for investment decisions and strategic business analysis. 

Professor Litman 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.

The registration fees are as follows:

Virtual – Non-Member: $10.00 

Virtual – Member: Complimentary

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