Available Presentation Slides
While nothing replaces attending WAMM events in person, we are
now making available to WAMM members certain of the electronic slide
presentations presented at WAMM events.
As you might expect, we will not be able to provide all slide presentations
due to copyright laws or securities firm compliance reasons, but
we will make available to you all the presentations we are allow
to - but only after the fact and only for a limited time.
Please be aware that your computer may require certain software
such as Microsoft PowerPoint or Adobe Acrobat to read these files.
Enjoy!
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Wednesday, May 19, 2021
Robert Robotti
"Equity Market Investing from a Value Perspective"
Speaker: |
Robert Robotti is the President and Chief Investment Officer of Robotti & Company. Prior to forming Robotti & Company, Incorporated in 1983, Bob was a vice president and shareholder of Gabelli & Company, Inc.
Get the
PDF file of the presentation . . . ["Value Equity
Market Investing"]
See Mr
Robotti's Bio Here |
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Thursday December 10, 2020
"Equity Investing in 2021"
Speaker: |
Sam Stovall is Chief Investment Strategist and serves as analyst, publisher, and communicator of CFRA�s outlooks for the economy, market, and sectors. He is the author of The Seven Rules of Wall Street and writes weekly �Sector Watch� and �Investment Policy� reports on CFRA�s MarketScope Advisor platform...
Get the PDF file of the presentation . . . ["Is It Time to Buy or Bail?"]
["Sector Spin"]
See Sam Stovall's Bio Here |
Speaker: |
Michael Sheridan, CFA is a seasoned equity portfolio manager with a strong track record of alpha generation in long-only and long/short portfolios. Most recently with Abu Dhabi Investment Authority (ADIA) as Deputy Head of U.S. Equities...
Get the PDF file of the presentation . . . ["History Doesn't Repeat Itself"]
See Michael Sheridan's Bio Here |
Speaker: |
Joe Rabil started Rabil Stock Research in 2005. He works closely with institutional money managers to help them identify changes in market, sector, and individual stock trends. He has built a reputation as a trusted advisor to some of the best performing money managers on Wall Street by successfully identifying portfolio holdings that are technically improving or deteriorating...
Get the PDF file of the presentation . . . ["Technical Trends Developing for 2021"]
See Joe Rabil's Bio Here |
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Thursday, April 2, 2020
Mark Zandi
"COVID-19: Global Recession"
Speaker: |
Mark Zandi is chief economist of Moody�s Analytics, where he directs economic research. Moody�s Analytics, a subsidiary of Moody�s Corp., is a leading provider of economic research, data and analytical tools. Dr. Zandi is a cofounder of Economy.com, which Moody�s purchased in 2005.
Get the
PDF file of the presentation . . . ["COVID-19: Global Recession"]
See Mr
Zandi's Bio Here |
|
Wednesday, April 24, 2019
David Wertheim
"Invesco: Real Estate Investing"
Speaker: |
David Wertheim is a Senior Client Portfolio Manager focused on real asset securities. In this capacity, he works with Invesco�s real assets investment management team, serving as its representative to clients and prospects.
Get the
PDF file of the presentation . . . [“Invesco: Real Estate Investing”]
See Mr
Wertheim's Bio Here |
|
Tuesday, November 13, 2018
Tapan V. Gandhi, CFA
"Generating Alpha in India - Opportunities and Challenges"
Speaker: |
Tapan V. Gandhi, CFA is Principal at BroadBranch Advisors. Prior to that at ASK Pravi Capital, he was part of the team that has raised a mid-market private equity fund focused on investing in businesses across industries benefiting from the consumption theme in India. Before raising the fund, he had founded a strategy consulting and investment banking firm in India called Forward Thinking.
Get the
PDF file of the presentation . . . [“Generating Alpha in India”]
See Mr
Gandhi's Bio Here |
|
Wednesday, April 4, 2018
John Silvia
"Ten Issues in a Three Percent Economy"
Tuesday, March 6, 2018
Katherine Molnar
Andrew Spellar
"Pension Investing: Managing Risk in a Rising Interest Rate Environment with Alternative Investment Strategies"
Speaker: |
Katherine Molnar, CFA joined Fairfax County Retirement Systems in 2013 and currently serves as Chief Investment Officer of the Fairfax County Police Officers Retirement System, a $1.4 billion plan. Her responsibilities include all aspects of portfolio management and oversight...
See Katherine Molnar's Bio Here
|
Speaker: |
Andrew Spellar is Chief Investment Officer for the $4.0 billion Fairfax County Employees' Retirement System located in the suburbs of Washington, DC. Mr. Spellar oversees all aspects of the DB Plan�s investment portfolio...
See Andrew Spellar's Bio Here
Get the
PDF file of the presentation . . . [“Pension Investing: Managing Risk”]
|
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Thursday, January 11, 2018
John Guinee
"REIT Outlook 2018"
Speaker: |
John Guinee joined the Stifel Nicolaus Research Team in connection with Stifel's acquisition of Legg Mason's Capital Markets Group in December of 2005. He joined Legg Mason in February 2005. From 2003 to 2005, Mr. Guinee was executive vice president and chief investment officer of Duke Realty, a $8 billion company that is the largest office and industrial real estate investment trust in the United States. He was responsible for leading the company's acquisition and disposition efforts.
Get the
PDF file of the presentation . . . [“REIT Outlook 2018”]
See Mr
Guinee's Bio Here |
|
Thursday, September 21, 2017
Michael Mandel
"Evolution, not Revolution: What Retail Apocalypse?"
Speaker: |
Dr. Michael Mandel is chief economic strategist at the Progressive Policy Institute in Washington, where he supervises PPI�s research and policy work across a wide range of topics, including the data-driven economy, the impact of regulation on innovation, and policies to improve production, investment and job growth in the United States and globally. Mandel was co-principal investigator for a Sloan Foundation grant on �Measuring the Impact of Globalization.� Mandel has testified before Congress on impact of regulation on innovation.
Get the
PDF file of the presentation . . . [“What Retail Apocalypse?”]
See Mr
Peabody's Bio Here |
|
Thursday May 11, 2017
Charles Peabody
"Money Centers"
Speaker: |
Charles W. Peabody is a Managing Director and Analyst at Compass Point Research & Trading, LLC, Research Division. Most recently, Mr. Peabody served as a Founding Partner since 2001 and Partner in Charge of Research at Portales Partners, LLC, an independent research boutique focused on the financial services sector.
Get the
PDF file of the presentation . . . [“Money Centers”]
See Mr
Peabody's Bio Here |
|
Wednesday April 12, 2017
Kathy Bostjancic
"US Macro and Interest Rate Outlook"
Speaker: |
Kathy Bostjancic is the Head of US Macro Investor Services at Oxford Economics. Kathy has extensive experience providing insightful global economic and financial market analysis and forecasts to institutional and retail investors and Fortune 500 business leaders and professionals.
Get the
PDF file of the presentation . . . [“US Macro and Interest Rate Outlook”]
See Ms
Bostjancic's Bio Here |
|
Wednesday, March 23, 2016
Gina Martin Adams , CFA, CMT
"US Equity Outlook"
Monday, February 22, 2016
Paul Miller
"Banking Outlook"
Speaker: |
Paul Miller is Managing Director and Head of Financial Institutions Research at Friedman Billings Ramsey and is well known in the investment community for providing in-depth, fundamental analysis and investment recommendations on thrifts and mortgage finance companies.
Get the
PDF file of the presentation . . . [“Banking Outlook”]
See Mr
Isakower's Bio Here |
|
Tuesday, May 19, 2015
Kyle Isakower
"North American Energy Renaissance" An Oil and Natural Gas Panel"
Tuesday, April 21, 2015
Marko Papic
"Geopolitical Strategic Outlook"
Wednesday, November 13, 2013
Larry Seruma
"Investing in Africa"
Wednesday, October 30, 2013
Martin Fridson
"Income Investing in a Low-Yield World"
Monday, April, 29, 2013
Speaker: |
Robert Shiller, Sterling Professor of Economics at Yale University
Get the
Powepoint file of the presentation at Yale Club of Washington D.C. . . . [Finance and the Good Society]
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Wednesday, January, 11, 2012
Thursday, October 20, 2011
Wednesday, May 12, 2010
Thursday, April 15, 2010
Wednesday, February 17, 2010
Wednesday, December 9, 2009
Thursday, December 3, 2009
Wednesday, October 7, 2009
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