​[Archive]​ U.S. Equities Boom or Bust Update

​[Archive]​ U.S. Equities Boom or Bust Update

Boom or  Bust

Current investment trends in the United States shift almost daily and present contrasting sides of whether U.S. Equities are a bubble ready to implode or are a great buying opportunity that still offer the best long-term Investment available.  Dr. David I Kass, Clinical Professor, Department of Finance at the Smith School of Business at the University of Maryland and Michael P Lebowitz, CFA, Economic and Investment Researcher at 720Global and Real Investment Advice, will present their analysis and recommendations for investors of all types. The presenters will emphasize on the future direction of the U.S. Equity Markets as well as the potential impact of increasing price volatility, increasing interest rates, changes in government regulations among different industry sectors, trade disputes, geo-political and other knowns or unknown events.  
CFA Society Washington, DC invites the audience an opportunity to listen and then engage in productive discussions during the Q&A portion and openly express their opinions on their relative assessment of the future direction of general market conditions and U.S. equities.
Learning Objectives:

  1. Gain a better Understanding of the current Investment Environment in the U.S. and globally with emphasis on how the past Quantitative Easing actions by Central Bank, and how deficit fiscal spending are possibly creating Asset bubbles especially in equities.
  2. Understand where the current U.S. Equity markets are in relationship to their historical valuation measures.
  3. Better understand how many long-term investors  have constantly made money in U.S. equities and how they will likely continue to do so, as well as what are some of the largest mistakes many investors make and/or are making right now.
  4. Learn about 1-2 possible major disruptions and/or the possible events to monitor that may change many aspects of what we know and expect today.


We encourage members of other CFA Societies to attend local programs at the CFAW Member Rate. Please contact events@cfawashington.org with any questions. 

Recording Available until Wednesday, June 30th, 2021


  • When

  • Wednesday, September 9, 2020 - Wednesday, June 30, 2021
    11:30 AM - 12:30 PM
    Eastern Time

  • Where

  • Virtual