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CFA/DFW Forth Wort Breakfast with Michael Gayed
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When: Wednesday, May 2, 2018
7:30 AM
Where: City Club of Fort Worth
301 Commerce Street
Forth Worth 76102
United States

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Event Description: Michael A. Gayed, CFA, and Charlie Bilello, CMT, of Pension Partners, LLC co-authored two award-winning papers in 2014, and also won the 2015 Wagner Award for their paper documenting how Lumber and Gold can be used as signals for managing investment portfolios. This eye-opening paper focuses on the predictive power of two seemingly unrelated commodities which provide important information
on the economic cycle, and risk-seeking behavior in various assets.

Their work has important implications for both asset allocators and active managers.

Join Michael A. Gayed, CFA, co-author of these papers as he presents the research and provides practical ways of active tactical asset allocation using the signaling power of Lumber and Gold.