"The Art of Asking the Right Questions; Market Outlook with
BMO's U.S. Wealth Management
Chief Investment Officer"
Presented by:
Yung-Yu Ma, Ph.D
Chief Investment Officer,
BMO Wealth Management - U.S
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A Special Thanks to Our Event Sponsor Robert Gewecke, CFP®
Private Wealth Advisor robert.gewecke@bmo.com(925) 542-4584
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The discussion will provide BMO Wealth Management’s thinking on how the U.S. averted recession, the economic outlook, the upcoming elections, and their implication for inflation, monetary policy, interest rates, and economic growth.
About Our Speaker:
Yung-Yu Ma is the Chief Investment Officer for BMO Wealth Management in the U.S. and joined the organization in 2016. He brings a dynamic combination of academic achievements and industry experience to the Investment Strategy team. As Chief Investment Officer, he is responsible for guiding strategic and tactical asset allocations for client portfolios and leads a team that conducts macroeconomic and market analysis, and also modeling across asset classes. He is frequently cited in print media including the Wall Street Journal, NY Times, Barron’s, etc., and appears regularly on CNBC, Bloomberg television, and Yahoo! Finance television.
Prior to joining BMO, Yung-Yu was a finance professor at Lehigh University, where he taught courses in equities, fixed income, and derivatives. His academic studies have been cited in leading finance journals (including the Journal of Finance), top law journals, the Wall Street Journal, the Handbook of High Frequency Trading, and in the Oxford Handbook of Corporate Governance. During his tenure at Lehigh, he was awarded the Staub Outstanding Teacher Award, awarded to one faculty member by a vote of faculty and students. Prior to his academic career, Yung-Yu worked for a global consulting firm with operations in Hong Kong, Taiwan and Mainland China where he performed financial, macroeconomic, and market analysis for global companies. Later, he served as a regional manager at a Fortune 500 subsidiary in Taipei and Mainland China. Dr. Ma earned his Ph.D. in Finance at the University of Utah and his B.A. in Economics and Political Science, magna cum laude, at Williams College in Massachusetts.
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NEW LOCATION
The Garden, 1719 Bonanza St, Walnut Creek, CA 94596
Nearest parking garage is the North Locust St. Parking Garage at 1625 Locust St.
6:30pm Buffet Dinner
6:45pm Welcome & Announcements
7:00pm Speaker Presentation
8:00pm Meeting Close
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Member Advance Cost $90 ($100 after 5/13)
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Special Thanks to our Member Supporters
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Gagen McCoy
Robert Gewecke, CFP®
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Complimentary Networking Event @ Headlands Brewery
Wednesday, May 1, 2024 from 4pm to 6pm
