Evan Frazier Speaking at Private Wealth Midwest Forum 8/9

July 20, 2023

On  Wednesday, August 9, Evan Frazier, CFA, CAIA will be speaking at the Private Wealth Midwest Forum hosted by Markets Group in Chicago.

Evan will be moderating a panel entitled, “The Equity Equation: Evaluating Impact on Portfolios,” described as follows: The growth of the U.S. and global economy and inflation are highly uncertain. This panel will endeavor to answer how those in private wealth can build an all-weather portfolio and answer the following questions:

  • Will macro conditions continue to drive value vs. growth?
  • Will large-cap hold up better than small-cap? Does it depend more on economic conditions or starting valuation?
  • Does U.S. exceptionalism still apply or are international stocks (and currencies) too cheap to ignore?

The 7th Annual Private Wealth Midwest Forum will bring together family offices, RIAs, wealth managers, private banks, and asset managers in the region to discuss pressing issues. For more information, please visit the event webpage.

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