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2023 will likely go down in history as a year of extreme speculation. 2023’s speculation could make 2024 the beginning of a once-in-a-generation opportunity for investors willing to embrace diversification.

Please join Richard Bernstein on Tuesday, January 23rd at 4:15 PM ET to hear our macroeconomic outlook & insights for 2024.

Key learning objectives:

4 pivotal investment themes for 2024
Investors' historic risk-taking during 2023 likely to moderate in 2024
Potential for a replay of the 2000's "Lost Decade"
Importance of having a liquid fixed income portfolio this year
Managing risk in an uncertain market environment

Speakers

Richard Bernstein

CEO/CIO, Richard Bernstein Advisors

Mr. Bernstein founded Richard Bernstein Advisors LLC (RBA) in 2009. As CIO, Mr. Bernstein oversees the firm’s Investment Committee which manages multi-asset, global equity, and fixed income ETF strategies for financial advisors and institutions. He helps write the firm’s monthly Insights which has over 25,000 subscribers, is a frequent guest on CNBC and Bloomberg TV, and is regularly quoted in leading publications like Barron’s, Financial Times, and The Wall Street Journal.

Mr. Bernstein has over 40 years’ experience on Wall Street, and was formerly the Chief Investment Strategist at Merrill Lynch & Co. Prior to joining Merrill Lynch in 1988, he held positions at E.F. Hutton and Chase Econometrics/IDC. A much-noted expert on equity, style and asset allocation, Mr. Bernstein was voted to Institutional Investor magazine’s annual “All-America Research Team” eighteen times and was inducted into the Institutional Investor “Hall of Fame”¹. His book “Style Investing: Unique Insight into Equity Management” is widely viewed as the seminal book on style-oriented investment strategies. He donates the profits from that and his other book, “Navigate the Noise: Investing in the New Age of Media and Hype,” to charity.

Mr. Bernstein currently sits on the Hamilton College endowment’s Investment Committee and is a trustee of Hamilton College and was formerly a chair of the Alfred P. Sloan Foundation endowment’s Investment Committee. He is also a member of the Journal of Portfolio Management’s Advisory Committee and former adjunct faculty of the NYU/Stern Graduate School of Business. Rich and his wife, Christine, endow numerous college and university scholarships designated for under-represented students interested in business and STEM.

Rich holds an MBA in finance, with Beta Gamma Sigma distinction, from New York University, and a BA in economics from Hamilton College. He has lectured on finance and economics at numerous colleges, universities and professional forums.

Terry Ober

National Director - Portfolio Specialist Group, Richard Bernstein Advisors

Terry Ober is national director - portfolio specialists group with Richard Bernstein Advisors.

Before RBA, Mr. Ober was a regional vice president for ING U.S. Investment Management. Prior to joining ING in 2012, he was senior vice president, portfolio specialist with Cohen & Steers Capital Management. Terry has over 30 years of investment experience.

Terry has a BS from Babson College in Wellesley, MA. He is based in the Boston, MA area.

¹Institutional Investor rankings relate to Richard Bernstein personally, and not to Richard Bernstein Advisors LLC. Mr. Bernstein was named to Institutional Investor’s “All-America Research Team” from 1991 through 2008, including a top-ranking in Equity Derivatives, Portfolio Strategy and Quantitative Research in 1995 through 2004. Mr. Bernstein was inducted into Institutional Investor’s All-American Research Hall of Fame in 2001. Institutional Investor is a leading international business to business publisher, focused on the publication of premium journalism, newsletters and research. The published rankings are based on responses to multi-factor surveys from a large number of investment professionals across a broad range of asset management firms that meet certain minimum eligibility requirements, including a minimum amount of sell-side commissions annually. The formula Institutional Investor uses to develop its rankings is proprietary. The rankings are not indicative of future performance, and there is no guarantee of future success. For additional information, visit www.institutionalinvestor.com.

Disclaimer: The views expressed during this webinar, which may include forward looking statements, are those of the portfolio manager and are as of today's date only. These views are subject to change at any time based upon market or other conditions, and the investment adviser disclaims any responsibility to update such views. These views may not be relied on as investment advice and, because investment decisions are based on many factors, may not be relied on as an indication of trading intent on behalf of any Richard Bernstein Advisors strategy. Any examples discussed should not be considered an indication of the experience of clients. It should not be presumed that any strategies discussed will be profitable or will equal the experience of the example. The views and strategies described may not be suitable for all investors.

NOT FDIC INSURED • NOT BANK GUARANTEED • MAY LOSE VALUE
Investment Professional Use Only. Not To Be Used With the Public.

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