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Market Risks and Opportunities . . . Ideas for Investor Actions

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Today’s economic environment is more complex than ever, a complicated intersection of economics, politics, and events at the local, national, and global levels. It is a lot to keep current on and to process, what can private investors do to ensure that their investment portfolios will be able to meet the intended objectives?

Erik Davidson, CFA, Executive Vice President and Chief Investment Officer of Wells Fargo Private Bank, is passionate about bringing clarity to complicated economic and market topics and will be bringing his perspective around the following:

  • What could go wrong in today’s market,
  • What could go right in today’s market, and
  • What to do about it

Speaker:

Erik Davidson, CFA
Executive Vice President
Chief Investment Officer
Wells Fargo Private Bank

Erik Davidson is executive vice president and the chief investment officer for Wells Fargo Private Bank where he oversees more than $203 billion in assets*. He leads a team of investment professionals throughout the country who deliver comprehensive, custom, and diversified portfolio management for clients of The Private Bank. In his role, Mr. Davidson serves as the primary spokesperson for The Private Bank investment strategy and oversees global equity and fixed-income portfolio management and research, guided portfolios, investment product, investment tools, and investment analytics.

Mr. Davidson is passionate about bringing clarity to complicated economic and market topics. He is the co-author of Investing in Separate Accounts and contributing co-author of The E-Finance Report, both published by McGraw-Hill. He has authored numerous investment-related articles, speaks at investment-industry conferences, and is regularly featured in the media including The Wall Street Journal, The New York Times, CNBC, Fox Business News, Reuters, and Bloomberg.

With more than 20 years of experience in financial services, Mr. Davidson most recently served as deputy chief investment officer for The Private Bank. Prior to joining Wells Fargo in 2004, he co-founded a company that provided separate account technology and operational solutions to financial services firms. Over the course of his career, Mr. Davidson has held various leadership positions, including heading the portfolio management team for Franklin Templeton Private Client Services and overseeing trading of mortgage and asset-backed securities in Asia for Credit Suisse First Boston.

Mr. Davidson is currently a Doctoral Candidate at DePaul University’s Graduate School of Business (dissertation work in the area of Behavioral Finance). He earned a Bachelor of Art in Economics from St. Olaf College, a Master of Business Administration in Finance from UCLA-Anderson School of Management, and is a CFA® charterholder. He is a member of Mensa and is actively involved in his local community. Mr. Davidson is based in San Francisco.

 

SPECIAL WINE TASTING HOSTED BY:

 

 

Event Information

5:30 Hosted cocktail hour
6:30 Dinner and Speaker

Meal Type

Plated Dinner

 

Registration Policy

  • Qualified Potential Members may attend once as a guest and one additional time with guest fee.
  • Scholarship Alumni winners can attend once a year for free.
  • Non-members who do not qualify for membership may attend once a year, must be referred by an active member and pay the guest fee.
  • Partners may invite guests in accordance with the Partner Arrangement.

 

CPE Credits

One and a half (1.5) CPE credits available. Field of Study: Finance

FEI is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Questions regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website, www.learningmarket.org.

 

Tickets

Registration is closed, please contact Micky at micky.robledo@feisv.org for questions.