MACRO SUMMITS

INVESTMENT WORKSHOPS

Stay Ahead Of The Curve
Go Beyond The Fundamentals
Take Your Investing To A Higher Level

Program Overview

In just two days you will learn how to successfully implement business cycle analysis and macro techniques into your investment process. You will learn how to use anticipatory macro data to predict the path of leading indicators, including the equity market, and how behavioral biases can impact investors’ decisions—including your own. You’ll also dive into the role that interest rates and monetary policy play in shaping future trends in markets and the economy.

See what current Macro Specialist Designation candidates have to say about the program

"Your methodology has impacted how I view markets more than any other influence."

- Michael W. Investment Advisor

"I can’t tell you how excited I was to read about the M2SD … When I saw your program, I about fell out of my chair."

- Chris P. Wealth Management

"I also intend to be a brand ambassador as I fully believe in this approach to managing money. In fact, upon my completion of level 1, we will be having our firm employees begin their level 1."

- Andrew S. Investment Firm

Your Presenters

François Trahan, M2SD

Founder and President, The Macro Institute

François Trahan is a renowned Wall Street portfolio strategist and Montreal native. François is the only strategist inducted into the Institutional Investor All-America Research Team Hall of Fame. He has a bachelor’s and master’s degree in finance and econometrics from the University of Montreal.

Brian Nick, CAIA, M2SD

Senior Strategist, The Macro Institute

Brian Nick is the former Chief Investment Strategist at TIAA/Nuveen Investments. His prior experience includes Head of Tactical Asset Allocation for UBS Wealth Management and a Markets Analyst with the New York Federal Reserve Bank. Brian has an undergraduate degree in economics and government from Dartmouth College and a master’s degree in economics from New York University.

ABOUT MACRO SPECIALIST EXECUTIVE EDUCATION

Macro Summits are tailored for the busy investment professional. In two days we cover the most important macro investing techniques and frameworks from Levels 1 and 2 of the Macro Specialist Designation with a focus on practical examples and interactive simulations.

Sample Schedule

Macro Specialist Executive Education – 2 Day Course Schedule

You will leave the Macro Summit a more confident investor in all market backdrops. You will have the ability to speak a new language that strengthens the trust between you and your clients.



ATTENDEES RECEIVE FREE ACCESS TO MACROBOND FOR 3 MONTHS

All MSEE attendees will receive 3 months free access to state-of-the-art Macrobond data and software. Macrobond delivers the world’s most comprehensive source of economic intelligence for financial professionals, together with the analytical tools that help them quickly find, analyze and visualize relevant data. You can put your macro training to work in real time.