CFA Society Alabama was thrilled to host Jason Trennert, one of Wall Street's top thought leaders on February 11. Watch the recording of his presentation below!
Event held: 2/11/2021 12:00 PM - 1:00 PM CST
Mr. Trennert is the Chairman and Chief Executive Officer of Strategas and its related companies. In addition, as Chief Investment Strategist, Mr. Trennert is known as one of Wall Street’s top thought leaders on the subject of markets and economic policy. His research pieces are read by leading institutional investors and corporate executives across the globe.
In 2006, Mr. Trennert co-founded Strategas, which originally began with just five employees. Today, the firm employs over fifty research analysts, institutional salesmen, and sales traders at its offices in New York, Washington D.C., and Columbus, Ohio. Prior to founding Strategas, Mr. Trennert was the Chief Investment Strategist and a Senior Managing Director at International Strategy & Investment (ISI) Group where he built and oversaw two of that Firm’s most popular research efforts, its Company Surveys, and Investment Strategy groups. Widely quoted in the domestic and foreign press, Jason is a regular guest on business news programs broadcast by CNBC, CNBC Italia, Fox Business News, and Bloomberg TV, among others. He is the author of three books about investing and the investment business. My Side of the Street was published by St. Martin’s Press in May 2015. He has penned several op-eds for The Wall Street Journal, the Financial Times, and Investor’s Business Daily.
Mr. Trennert’s two most notable calls involved coining the phrase “TINA” as it relates to equities in a world of perpetually low interest rates and his early recognition of the potential allure of Donald Trump as a presidential candidate. His op-ed “The Stock Market and “The ‘TINA’ Factor” was published in The Wall Street Journal in April 2013. “What the Donald Got Right” was published in Investor’s Business Daily in May 2011. His piece “Donald Trump is Underowned” appeared on the website Real Clear Markets in August 2015. Mr. Trennert credits his often out-of-consensus calls to his frequent travels to visit clients in 44 states and 20 foreign countries.
He is committed to a number of Italian, Italian-American, and Catholic causes in New York and abroad. Mr. Trennert is a member of the investment committee of the Rockefeller Brothers Fund and sits on the advisory board at Hollow Brook Wealth Management LLC.
He has an MBA from The Wharton School at the University of Pennsylvania and BS in International Economics from Georgetown University.