CFA Speaker Series: Brian Foerster, CFA

When: Dec 9th, 12 Noon

Where: City Club, Birmingham


Allocating to Equities: Disruption, Innovation, & Durability

As institutions re-consider their equity allocations for a changing world, Lord Abbett no longer sees Value and Growth as the right line of demarcation or framework for equity investing. For 25 years, the internet, the cloud, genomics, AI, streaming technology, and revolutions in transportation have re-shaped the global economy and now threaten less agile business models and industries. To simply hope for (or try to time) a comeback in cheap price-book stocks is a dangerous approach. In this presentation, Lord Abbett’s Equity Strategist, Brian Foerster, will discuss the rapid progress of the Tech Revolution and implications for institutional investors in their asset allocations.

About Brian:

Brian Foerster drives investment and market insights for the firm’s growth, international, and global equity capabilities. In this capacity, he directs original research on relevant investment and market topics and communicates insights from this research — as well as portfolio strategy and outlook — to investors, including institutions, consultants, research analysts, and financial advisors. Mr. Foerster also engages with institutions to understand their evolving investment objectives and participates in equity product development to ensure Lord Abbett is offering competitive solutions to meet the long-term goals of our clients and prospects.

Mr. Foerster began his career at Lord Abbett in 2012. Prior to joining Lord Abbett, he served as Capital Market Strategist for Invesco, Ltd., where he worked closely with financial institutions to identify customized investment solutions. He also worked as an Investment Analyst with ING Investment Management. He has been in the financial services industry since 1995.

Mr. Foerster earned a BA in economics and english from Boston College and is the holder of the Chartered Financial Analyst® (CFA) designation.

THIS IS AN IN-PERSON AND VIRTUAL EVENT

RSVP here for your in-person attendance:

Or register here for virtual attendance:

https://zoom.us/meeting/register/tJYlfuqgrD8iE9Nq_PMpMVM2JcIrIdeEcPlb