
Baltimore, Maryland, United States •
$0 - $250
About
Presentations look at market structure and investment opportunities with strong audience engagement. Niall has been quoted by the Baltimore Business Journal, Baltimore Sun, Bloomberg, China Business, Financial Times and Thomson Reuters. Niall has presented to the American Association of Individual Investors, Baltimore Family Office Group, CFA Society Germany, CFA Society Philadelphia, CFA Society Pittsburgh, CFA Society Stamford, CFA Society Switzerland, CFA Society Virginia, Johns Hopkins Carey School of Business, Loyola University Financial Management Association, Towson University Investment Group, and Washington Association of Money Managers. Niall served as President of the CFA Society Baltimore from 2009-2010 and founded the Baltimore Business Review which was a joint venture between CFA Society Baltimore and Towson University, College of Business and Economics. He has contributed to Baltimore CFA Society programs for over two decades. He taught Investments and Equity Security Analysis as an Adjunct Professor at Towson University, College of Business and Economics. He has been honored to have over 90 Equity Research Interns. Niall passed Level II of the CFA examination in 2005 and holds FINRA's Series 65 License. He is a member of the Financial Accounting Standard Board's Open Market Advisory Committee.
Making Cents of Changes in the Equity Market
Keynote • 75 minutes
• Growing volatility in equity markets needs to be factored into portfolio construction. • Passive investment dollars coming into the market are agnostic to valuation. They buy more of what is going up amplifying momentum. Index correlation and concentration is growing. • When is the value of diversification lost? The Magnificent 7 are approaching 40% of the S&P 500. The SpaceX and Open AI IPOs will challenge the diversification value of popular Indexes. • AI while useful is creating profitless prosperity for a growing number of tech companies. • The value of international investing is growing.
Audience
Towson University Investment Group
Format
Duration
75 minutes
Delivery
Investment Process in Practice: How Experienced Investors Navigate Markets
Panel • 75 minutes
Audience
Washington Association of Money Managers
Format
Duration
75 minutes
Delivery
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