Replay: Chase Investment Counsel 52nd Investor Conference

Chase Investment Counsel’s Annual Investor Conference is an opportunity to learn more about the stock market and economy, and their impact on an investment process that utilizes bottom-up stock selection.

This year’s hybrid event featured Nicholas P. Sargen, Ph.D. Nick is an international economist turned global money manager. He has been involved in international financial markets since the early 1970s, when he began his career at the U.S. Treasury and the Federal Reserve Bank of San Francisco.

Subsequently, he worked on Wall Street for 25 years, holding senior positions with Morgan Guaranty Trust (VP-International Economics Department), Salomon Brothers Inc. (Director of Bond Market Research), Prudential Insurance (CIO for Global Fixed Income Advisors), and J.P. Morgan Private Bank (Chief Investment Strategist).

In 2003, he became Chief Investment Officer for the Western & Southern Financial Group and its affiliate, Fort Washington Investment Advisors Inc. Nick subsequently served as Chief Economist from 2014 until 2019. He is currently an economic consultant to Fort Washington.

Sargen has written extensively on international financial markets. He has authored three books: Global Shocks, Investing in the Trump Era, and JPMorgan’s Fall and Revival, all published by Palgrave Macmillan.

Sargen is also a regular contributor to THEHILL and Forbes.com. Throughout his career on Wall Street, he appeared frequently on business television programs and was a regular panelist on Louis Rukeyser’s Wall Street Week. He was born and raised in the San Francisco Bay Area, received a B.A. in Economics from the University of California, Berkeley, and an M.A. and PhD in Economics from Stanford University. He is also affiliated with the University of Virginia’s Darden School of Business.

Also, the team from Chase Investment Counsel presented their perspectives on investing now for the long term.

Please enjoy this recording of our 52nd Annual Investor Conference and feel free to share your feedback or ideas for future event topics by emailing [email protected].

The remarks presented by our guest speaker are his own views and do not necessarily reflect the views of Chase Investment Counsel.