Topic:
Investment & Market Outlook for the Current Period
Presentation Summary:
Upon completion of this session, participants will be able to:
1. Understand current economic and investment trends.
2. Identify the themes and potential risks.
3. What to do and watch for in the latter half of the year and into 2025.
Attendees will learn:
1. Economic and Investment Observations
2. Market Outlook for rest of 2024 and into 2025
3. Opportunities and Risks
4. What to do?
Speaker Details:
ROBERT C. DOLL, CFA®
Chief Executive Officer/Chief Investment Officer
Bob joined Crossmark in May 2021 as Chief Investment Officer (CIO) and assumed the additional role of Chief Executive Officer (CEO) in January 2024. Bob provides strategy for the firm, oversees the management team, guides the investment teams at Crossmark and also serves as portfolio manager for multiple Crossmark large-cap strategies. He utilizes his more than 40 years of industry experience and expertise to provide weekly and quarterly investment commentaries, as well as annual market predictions. Bob is a regular guest and contributor to multiple media outlets such as Bloomberg TV, Fox Business News, CNBC and Faith & Finance Live Radio. Prior to arriving at Crossmark, he held the roles of Senior Portfolio Manager and Chief Equity Strategist at Nuveen (2012-2021) and Blackrock (2006-2012), President and Chief Investment Officer at Merrill Lynch Investment Managers (1999-2006), and Chief Investment Officer at Oppenheimer Funds, Inc. (1987-1999).
Bob graduated from Lehigh University with a B.S. in Accounting and a B.A. in Economics. He later went on to earn an M.B.A. from the Wharton School of the University of Pennsylvania. He is a Certified Public Accountant (CPA) and holds the Chartered Financial Analyst (CFA®) designation, as well as the FINRA Series 7 and 63 securities licenses.
Bob dedicates his time as choir director at his local church and also serves or has served on a number of boards including the Alliance of Confessing Evangelicals, Cairn University, Christianity Today, Gordon Conwell Theological Seminary, Kingdom Advisors, The Lausanne Movement, Movement.org, National Christian Foundation, New Cannan Society, Princeton Healthcare System, and Word of Life Fellowship.
Bob and his wife Leslie currently reside in Princeton, New Jersey and have three children and one grandchild.
This presentation will give 1.0 of PL credit.
Valet parking is available and will be covered by CFA Houston for all members and guests.
To avoid the meal fee, reach out to karina@amc-texas if you need to cancel your registration.
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