Wharton Professor Dr. Jeremy Siegel
Date and Time: Tuesday, October 13, 2020, 4 pm - 5:30 pm EDT on Zoom
The US and world stock and bond markets are in a period of dramatic uncertainty. Economic contraction and recovery due to COVID-19 and the US election are driving investor expectations and sentiment.
Join alumni from Harvard Business School and the Wharton School at the University of Pennsylvania for an important and engaging discussion with Professor Jeremy Siegel. Dr. Siegel is on the Wharton faculty and is a leading expert on the stock market. He will share his views on the outlook for the market and the likely impact of the election results and the economic recovery.
Raj Sharma, Head of the Sharma Group at Merrill Lynch, will lead the discussion with Professor Siegel.
This virtual (on Zoom) program is co-hosted by the Harvard Business School Association of Boston and the Wharton Club of Philadelphia. Wharton and HBS alumni organizations from Boston, NY, NJ, Philadelphia, and Washington, DC, are co-sponsoring the program for their alumni communities.
Registration: The registration button below will take you to the HBS Association of Boston registration page where you can register for the event.
Zoom Link will be emailed by HBS Association of Boston around 9 am on the day of the event. If you register within 24 hours prior to the event, you will receive the Zoom link in your registration confirmation email. For any questions, please contact Jason Schrank, Chief Administrator, HBS Assoc. of Boston at [email protected]
Topics to be covered include:
* Is the stock market disconnected from the economy? Economic fundamentals are weak but the market keeps making new highs.
* How do you expect the US election outcome to impact the stock market?
* Is the Fed creating an asset bubble through its expansionary monetary policy?
* How should investors think about asset allocation? The traditional 60/40 portfolio appears to be outdated in view of extremely low bond rates.
* A few stocks (FANG) appear to be driving the majority of market returns? Will this lead to an unsustainable asset bubble and a crash similar to the 2000-2002 internet bubble?
* What is your definition of a safe asset in today’s environment?
Raj Sharma will lead the discussion on these important topics for 60 minutes followed by a 30-minute Q&A period open to everyone on the program.
Professor Jeremy Siegel
Dr. Jeremy Siegel is the Russell E. Palmer Professor of Finance at the Wharton School of the University of Pennsylvania. He received his Ph.D. in Economics from the Massachusetts Institute of Technology joining the Wharton faculty in 1976.
Professor Siegel has written and lectured extensively about the economy and financial markets, has appeared frequently on CNN, CNBC, NPR and others networks. He is a regular columnist for Kiplinger’s and Yahoo! Finance and has contributed articles to The Wall Street Journal, Barron’s, The Financial Times and other national and international news media. Professor Siegel served for 15 years as head of economics training at JP Morgan and is currently the academic director of the U.S. Securities Industry Institute.
Prof. Siegel is the author of numerous professional articles and three books. His best known, Stocks for the Long Run, was named by the Washington Post as one of the ten-best investment books of all time. His current book, The Future for Investors: Why the Tried and the True Triumph over the Bold and New, was named one of the best business books published in 2005 by Business Week, the Financial Times, and Barron’s magazine.
Raj Sharma, CIMA
Raj Sharma is Managing Director – Wealth Management and Head of The Sharma Group, a high-end boutique within Merrill Lynch’s Private Banking and Investment Group. Mr. Sharma has over three decades of experience in customized investment and wealth management for entrepreneurs, corporate executives, families and institutions. He runs a national wealth management practice based in Boston.
Mr. Sharma was recently recognized by Forbes and Barron’s Magazine as the number one advisor in Massachusetts and in the top 100 in the country. In addition, he has also been recognized by Barron’s Magazine as one of America's “All Stars” Hall of Fame list– one of a small group of advisors who have appeared in Barron’s ranking of America’s Top 100 Advisors for ten consecutive years. He was also recognized by the Financial Times of London ranking of top Global Advisors as well as the top advisor ranking in Forbes Magazine for the past five years. Mr. Sharma is a regular contributor to local and national media on investment strategy, private wealth management, and financial planning.