The financial markets seem more confusing and risky than ever. But are they really? Rich Bernstein, CEO of Richard Bernstein Advisors and the former Chief Strategist at Merrill Lynch, will outline what’s especially important for investors in today’s world of ever-present noise.
Event Information
Monday, October 30, 2017
7:00 a.m. - Doors Open (please allow time for the security checkpoint at the entrance)
7:15 a.m. - Networking Hour with Light Breakfast Served
8:15 a.m. - Program Begins
9:15 a.m. - Program Ends
Bank of America Tower
One Bryant Park
New York, NY 10036
*Limited space is available | R.S.V.P
About Richard Bernstein
Richard Bernstein is the chief executive officer/chief investment officer of Richard Bernstein Advisors LLC.
Mr. Bernstein founded Richard Bernstein Advisors LLC (RBA) in 2009. The firm utilizes a unique top-down approach to investing, focusing on macro trends rather than individual stock selection. RBA, with AUM of approximately $5.3 billion as of 9/30/17, partners with some of the world’s leading financial institutions.
Mr. Bernstein has over 35 years’ experience on Wall Street, and was formerly the Chief Investment Strategist at Merrill Lynch & Co. Prior to joining Merrill Lynch in 1988, he held positions at E.F. Hutton and Chase Econometrics/IDC.
A much-noted expert on equity, style and asset allocation, Mr. Bernstein was voted to Institutional Investor magazine’s annual “All-America Research Team” eighteen years, and is one of only fifty-seven analysts inducted into the Institutional Investor “Hall of Fame”. He was also twice named to both Fortune magazine’s “All-Star Analysts” and to Smart Money magazine’s “Power 30”, and was a member of Registered Rep’s “Ten to watch” for 2012. His book “Style Investing: Unique Insight into Equity Management” is widely viewed as the seminal book on style-oriented investment strategies. He donates the profits from that and his other book, “Navigate the Noise: Investing in the New Age of Media and Hype,” to charity.
Mr. Bernstein is chair of the Alfred P. Sloan Foundation endowment’s Investment Committee (~$2.0 billion) and sits on the Hamilton College endowment’s Investment Committee (~$900 million); he is a trustee of both institutions. He is also a member of the Journal of Portfolio Management’s Advisory Committee, and former adjunct faculty of the NYU/Stern Graduate School of Business.
Rich holds an MBA in finance, with Beta Gamma Sigma distinction, from New York University, and a BA in economics from Hamilton College. He has lectured on finance and economics at numerous colleges, universities and professional forums.
