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DTSTART:20250304T000000Z
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LOCATION:Gainey Ranch Golf Club, 7600 E Gainey Club Drive, Scottsdale, AZ 85258
UID:2665620250304T000000ZMarch Program Meeting
DTSTAMP:20260506T211913Z
DESCRIPTION:\nThank you to our sponsor!\n \n\n \nJoint event with the CFA Society.\n \nTopic: State of the Economy and Financial Markets\n \nSpeaker: Doug Ramsey, CFA, CMT\n \nDoug is the Chief Investment Officer of The Leuthold Group, LLC, and Co-Portfolio Manager of the Leuthold Core Investment Fund and the Leuthold Global Fund.\n \nIn addition to his CIO and Portfolio Management responsibilities heading both the asset allocation and investment strategy committees, Doug maintains the firm’s proprietary Major Trend Index, a multi-factor model which evaluates the underlying health of the markets, both domestically and globally. He is also the lead writer for The Leuthold Group’s highly regarded institutional research publications.\n \nDoug is an accomplished speaker and has presented at a range of engagements, including the Morningstar Investment Conference, CFA societies across the U.S., Minnesota CPA Society, Minneapolis Business Bank, and a variety of Advisor and private client events throughout the country. These appearances have encompassed a variety of settings, from intimate meetings to groups of around 300 attendees. Additionally, Doug is frequently used as a resource by the financial press, including appearances on CNBC and Bloomberg TV; he has been quoted several times in Barron’s and is often referred to by the leading trade journals for a variety of topics. He is a member of the Charles Dow Award committee, and the Market Technicians Association.\n \nBefore joining the Leuthold team, Doug was Chief Investment Officer of Treis Capital in Des Moines, Iowa, where he managed equity portfolios and published a quantitative equity research product. Prior to that, he worked at Principal Global Investors. Doug is a Phi Beta Kappa graduate of Coe College in Cedar Rapids, IA, where he earned a Bachelor’s degree in Economics and Business Administration. He also played four years of varsity basketball at Coe, earning Academic All-America honors in 1986-87. Doug received an MA degree in Economics from The Ohio State University in 1990; he earned his CFA designation in 1996 and became a Chartered Market Technician in 2003.\n \nLive streaming is not available for this program meeting.\n \nRSVP must be received by 12:00 p.m. on Wednesday, February 26, 2025. Registration will close at this time.\n ------\n\nSubmitting an RSVP for this event implies your agreement [to the following COVID-19 policy](https://admin.naepc.org/assets/Councils/CentralArizona-AZ/userContent/files/CAEPC%202021-2022%20Event%20Policy.doc).\n ------\n\nDinner Menu\n \nSALAD\n \nWedge salad with iceberg, turkey bacon, baby heirloom tomatoes, pear vinaigrette (GF/DF) \n \nENTREE\n \nShort Rib, Assorted Vegetables, Mashed Potatoes\n \nVegan: Quinoa with roasted vegetables\n \nDESSERT\n \nDouble fudge chocolate cake (GF/V) \n ------\n\nSchedule\n 5:00 p.m. Networking 6:00 p.m. Dinner 6:20 p.m. Announcements 6:30 p.m. Program 7:30 p.m. Program Concludes ------\n\nThank you to our sponsor!\n \n\n \nAttendees understand and agree that their contact information may be shared with the event sponsor(s).\n ------\n\nEVENT CONDUCT STATEMENT\n \nThe Central Arizona Estate Planning Council (“CAEPC”) is committed to providing all participants at our events with an inclusive and professional environment where they feel comfortable. These events include but are not limited to: educational programs and supplemental activities or programs included as a part of these events; webinars; and virtual and in-person board and committee activities and meetings; or presentations before local councils or to other organizations when speaking on behalf of CAEPC. Participants, who include attendees and their guests, volunteers, vendors, staff, and all others, are expected to conduct themselves in a manner that is welcoming, respectful and free from any form of discrimination, harassment, or retaliation. Disruptive or harassing behavior of any kind will not be tolerated. Participants asked to stop such behavior are expected to comply immediately. In keeping with our commitment to the health and safety of all participants, those who feel ill are asked not to attend in-person events or face to face activities. In the event that a participate feels unwell mid-conference, he/she/they are asked to refrain from attending any portion of the conference that includes face to face activities.\n ------\n\nAttending without a reservation? [Please read this](https://www.caepc.org/assets/Councils/CentralArizona-AZ/library/At%20the%20Door%20Info.pdf).\n \n \n
SUMMARY:March Program Meeting - Central Arizona Estate Planning Council 
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