AAII Austin/San Antonio Chapter Presentation

 

Title: What to Know About Equities

 

Speaker: Bill Hawes

 

Time: Nov 18, Tuesday , 6:00 PM CST

 

Location: online only, register to receive zoom meeting link and add to calendar

Register Link: ZOOM

 

 

What To Know About Equities 

With US, Magnificent 7 and AI-related stocks near record highs, where are the opportunities and dangers in equities today? Should you stand pat or change your allocation?

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What You Will Learn 

·      What are the characteristics (frequency, duration, average loss) of stock bear markets?

·      What are current indicators telling us about the likelihood of a near-term recession?

·      Does history provide valuable clues on the intermediate-term stock return outlook?

·      Does US large cap stock concentration represent a risk or opportunity?

·      Where are there relative opportunities: international, value, small cap, quality, low volatility, momentum and/or sectors?             

 

Biography

Bill Hawes, CFA, CFP®

Bill Hawes serves as President & Chief Investment Officer for Candor Asset Advisors®, a registered investment advisory firm in Austin, Texas. Bill has over 27 years of investment management experience. Prior to founding Candor Asset Advisors®, Bill served as an equity portfolio manager and/or equity analyst at Franklin Templeton, Engemann Asset Management and Century Management. He also co-managed equity portfolios for institutional clients such as CalPers, Mitsui Trust, Norges Bank and Penn Mutual and for high net worth clients.

Bill earned his BBA from the University of Texas at Austin in 1993 and MBA from the University of Southern California in 1998. Bill has also earned the right to use the Chartered Financial Analyst and Certified Financial Planner designations.