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Available Presentation Slides

While nothing replaces attending WAMM events in person, we are now making available to WAMM members certain of the electronic slide presentations presented at WAMM events.

As you might expect, we will not be able to provide all slide presentations due to copyright laws or securities firm compliance reasons, but we will make available to you all the presentations we are allow to - but only after the fact and only for a limited time.

Please be aware that your computer may require certain software such as Microsoft PowerPoint or Adobe Acrobat to read these files.


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Thursday December 10, 2020

"Equity Investing in 2021"


Sam Stovall is Chief Investment Strategist and serves as analyst, publisher, and communicator of CFRA’s outlooks for the economy, market, and sectors. He is the author of The Seven Rules of Wall Street and writes weekly “Sector Watch” and “Investment Policy” reports on CFRA’s MarketScope Advisor platform...

Get the PDF file of the presentation . . . ["Is It Time to Buy or Bail?"]
["Sector Spin"]

See Sam Stovall's Bio Here


Michael Sheridan, CFA is a seasoned equity portfolio manager with a strong track record of alpha generation in long-only and long/short portfolios. Most recently with Abu Dhabi Investment Authority (ADIA) as Deputy Head of U.S. Equities...

Get the PDF file of the presentation . . . ["History Doesn't Repeat Itself"]

See Michael Sheridan's Bio Here


Joe Rabil started Rabil Stock Research in 2005. He works closely with institutional money managers to help them identify changes in market, sector, and individual stock trends. He has built a reputation as a trusted advisor to some of the best performing money managers on Wall Street by successfully identifying portfolio holdings that are technically improving or deteriorating...

Get the PDF file of the presentation . . . ["Technical Trends Developing for 2021"]

See Joe Rabil's Bio Here

Thursday, April 2, 2020

Mark Zandi
"COVID-19: Global Recession"


Mark Zandi is chief economist of Moody’s Analytics, where he directs economic research. Moody’s Analytics, a subsidiary of Moody’s Corp., is a leading provider of economic research, data and analytical tools. Dr. Zandi is a cofounder of Economy.com, which Moody’s purchased in 2005.

Get the PDF file of the presentation . . . ["COVID-19: Global Recession"]

See Mr Zandi's Bio Here

Wednesday, April 24, 2019

David Wertheim
"Invesco: Real Estate Investing"


David Wertheim is a Senior Client Portfolio Manager focused on real asset securities. In this capacity, he works with Invesco’s real assets investment management team, serving as its representative to clients and prospects.

Get the PDF file of the presentation . . . [“Invesco: Real Estate Investing”]

See Mr Wertheim's Bio Here

Tuesday, November 13, 2018

Tapan V. Gandhi, CFA
"Generating Alpha in India - Opportunities and Challenges"


Tapan V. Gandhi, CFA is Principal at BroadBranch Advisors. Prior to that at ASK Pravi Capital, he was part of the team that has raised a mid-market private equity fund focused on investing in businesses across industries benefiting from the consumption theme in India. Before raising the fund, he had founded a strategy consulting and investment banking firm in India called Forward Thinking.

Get the PDF file of the presentation . . . [“Generating Alpha in India”]

See Mr Gandhi's Bio Here

Wednesday, April 4, 2018

John Silvia
"Ten Issues in a Three Percent Economy"


John Silvia is a managing director and the chief economist for Wells Fargo. Based in Charlotte, N.C., he has held his position since he joined Wachovia in 2002 as the company’s chief economist.

Get the PDF file of the presentation . . . [“Ten Issues in a Three Percent Economy”]

See Mr Silvia's Bio Here

Tuesday, March 6, 2018

Katherine Molnar
Andrew Spellar
"Pension Investing: Managing Risk in a Rising Interest Rate Environment with Alternative Investment Strategies"


Katherine Molnar, CFA joined Fairfax County Retirement Systems in 2013 and currently serves as Chief Investment Officer of the Fairfax County Police Officers Retirement System, a $1.4 billion plan. Her responsibilities include all aspects of portfolio management and oversight...

See Katherine Molnar's Bio Here


Andrew Spellar is Chief Investment Officer for the $4.0 billion Fairfax County Employees' Retirement System located in the suburbs of Washington, DC. Mr. Spellar oversees all aspects of the DB Plan’s investment portfolio...

See Andrew Spellar's Bio Here

Get the PDF file of the presentation . . . [“Pension Investing: Managing Risk”]

Thursday, January 11, 2018

John Guinee
"REIT Outlook 2018"


John Guinee joined the Stifel Nicolaus Research Team in connection with Stifel's acquisition of Legg Mason's Capital Markets Group in December of 2005. He joined Legg Mason in February 2005. From 2003 to 2005, Mr. Guinee was executive vice president and chief investment officer of Duke Realty, a $8 billion company that is the largest office and industrial real estate investment trust in the United States. He was responsible for leading the company's acquisition and disposition efforts.

Get the PDF file of the presentation . . . [“REIT Outlook 2018”]

See Mr Guinee's Bio Here

Thursday, September 21, 2017

Michael Mandel
"Evolution, not Revolution: What Retail Apocalypse?"


Dr. Michael Mandel is chief economic strategist at the Progressive Policy Institute in Washington, where he supervises PPI’s research and policy work across a wide range of topics, including the data-driven economy, the impact of regulation on innovation, and policies to improve production, investment and job growth in the United States and globally. Mandel was co-principal investigator for a Sloan Foundation grant on “Measuring the Impact of Globalization.” Mandel has testified before Congress on impact of regulation on innovation.

Get the PDF file of the presentation . . . [“What Retail Apocalypse?”]

See Mr Peabody's Bio Here

Thursday May 11, 2017

Charles Peabody
"Money Centers"


Charles W. Peabody is a Managing Director and Analyst at Compass Point Research & Trading, LLC, Research Division. Most recently, Mr. Peabody served as a Founding Partner since 2001 and Partner in Charge of Research at Portales Partners, LLC, an independent research boutique focused on the financial services sector.

Get the PDF file of the presentation . . . [“Money Centers”]

See Mr Peabody's Bio Here

Wednesday April 12, 2017

Kathy Bostjancic
"US Macro and Interest Rate Outlook"


Kathy Bostjancic is the Head of US Macro Investor Services at Oxford Economics. Kathy has extensive experience providing insightful global economic and financial market analysis and forecasts to institutional and retail investors and Fortune 500 business leaders and professionals.

Get the PDF file of the presentation . . . [“US Macro and Interest Rate Outlook”]

See Ms Bostjancic's Bio Here

Wednesday, March 23, 2016

Gina Martin Adams , CFA, CMT
"US Equity Outlook"


Gina Martin Adams CFA CMT is a Director and Senior Institutional Equity Strategist for Wells Fargo Securities, LLC based in New York, NY. Gina provides a top-down perspective on the equity market and sectors for Wells Fargo Securities’ institutional equity clients

Get the PDF file of the presentation . . . [“2016 U.S. Equity Market Outlook: The Receding Tide”]

See Ms Martin Adams's Bio Here

Monday, February 22, 2016

Paul Miller
"Banking Outlook"


Paul Miller is Managing Director and Head of Financial Institutions Research at Friedman Billings Ramsey and is well known in the investment community for providing in-depth, fundamental analysis and investment recommendations on thrifts and mortgage finance companies.

Get the PDF file of the presentation . . . [“Banking Outlook”]

See Mr Isakower's Bio Here

Tuesday, May 19, 2015

Kyle Isakower
"North American Energy Renaissance"
An Oil and Natural Gas Panel"


Kyle Isakower serves as vice president for Regulatory and Economic Policy at the American Petroleum Institute.

Get the PDF file of the presentation . . . [“North American Energy Renaissance”]

See Mr Isakower's Bio Here

Tuesday, April 21, 2015

Marko Papic
"Geopolitical Strategic Outlook"


Marko Papic is the Chief Strategist of BCA Research and provides BCA’s Geopolitical Strategy service.

Get the PDF file of the presentation . . . [“Multipolarity And Investing: Opportunities & Risks”]

See Mr Papic's Bio Here

Wednesday, November 13, 2013

Larry Seruma
"Investing in Africa"


Larry Seruma is the Managing Principal of Nile Capital Management LLC, the Advisor of the Nile Africa Funds.

Get the PDF file of the presentation . . . [“Top Reasons to Invest in Africa”]

See Mr Seruma's Bio Here

Wednesday, October 30, 2013

Martin Fridson
"Income Investing in a Low-Yield World"


Martin Fridson, CFA is the CEO of FridsonVision, LLC

Get the PDF file of the presentation . . . [“Where’s the Sweet Spot in the Global Bond Market?”]

See Mr. Fridson's Bio Here

Monday, April, 29, 2013


Robert Shiller, Sterling Professor of Economics at Yale University

Get the Powepoint file of the presentation at Yale Club of Washington D.C. . . . [Finance and the Good Society]


Wednesday, January, 11, 2012


Mark Adelson, of Standard & Poor’s.

Get the Powepoint file of the presentation . . . [Ratings Agencies and Credit Ratings: Recent Developments and Outlook for the Future]

See Mr. Adelson's Bio Here

Thursday, October 20, 2011


Thomas Doe of Municipal Market Advisors

Get the PDF file of the presentation . . . [Municipal Market Dynamics]

See Mr. Doe's Bio Here


Wednesday, May 12, 2010


Larry Speidell of Frontier Asset Management, LLC

Get the PDF file of the presentation . . . [Strange New World]

See Mr. Speidell's Bio Here


Thursday, April 15, 2010


Larry Adam of Private Wealth Managment, Deutsche Bank

Get the Power Point file of the presentation . . . [2010 2nd Quarter Global Outlook]

See Mr. Adam's Bio Here


Wednesday, February 17, 2010


John W. Guinee III of Stifel Nicolaus

Get the Power Point file of the presentation . . . [2010 Real Estate Securities Outlook]

See Mr.Guinee's Bio Here


Wednesday, December 9, 2009


Chris Varvares of Macroeconomic Advisers discussed The US Economic Outlook

Get the PDF file of the presentation . . . [The Recovery is for Real:Solid,Substainable, but Sub-Par]

See Mr. Varvares's Bio Here

Thursday, December 3, 2009


Paul Rothenburg of The McCormick Group discussed Preparing for a Job Search

Get the PDF file of the presentation . . . [Preparing for a Job Search]

See Mr. Rothenburg's Bio Here


Wednesday, October 7, 2009


Frank Nothaft of Freddie Mac discussed the Housing and Mortgage Market

Get the PDF file of the presentation . . . [Housing and Mortgage Market Update]

See Mr. Nothaft's Bio Here



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©2003, WAMM