Wednesday, May 8, 2024 | 9:05 AM - 9:25 AM PDT

Forget the Fed. Focus on Intrinsic Value and Protect Against Intrinsic Risk

Dr. John Rutledge has decades of experience in the private equity, real estate, and public market arenas. In this talk, he’ll explain why you should forget the Federal Reserve. That’s yesterday’s story. He believes inflation and interest rates will surprise on the downside, while spending and growth will surprise on the upside. Stock prices will increasingly reflect company performance, rather than Fed policy. That means investors will need to better understand intrinsic value and intrinsic risk. John will share the new set of tools they need to identify and capture value and monitor and control risk.

John Rutledge
Chief Investment Strategist

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