Inforum is Welch Hornsby’s annual forum for sharing new information. It is an open discussion of the latest trends, global forecasts, and strategies presented by some of the brightest investment minds in the country. The objective is to inform, enlighten, and inspire our clients and client partners. Attorneys and CPAs who attend are eligible to earn CLE and CPE Continuing Education credit.

Read “Risky Business,” Written by Jim Underwood, CFA, Chief Portfolio Strategist, Welch Hornsby.  This paper was the basis for Jim’s talk at Inforum 2011.

Keynote Speaker

Greg Valliere, Chief Political Strategist for Potomac Research Group in Washington, D.C. With over 30 years of experience in covering Washington for institutional investors, Mr. Valliere coordinates political and economic research. He focuses on how Congress and the White House shape fiscal policies and monitors the Federal Reserve Board’s interest rate policies. You’ve likely seen Mr. Valliere on television, as he is an exclusive CNBC commentator. He appears regularly on “The Closing Bell,” “Squawk Box,” and “Kudlow and Company.”

Topics of Discussion

The U.S. Deficit Crisis – The move toward more spending restraint.

The Outlook for Corporate and Individual Taxes – Is there a chance of reform?

Federal Reserve Policies – More easing or an eventual move to raise interest rates?

The Legislative and Regulatory Outlook in Washington

The Next Election Cycle Heats Up – Why the upcoming presidential election will be much
closer than the last one.

Geopolitical Risks in the Mideast and Elsewhere – The great Wild Card.

Market Commentary

Jim W. Underwood, CFA, Chief Portfolio Strategist, Welch Hornsby

Mr. Underwood is Chief Portfolio Strategist with Welch Hornsby and a shareholder of the firm. He is the architect behind the firm’s investment framework. Mr. Underwood is a member of the Welch Hornsby Research Committee, overseeing research on capital markets and non-traditional investment strategies.

Mr. Underwood received his Bachelor of Science degree in Finance from Auburn University and a Masters in Business Administration from the University of Alabama Birmingham. He is a member of the CFA Institute and holds the Chartered Financial Analyst designation.

Mr. Underwood serves on the Investment Committee for the Mountain Brook Library Foundation.

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