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ACG Kentucky and FEI Louisville present a special economic event featuring Jason Trennert -- a nationally renowned investment strategist -- and Jim Allen, longtime CEO of Hilliard Lyons and vice chairman of Baird.
The event takes place Dec. 10, starting with 11:30 a.m check-in, at Baird's 12th Floor Conference Center, 500 W. Jefferson, downtown Louisville. Among their investment and economic topics:
The possibility that we’re still relatively early in the business cycle
The Bull Market No One Loved
The Case for Value over Growth
The Unintended Consequences of QE
Valuation Issues More Serious in Private Markets than Public Markets
Thoughts on the 2020 election
Strategas Research Partners
Managing Partner
Trennert is the managing partner of Strategas Research Partners LLC and the chairman and chief executive officer of the firm's broker-dealer subsidiary, Strategas Securities, LLC. Prior to co-founding Strategas in 2006, Mr. Trennert was the chief investment strategist and a senior managing director at International Strategy & Investment Group where he built and oversaw two of that Firm's most popular research efforts, its Company Surveys and Investment Strategy groups.
Widely quoted in the domestic and foreign press, Mr. Trennert is a regular guest host on CNBC's "Squawk Box" and "Bloomberg Surveillance" with Tom Keene. He is the author of three books on investing and the investment business, including his 2015 "My Side of the Street."
Allen, the Chairman and CEO of Hilliard Lyons since 2004, led the company's 2019 merger with Baird and is currently Vice Chair. Jim is active in the financial services industry and with the Securities Industry and Financial Markets Association, where he serves on the board.
His civic service includes leadership with the Jefferson County Public Education Foundation, Greater Louisville, Inc., the Fund for the Arts, and the Metro United Way Campaign for Greater Louisville.
A Chartered Financial Analyst, Allen also serves on the Advisory Board for the University of Louisville School of Business, the Board of Trustees of Bellarmine University, and the Dean’s Advisory Council for the Fisher College of Business at the Ohio State University. Jim holds a bachelor’s degree in economics from DePauw University and an MBA in finance from the Ohio State University.
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