Altfest Personal Wealth Management holds a conference call with its investment management clients several times throughout the year. These Lunch with Lew calls allow Lewis Altfest the opportunity to address current market events and our thoughts/plans. Click below to listen to the July 24, 2013 edition of Lunch with Lew.
Recent Event Videos and Podcasts
Lunch with Lew Conference Call “The Search for Yield: Strategies in a Rising Interest Rate Environment” – July 24, 2013Monday, July 29th, 2013
Future of Value Investing Here and Abroad
Our 30th Anniversary Celebration was held at the New York Yacht Club on May 21, 2013.
Our panel of experts made insightful remarks about value investing and the current economy. To hear their remarks, watch the video below.
Lewis J. Altfest, Ph.D., CFP®, CFA, CPA/PFS
Chief Investment Officer and Principal Advisor for Altfest Personal Wealth Management
David Herro, CFA
Portfolio Manager for The Oakmark International Fund
Assistant Managing Editor at Money magazine
Assessing the Investment Climate
in an Election Year
Remarks and an Expert Panel, moderated by Andrew G. Altfest
Below are three talks from the event:
- One by Lewis Altfest, Chief Investment Officer and Principal Advisor of Altfest Personal Wealth Management;
- One by Michael Shaoul, co-portfolio manager of the Marketfield fund; and
- One by Nick Giordano, a leading Washington tax lobbyist
Topic: “Portfolio Positioning, Investment Process, and Thinking for Yourself ”
Presented by: Lewis J. Altfest, Ph.D., CFP®, CFA, CPA/PFS
Chief Investment Officer and Principal Advisor of Altfest Personal Wealth Management
Topic: “ Overview and Analysis of the Coming Fiscal Cliff ”
Presented by: Nicholas Giordano, Esq.
A leading Washington tax lobbyist and former Chief Tax Counsel of the US Senate Committee on Finance
Topic: “The Global Climate”
Presented by: Michael Shaoul, Ph.D.
Chairman of Marketfield Asset Management, LLC and Co-Portfolio Manager of the Marketfield Fund. Chief Executive Officer of Oscar Gruss & Son Incorporated
Question and Answer, Moderated by Andrew G. Altfest: