Take Your Investing To A Higher Level
Macro Summits are intensive investment workshops, offered to individuals, teams and companies, designed to immerse the busy investment professional in the first level of the Macro Specialist Designation (M²SD) study program.
An introductory and interactive program, Macro Summits focus on the practical investment techniques required to assess macroeconomic drivers and determine their underlying impact on the financial markets.
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Industry Insights
Explore real-world teachings to better assess past, present and future investment decisions.
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Case Studies
Dive deep into historical case studies to learn how investors 'and policymakers' decisions impacted markets.
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Professional Networks
Form connections with renowned global leaders and professional peers in the investment field.
Upcoming Macro Summits
Meet the Instructors
François Trahan
Founder and President /
The Macro Institute
François Trahan is a renowned Wall Street portfolio strategist and Montreal native. As the Founder, Managing Partner and Chief Investment Strategist for prominent industry-leaders, François is the only strategist inducted into the Institutional Investor All-America Research Team Hall of Fame. He has a bachelor’s and master’s degree in finance and econometrics from the University of Montreal.
Sample Agenda
Day 1
8:00 am
Registration Opens
MSD Staff
8:30-8:45 am
Welcome & Program Overview
Matt Mark
8:45-10:15 am
Session 1
A Guide to Practical Economics
The Data
Leading Economic Indicators
François Trahan
10:15-10:30 am
Break
10:30-11:00 am
Overview of Macrobond software trial
Macrobond
11:00-12:15 pm
Session 2
Anticipatory Economic Indicators
Monetary Policy
The Yield Curve
12:15-12:30 pm
Break
12:30-1:30 pm
Lunch
Simulation / Beat the Fed
Current Market Outlook
François Trahan
1:30-1:45 pm
Break
1:45-3:00 pm
Session 3
Fiscal Policy
Other Long-Term Influences
Simulation / Investing Through Tax Cuts
François Trahan
3:00-3:15 pm
Break
3:15-4:45 pm
Session 4
The Currency
The Equity Market
Fixed Income Markets
4:45-5:00 pm
Closing Remarks
5:00 pm
Networking and Cocktails
Day 2
8:00 am
Registration Opens
MSD Staff
8:00-8:30 am
Coffee & Continental Breakfast
8:30-8:45 am
Welcome and Program Overview
Matt Mark
8:45-10:15 am
Session 5
Earnings Expectations (EPS)
Market Multiples (P/Es)
An Alternative Take On Dividends
10:15-10:30 am
Break
10:30-12:00 pm
Session 6
Market Cycles
Market Valuation Models
Behavioral Finance
François Trahan
12:00-1:00 pm
Lunch/ Interactive
Asset Allocation Is A Global Affair Simulation – “Stocks vs. Bonds”
François Trahan
1:00-2:15 pm
Session 7
From “Great Moderation” To “Era Of Uncertainty”
Investing In The “New Normal”
A History Of Exuberance And Crisis
2:15-2:30 pm
Break
Matt Mark
2:30-3:30 pm
Session 8
The Investment Backdrop And Why It Matters
Sector Positioning And The Business Cycle
François Trahan
3:30-5:00 pm
Interactive
Simulation – “Risk On/Risk Off”
François Trahan
5:00 pm
Wrap Up & Thank You
Matt Mark
FOR Companies & Teams
Cultivating a talented, enthusiastic workforce in a competitive industry requires an ongoing commitment to employee training and professional development. At The Macro Institute, we can help. We provide tailored Macro Summits, led by François Trahan, that teach the techniques required to assess macroeconomic drivers and their implications while meeting the unique needs of your organization.
This includes:
- Customized content, instructional materials, case studies and activities
- Summits can be held at your location, virtually, or at the venue of your choice (Restrictions apply)
- Cost savings and volume discounts for your training budget