Investors make the mistake often of basing their decision-making entirely on quantitative measures, economic forecasts, market trends or evaluations of firms’ management, while overlooking political factors. Even though very important, the traditional considerations of investment analysis can be overwhelmed in both the short- and long-runs by national and global political dimensions. Understanding political impacts can greatly improve an investor’s assessment of the risk inherent in investments. The presentation will address those concerns and offer some observations on how current political trends might affect various sectors of the investment markets.
Bob Pugh, CFP®, CFA, a former U.S. Foreign Service Officer and CIA Economic Analyst who has been studying and applying political-economic analysis for over thirty years, will discuss how investors can incorporate consideration of politics and political economy into their analytical processes.
Bob Pugh, CFP®, CFA
President, Insight Wealth Management, Inc.
Bob Pugh, CFA, CFP® is President and Founder of Insight Wealth Management, Inc. (IWM), an independent Registered Investment Adviser in Gainesville, Virginia. IWM provides fee-only wealth and investment management, and comprehensive financial planning services to individuals, families and charitable organizations. He was named one of the Best Financial Advisors for Doctors in the nation by “Medical Economics” in 2011 and 2012, and is a NAPFA-Registered Financial Advisor.
Bob is a long-time volunteer and leader in the Chartered Financial Analyst (CFA) community. Among many capacities in which he has served, he was elected twice as President of the CFA Society of Washington, DC (2005 to 2007), and as Eastern Region Presidents Council Representative with the CFA Institute (2009 to 2011). Bob has over twenty-five years of experience as a financial educator and analyst, portfolio manager and financial planner in the private and public sectors, including as an economic analyst with the Central Intelligence Agency, director of research at another firm, and as a senior financial analyst in municipal government.
His experience as a professional educator includes nine years as a member of the practitioner faculty with The Johns Hopkins University’s Carey School of Business and School of Medicine teaching graduate-level courses in investment analysis, portfolio management, and corporate finance, and continuing education in the Business of Medicine program. Bob has taught CFA Exam review since 1998 and teaches currently the Level III CFA exam reviews for the CFA Society of Washington, DC, the World Bank and Fidelity Investments in Boston, MA.
Bob has graduate degrees in global political economy from The Johns Hopkins University, School of Advanced International Studies, and in financial economics from the University of North Carolina at Greensboro. As a community volunteer, he served as President of the Prince William Symphony Orchestra for four years, is a Lay Speaking Minister in the Virginia United Methodist Conference, has fifteen years of service with the Virginia Cooperative Extension’s Personal Finance Program providing personal financial education to disadvantaged members of the community, and is currently the Testing Coordinator for the Washington, DC chapter of Mensa. He is a member of the CFA Institute, the CFA Society of Washington, DC, the National Association for Business Economics, the Financial Planning Association, the National Association of Personal Financial Advisors, and Mensa. Contact information is available at www.insightwealth.com.
This is just one of many programs at this year’s RG – return to the program page to read more about other confirmed speakers and events!