YWR Summit Day 1

Disclosure: These are market views and investment commentary, not investment recommendations. For investment guidance seek professional help!

YWR Q4 2023 Investment Summit

Chamonix, France

Bienvenue a Chamonix!

Je m’appelle Charlotte.

Here is your name tag and gift bag.

The Summit will be starting shortly. We will be presenting non-consensus views and themes. The goal is to go home with actionable investment ideas.

Please check in with Veronique at the next desk to register for the Monte Bianco ski trip. She will also give you your dinner seating assignment.

S'il vous plaît, prenez également un café.

Voici le programme pour la conférence.

We’ll start the first session at 2pm.

Day 1

Session 1: Introduction and the YWR Global Factor Model

Welcome address to the conference and how to use the Global Factor model to find interesting ideas.

Session 2: The Big Picture. A Global Chart Review.

What looks interesting from 10,000 ft.

Session 3: Frontrunning the Robot-Advisors.

How robot advisors will change US retail investor allocations.

Day 2.

Session 4: The Untouchables #1-4

Four attractive equity sectors, with big trends, which nobody owns and trading at historically low valuations.

Session 5: Hong Kong and China (Untouchable #6).

Why China is at a great entry point for multi-year investment.

Session 6: Economic Outlook and Dirty Dividend Portfolio

The economic outlook and an attractive portfolio of high yielding stocks.

DJ After Party

Share ideas with friends and unwind while listening to a guest DJ.