Topic: The Global Economic Future: Macro Economic and Corporate Accounting analysis.

Speakers: Dr. Ed Yardeni, President of Yardeni Research, Inc.; Ryan Cargill, Vice President and Director of Investor Relations with I2E Oklahoma; Robert Gay, OKC Chapter Chair and CEO of AI/ML fintech startup Otos Inc.; Pierre Raymond, 25-year veteran of the Financial Services industry

Moderator: Mark Hamzat O. Erogbogbo, Corporate Growth Strategist, Otos, Inc.

This meeting’s topic will also be of interest to Members of the Asset Management and Securities Research SIGs.

Presentation:
- Review of I2E initiatives in Oklahoma
- From Global to local. Insights into the global economic future.
- Financial statement analysis using Machine-learning...a real world example
- Asset allocation: it's a sucker rally folks, Stocks on a downtrend. Otos will spot the Bottom
- Sector Rotation: Growth leadership is shifting from Technology to Industrials
- Stock selection: focus on acceleration attributes

Guest Speakers:

Dr. Ed Yardeni is the President of Yardeni Research, Inc., a provider of global investment strategy and asset allocation analyses and recommendations. He previously served as Chief Investment Strategist of Oak Associates, Prudential Equity Group, and Deutsche Bank’s US equities division in New York City. He was also the Chief Economist of CJ Lawrence, Prudential-Bache Securities, and EF Hutton. He taught at Columbia University’s Graduate School of Business and was an economist with the Federal Reserve Bank of New York. He also held positions at the Federal Reserve Board of Governors and the US Treasury Department in Washington, D.C.

Ryan Cargill, as Vice President and Director of Investor Relations with I2E Oklahoma, Ryan is responsible for directing iMCI’s investor facing efforts including raising capital for iMCI managed funds, securing co-investment for iMCI-led investments, and directing Seed Step Angels, Oklahoma’s largest angel investment network that participates alongside iMCI in many of its investments. In addition, Ryan supports i2E’s investment program with analysis related to funding opportunities and portfolio companies.

Robert Gay, is a pioneer in Machine Learning with over 30 years experience in corporate accounting data analysis and one of the earliest patents in text pattern recognition.
Bob is CEO of AI/ML fintech startup Otos Inc. Otos is dedicated to supporting people in making better financial decisions in real time.

Pierre Raymond is a 25-year veteran of the Financial Services industry. Driven by his passion for financial technology he has transitioned from being a quantitative stock picker, to an award-winning hedge fund manager, credit risk manager to currently a multipurpose risk IT banking consultant.

Moderator:

Mark Hamzat O. Erogbogbo is Otos Corporate Growth Strategist. Mark works with boards and c-suite executives designing and implementing public relations, business development and corporate strategy.