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Hosted by  CFA Tampa Bay

Forecast 2027 - Jason Trennert


What will shape markets in 2027—and which signals should investment professionals be watching?


Join CFA Society Tampa Bay and Jason Trennert, Chairman and CEO of Baird Strategas and Chief Investment Officer of Strategas Asset Management, for a forward-looking conversation on the economic, market, and policy forces likely to influence the year ahead.


Drawing on his work with institutional investors and business leaders, Trennert will explore the outlook for economic growth, corporate earnings, interest rates and inflation, market leadership, and the policy and geopolitical trends creating both opportunities and risks for investors.


More than a market forecast, this Signature Event is an opportunity to test your own assumptions, hear how other investment professionals are thinking about the year ahead, and connect with colleagues from across our Tampa Bay investment community.


5:00 PM - Registration and Professional Networking
6:00 PM - Welcome Remarks and Dinner Service Begins
6:50 PM - Program Begins
8:00 PM - Evening Concludes

Tuesday, February 23, 2027
5:00 PM - 8:00 PM Eastern Time

Location

Feather Sound Country
2201 Feather Sound Dr
Clearwater   FL   33762
(727)573-5666
 
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Tampa Bay Society Members & Associates $0.00
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Guests & Non-Members $110.00
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Sponsor Half Table (4) $500.00
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Sponsor Full Table (8) $1,000.00
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Speaker Profiles

 


Jason D. Trennert
Chief Investment Officer, Chairman
Strategas Research Partners

Jason D. Trennert is the Managing Partner and Chief Investment Strategist of Strategas Research Partners LLC and the Chairman and Chief Executive Officer of the firm’s broker-dealer subsidiary, Strategas Securities, LLC.

Throughout his career, he has earned a reputation for being a keen market observer. Trennert is recognized as one of Wall Street's foremost thought leaders about markets and economic policy. His contrarian research pieces are read by institutional investors and corporate executives worldwide. Trennert is the author of at least three books about investing and the investment business.

Prior to founding Strategas in 2006, Trennert was the Chief Investment Strategist and a Senior Managing Director at International Strategy & Investment (ISI) Group where he built and oversaw two of that Firm’s most popular research efforts, its Company Surveys, and Investment Strategy groups.

Widely quoted in the domestic and foreign press, Jason is a regular guest on business news programs broadcast by CNBC, CNBC Italia, Fox Business News, and Bloomberg TV, among others. He is the author of three books about investing and the investment business. My Side of the Street was published by St. Martin’s Press in May 2015. He has penned several op-eds for The Wall Street Journal, the Financial Times, and Investor’s Business Daily.

Jason credits his often out-of-consensus calls to his frequent travels to visit clients in 44 states and 20 foreign countries.



Sessions


DateCourse Title/DescriptionStart
Feb 23, 2027 Forecast 2027 Jason D. Trennert 7:00 P




Event ID  293