The Outlook for Equities and REITs

Monday, September 13, 2010
5:00 pm



Professor David Shulman
Senior Economist with the UCLA Anderson Forecast



Host: Adrianne Regrutto, Northern Trust 

Chair: Charlotte Chamberlain, Chamberlain Associates

Portfolio Management Community of Interest

CFALA,  is pleased to have Professor David Shulman, senior economist with the UCLA Anderson Forecast, give a talk on his outlook for of the equity and real estate markets.


Concurrent with his work at UCLA, Professor Shulman is also a visiting professor at both Baruch College and the University of Wisconsin, and until spring 2005 Lehman’s Brothers' chief REIT analyst.  Regarded as both one of Wall Street’s real estate experts as well as one of its most prominent “bears,” Professor Shulman previously was Senior Vice President/Member at Ulysses management LLC and before that Chief Equity Strategist for Solomon Brothers.


Professor Shulman is widely quoted and coined the terms “Goldilocks' Economy” and “New Paradigm Economy”.  When Professor Shulman retired from Lehman in 2005, the Wall St. Journal wrote, "Mr. Shulman was one of a handful of bearish chief strategists,... whose views during the bull market subjected them to ridicule by stampeding bulls. Some bearish strategists,...left their jobs just before the market crashed. As it turns out, Mr. Shulman and the other bears ultimately were right, just early."


Professor Shulman blogs at


Adrianne Regrutto, Chair of CFALA's Wealth Management community of interest, is hosting this event at the Westwood offices of Northern Trust at 10877 Wilshire Blvd. (ground floor) Los Angeles, CA 90024-4341 The event starts at 5 PM.  The $20 fee INCLUDES parking in Northern Trust's building.  Entrance to parking is from Lindbrook Drive, click here for map. 

Registration Links:
CFALA Members: $20.00
Non-members: $30.00


When: Monday, September 13, 2010 - 5:00pm


Location: Northern Trust Westwood Offices (Ground Floor)
                  10877 Wilshire Boulevard
                  Los Angeles, CA 90024


Payment Information:

Methods of payment accepted: Visa/Mastercard, American Express and Discover. If you prefer to pay by check please register online and select "purchase order" as your payment option and enter your last name as the purchase order number. Mail check to: CFA Society of Los Angeles, 350 S. Grand Ave, Suite 1680, Los Angeles CA 90071.

 *Credit card payments will only be accepted through the secure online registration, and not by phone or email.

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