The Alumni & Friends of the London School of Economics
cordially invites you to an evening with
Chief Investment Strategist
Head of Merrill Lynch Investment Strategy Group
A reception will follow the discussion.
Wednesday, December 5, 2007
World Financial Center
225 Vesey Street
Tower 4, Floor 3, Conference Room 4
$15 for AFLSE members and $25 for non-members
Space is limited
Richard Bernstein is chief investment strategist and head of Merrill Lynch’s Investment Strategy Group. The Investment Strategy Group encompasses sector strategy, investment strategy, small cap strategy, technical & market analysis and global quantitative analysis, and services both Merrill Lynch’s institutional and individual investors. In addition, he is head of the Global Private Client Research Investment Committee (RIC), which identifies suitable investments and portfolio strategies for individual investors across a broad spectrum of asset classes.
He is the author of "Style Investing - Unique Insight into Equity Management" published by John Wiley & Sons, which has previously been required reading for Certified Financial Analyst Level II, and "Navigate the Noise: Investing in the New Age of Media and Hype," published by John Wiley & Sons. Mr. Bernstein donates profits from these books to charity.
Mr. Bernstein has worked on Wall Street for more than 25 years. Prior to joining Merrill Lynch in 1988, he held positions at E.F. Hutton and Chase Econometrics/IDC.
Mr. Bernstein has been voted to the Institutional Investor All-America Research team for the past sixteen years and was named to the "First Team" ten times. He was also on of Fortune magazine’s 2001 and 2002 All-Star analysts, and in 2002 and 2004 was listed as one of SmartMoney magazine’s "Power 30."
He is a member of the board of trustees of Hamilton College and a member of the committee which oversees the college’s Endowment Fund. He also sits on the Executive Committee of NYU’s Stern School of Business, and is a member of the editorial board of the Journal of Portfolio Management .
Mr. Bernstein earned a master of business administration degree in finance, with honors, from New York University and a bachelor of arts degree in economics from Hamilton College in 1980.