Viewpoints on U.S. Equity Markets: Where do we go from here?

Please join the CFA Society of Washington, DC for a fireside chat with Lori Calvasina, Head of U.S. Equity Strategy – RBC Capital Markets and Nathan Hager, Host, Bloomberg Daybreak on Bloomberg Radio. U.S. equity markets continue to surprise investors despite major policy shifts and realignment of geopolitical spheres of influence. Lori Calvasina will review U.S. Equity Markets in 2025 and look ahead to 2026. With over two decades as an equity strategist, she brings a fresh perspective and nuanced, data driven view on the forces shaping U.S. equity markets. Look forward to a thoughtful discussion on what really counts and what to watch for in this current paradigm.

Wednesday, October 8, 2025

Time: 4:00 – 6:30 pm

Location: North Tower, Rooftop Conference Room, 2001 K Street Northwest, Washington, DC

Member – Early Bird 9/26 – $30, Regular – $45
Non-member – Early Bird 9/26- $60, Regular – $75

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Audience: Consultant, Financial Advisor, Manager of Managers, Portfolio Manager, Relationship Manager, Research Analyst, Risk Manager, Strategist, & Trader

Speakers:

Lori Calvasina, Managing Director & Global Head of Equity Strategy, RBC Capital Markets

Lori Calvasina joined RBC Capital Markets in 2017 as a Managing Director. Having spent nearly two decades as an equity strategist at major investment banks, Lori is an expert on the US stock market and regularly represents RBC in the financial media on Bloomberg and CNBC. Prior to joining RBC, Lori was a senior equity strategist at Credit Suisse from 2010 to 2017, covering Small/Mid Cap Strategy from 2010-2014 and both Small/Mid Cap and US Equity Strategy from 2015-2017. She spent the first ten years of her career at Citi in a variety of roles including lead Small/Mid Cap Strategist from 2007-2010. In both 2008 and 2009 Lori was ranked #2 in the Small Companies category in the Institutional Investor All America Research team poll. Lori is a graduate of the University of Virginia and its selective Government & Foreign Affairs’ Honors Program. In 2019, she was named to Crains New York’s list of Notable Women in Finance.

Nathan Hager, Host, Bloomberg Daybreak, Bloomberg Radio

Nathan Hager is the host of Bloomberg Daybreak, Bloomberg Radio’s flagship morning show. Every weekday, he brings listeners the latest global headlines in business, finance, and politics. Nathan is also the Washington-based news anchor on Bloomberg Markets, Bloomberg Radio’s midday program. His work has won awards from the Associated Press, the Radio Television Digital News Association, and the New York Press Club, among others. Prior to Bloomberg, Nathan was a news anchor and reporter for Washington all-news stations WTOP and WNEW.

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