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Annual Outlooks

Strategizing for the year ahead:

Unveiling financial horizons

Banking on foresight is critical in today's financial landscape. Fundstrat's Annual Outlooks provide an invaluable compass for clients, shedding light on evolving market contours. Expect in-depth analysis of sector weightings, prevailing market trends, and key indicators shaping the financial year. Anticipate shifts and align your strategies with insights that derive from a rich tapestry of evidence-based research.

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Tue, Jan 16 11:00 AM ET

Sean Farrell's 2024 Crypto Outlook

Tom Lee
Sean Farrell

Head of Digital Asset Strategy

Thu, Dec 14 11:00 AM ET

Mark Newton's 2024 Technical Strategy Outlook

– 2024 Technical Strategy Outlook – Key Sectors to Overweight & Potential Risks – EPS Outlook & S&P 500 Year-End Price Target

Tom Lee
Mark L. Newton, CMT

Head of Technical Strategy

Market Update Webinars

Real-time reckonings:

Navigating mid-year twists and turns

The financial world is in perpetual motion. Our Market Update webinars act as your timely touch points, addressing mid-year re-calibrations and major market developments. Whether it's a significant policy change or a sudden market fluctuation, we convene promptly to offer guidance, ensuring our clients stay one step ahead of the curve.

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Wed, Apr 17 2:00 ET

Tom Lee’s Granny Shots Stock List & Market Update – April 2024

We will provide the monthly update to our Super Granny Shots, as Tom Lee once again provides a comprehensive deep dive into the names we like the most in today’s market landscape. Can’t make it? We have you covered – as usual, a replay will be provided to clients and members shortly afterwards. Stock List / Stock Reference: Super Granny Shots / Super Grannies Sleeper Granny Shots / Sleeper Grannies SMID Granny Shots / SMID Grannies Super SMID Granny Shots / Super SMID Grannies

Tom Lee
Thomas J. Lee, CFA

Head of Research

Tom Lee
Mark L. Newton, CMT

Head of Technical Strategy

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Expert Interviews

Tailored sessions for targeted strategies

In our commitment to provide multi-faceted insights, we conduct interviews with technical experts and other key industry figures, shedding light on nuanced aspects of the market and bringing diverse perspectives to our clients.

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Tue, Jan 9 11:00 AM ET

Technology & AI Outlook with Tom Lee and Dan Ives

Tom Lee
Thomas J. Lee, CFA

Head of Research

Tom Lee
Dan Ives

Managing Director, Equity Research at Wedbush Securities

Fund Managers Interviews

Real-time reckonings:

Navigating mid-year twists and turns

We delve into the minds of fund managers, exploring their strategies and approaches in navigating the complexities of the current macroeconomic landscape. These interviews offer a glimpse into the world of fund management, providing valuable takeaways for our clients.

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Wed, Apr 10 11:00 ET

Blockchain Investment Group: A Fund of Funds Providing Access to Top Digital Asset Managers

Blockchain Investment Group is a crypto fund of funds that identifies, evaluates, and manages investments in crypto and blockchain-focused hedge funds. Agenda: Market Update from Tom Lee Introduction of Blockchain Investment Group Q&A with Eric Weiss, Founder & Chief Investment Officer for Blockchain Investment Group

Tom Lee
Thomas J. Lee, CFA

Head of Research

Tom Lee
Sean Farrell

Head of Digital Asset Strategy

Tom Lee
Eric Weiss

Founder & CIO, BIG

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CEO Interviews

Exclusive Insights from Industry Leaders

Leverage our extensive network as we sit down with prominent CEOs to gain firsthand insights into the landscape of their respective sectors or sub-industries. These interviews are a goldmine of information, offering unique perspectives that can significantly impact investment strategies.

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Thu, May 9 2:00 PM ET

Zeta: The AI-Powered Marketing Cloud Making Sophisticated Marketing Simple

– Learn about the current marketing landscape, where fragmented tools, processes, and poorly integrated customer data hinder the creation of compelling marketing campaigns – Gain insight into how Zeta leverages a...

Tom Lee
Thomas J. Lee, CFA

Head of Research

Tom Lee
David Steinberg

Co-Founder, Chairman & CEO Zeta Global

Tom Lee
Chris Greiner

Fri, Mar 8 11:00 AM ET

Fireside Chat with Tom Lee & Jens Nordvig

Tom Lee
Thomas J. Lee, CFA

Head of Research

Tom Lee
Jens Nordvig

Special Webinars

Decoding Complex Market Dynamics

Our special webinars are dedicated to unraveling specific market phenomena such as inflation and other vital macro metrics. These sessions provide in-depth insights, aiding clients in navigating through complex market dynamics.

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Tue, Feb 27 11:00 ET

RealFi: A Data-Driven Private Credit Marketplace

– Discover the major market disconnect between emerging-market fintechs and private credit investors. Small businesses need access to non-dilutive capital and investors are searching for impactful yield opportunities. – Learn about how RealFi sits at the epicenter of private credit, impact investing, and emerging markets, positioning themselves to capitalize on a large total addressable market. – Explore how RealFi’s platform leverages real-time data monitoring, dynamic smart contracts, and advanced credit decisioning to facilitate financing between investors and financially starved b

Tom Lee
Tom Couture

Vice President of Crypto Strategy

Tom Lee
John O’Connor

CEO

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