Tuesday, January 10, 2023 from 3:00 PM to 4:30 PM PST
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San Francisco Italian Athletic Club 
1630 Stockton Street
San Francisco, CA 94133

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Holly Wilkerson 
Executive Director
FPA of San Francisco 
9630 Bruceville Road, #106-149
Elk Grove, CA 95757
Phone (877) 260-3218
Website www.fpasf.org

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Tuesday, January 10, 2023


Setting Investment Strategy for 2023

Phillip Colmar, Partner
Global Strategy

Thank You to Our Meeting Strategic Partner!


Program Description:
The past year was characterized by central banks and bond investors having to abruptly adjust after finding themselves deeply wrongfooted by the surge in inflation. A softening of the U.S. economy, the war in Ukraine, Europe’s energy crisis and China’s COVID-zero policy all added to headwinds for multi-asset portfolios. 

FPA SF has invited MRB's Founding Partner and Global Strategist, Phillip Colmar to outline what lies ahead for the global economy in 2023, and the implications for investment strategy. The topics discussed will include: 

  • Will the world economy sink into recession or prove more resilient over the next year? Can CPI return to the 2% area, or is that era over? 
  • After hiking interest rates dramatically over the past year, how will Fed policy evolve in 2023? Are bonds attractive at current yields? 
  • Which regional equity markets and sectors are the most appealing? Which are the most vulnerable? 
  • After another year of U.S. dollar strength, what should FX investors expect ahead?

*This topic has been approved by the CFP Board for 1.0 hour of CE credit. 

Phillip Colmar is a founding partner. He has extensive experience, both as a strategist and economist. Mr. Colmar focuses on global multi-asset investment strategy, trading opportunities, and financial market risks. His expertise is in identifying and developing macro and investment themes. Mr. Colmar speaks at conferences, seminars and client meetings.

Over his career, Mr. Colmar has covered all major global asset classes and has developed comprehensive frameworks, models, and indicators. Prior to forming MRB, he was the Head of both the Daily Insights and Global Fixed Income Strategy services at BCA Research Inc.

Mr. Colmar has an M.Sc in Finance from Queen’s University, as well as a B.A. in Economics and a Bachelor of Business Administration (Finance) from Bishop’s University.

3:00 - 3:30 pm - Networking, Chapter Announcements & Strategic Partner Acknowledgements
3:30 – 4:25 pm – Speaker's Presentation
4:25 - 4:30 pm – Final Comments
4:30 pm - Program Closes