AAII New England Chapter Presentation Event with Denise Chisholm

CHISHOLM COUNTDOWN -

To all those who have registered already – Congratulations.
To those who have not – Better hurry! The CT (Norwalk) show is tomorrow! (but we’ll let you save a seat on EventBrite at the advance price till 6 PM tonight.) OR you still have a few days to get into the BOS (Waltham) show.

Don’t miss Denise Chisholm of Fidelity Investments 2Q23 Investment Research Update.

Connecticut area... Thursday, May 18th, 6:45 PM at The Norwalk Inn, Marineer Room, 99 East Avenue, Norwalk, CT 06851
$20.00 at the door (after 5/16/23) or $10.00 advance registration by credit card at https://tinyurl.com/aaiiCT-DeniseMay

Boston area… Tuesday, May 23rd, 7:00 PM at the Embassy Suites Hotel Riverbank Ballroom 550 Winter Street Waltham, MA 02453
$20.00 at the door (after 5/21/23) or $12.00 advance registration either by check to AAII NEC Boston Branch, PO Box 581, 175 Danielson Pike, No. Scituate, RI, 02857 or by credit card at https://tinyurl.com/aaiiBOS-DeniseMay

Here's to getting together and learning from Denise Chisholm, Director of Quantitative Market Strategy at Fidelity Investments…

![img]()

In this presentation Denise Chisholm will provide insights featured in her Investment Research Update, including data-driven views of the markets, equity sectors, and other investment building blocks such as factors and thematic strategies. She will synthesize equity sector information from three disciplines – fundamentals, relative valuations, and relative strength – to create a comprehensive view of the current state of each sector. Come and learn:
* Insights on current marketplace trends
* What historical probabilities may suggest about the market outlook across different investment disciplines
* Key market dynamics that could influence sector performance

Bio Info: Denise Chisholm is director of quantitative market strategy in the Quantitative Research and Investments (QRI) division at Fidelity Investments. In this role, Ms. Chisholm is focused on historical analysis, its application in diversified portfolio strategies, and ways to combine investment building blocks, such as factors, sectors, and themes. In addition to her research responsibilities, Ms. Chisholm is a popular contributor at various Fidelity client forums, is a LinkedIn 2020 Top Voice, and frequently appears in the media. Prior to assuming her current position, Ms. Chisholm was a sector strategist focused on sector strategy research, its application in diversified portfolio strategies, and ways to combine sector-based investment vehicles.

Message from Raymond Rondeau, Chapter President: For this event we have an exciting and brilliant new speaker with valuable and actionable information for us all - Fidelity’s Denise Chisholm. Similar to our last event we will be streamlining this meeting with quick check-ins, no food service, adequate seat spacing, and only one featured speaker. We look forward to seeing you there.