Apr 14, 2022
In this quarter's macro presentation dubbed "The Narrow Gate", our investment committee discusses the Fed's task of navigating inflation while trying to avoid an overly hawkish policy that could lead the country into recession. This balancing act is being impacted by other factors including the war in Ukraine, inversion of the yield curve, and slumping CEO and consumer confidence. In this presentation, our team explains the house view on the current market and economic climate and the actions we take on behalf of clients during periods of uncertainty. To access the annotated PDF version of the presentation, click here.
Chief Investment Officer, Portfolio Manager
Ben arrived at Narwhal from a small investment firm in Eugene, Oregon, where he cut his teeth investing in individual stocks, bonds and derivatives. He earned the right to use the CFA designation in 2016, holds his Series 65 license and is a certified Financial Risk Manager. Ben received a bachelor’s degree in finance from the University of Washington and a MBA from Emory University's Goizueta Business School. In his free time, he plays competitive tennis, mentors for Mentoring for Leadership and is a frequent contributor to The Investing Podcast.
At Narwhal Capital Management, you’re more than just a portfolio, and it’s not all about the numbers. Let’s start with a meeting about your needs and future goals.