First Look Webcast: Investment Strategies in a Volatile Market
Overview
Chief Investment Strategist, Tom Stringfellow, CFA®, CPA®, CFP®, CIC, will provide an analysis of both the economic indicators and the state of the financial markets (at the time of broadcast). Viewers will gain a better understanding of how markets are interpreting the state of the economy and whether investors are becoming more confident or cautious.Tom will look at where investment dollars are flowing in terms of Sectors, Industries or Regions and /or asset classes and will economic trends support the market valuations.
Purchase this webcast as an individual program, or get the members-only First Look Bundle and save!
2025 First Look Webcast Series
May 28
401k & Employee Benefits Update
Mary Hogan • Director, Advisory - HR Advisory & Outsourcing
Eisner Advisory Group LLC • Pittstown, NJ
CPE: 1 Category: Management
June 18
Disaster Planning Beyond the Calculations
Gerard H. Schreiber, Jr., CPA • Partner
Schreiber & Schreiber, CPAs • Metairie, LA
CPE: 1 Category: Taxation
July 30
Investment Strategies in a Volatile Market
Tom Stringfellow, CFA®, CPA®, CFP®, CIC • Chief Investment Strategist
Argent Trust Company • San Antonio, TX
CPE: 1 Category: Management
August 27
SSARS Engagements – What You Need to Know
Kurt Oestriecher, CPA • Managing Partner
Oestriecher & Company, CPAs • Alexandria, LA
CPE: 1 Category: A&A
September 27
Managing Change in a High-Speed World
Laila Morcos Zissis, PCC, NBC-HWC, CMC • Owner
Laila Morcos Zissis, LLC• New Orleans, LA
CPE: 1 Category: Personal Development
October 29
Creating a Positive Workplace Culture
Jim Schneider, CPA, CIA • President & Managing Partner
The Personnel Consulting Group • New Orleans LA
CPE: 1 Category: Management
November 12
Tax Credit Shake-Up: What the New Incentives and ITEP Rules Mean for You
Keri Hart • Senior Manager, Business Incentives
Kim Wallett • Senior Manager, Business Incentives
Advantous Consulting, LLC • Baton Rouge, LA
CPE: 1 Category: Taxation
December 9
Practical Accounting Automation Using AI
Andrew Schwartz, PhD • Professor
Stephenson Department of Entrepreneurship & Information Systems
Louisiana State University
CPE: 1 Category: Technology
Notice
This event is part of the following bundles:
Leader(s):
Leader Bios
Tom Stringfellow
Tom Stringfellow joined Argent Trust Company in 2021 as Chief Investment Strategist for the organization. He brings to the company over 40 years of extensive experience in the investment management and energy industries.
Prior to Argent, Tom was at Frost Bank, where he served as President and Chief Investment Officer of Frost Investment Advisors, LLC and as Executive Vice President and Chief Investment Officer of the Frost Wealth Advisors group. He was founder of Frost Investment Advisors, LLC, and responsible for launching the Frost mutual fund complex, formerly included in Barron’s top fund family list.
Tom has graduate degrees in both Economics and Business. During his professional career, he has been sought out by national news outlets for his expertise on the economy and equity markets. His comments on investing and market conditions have been published in the Wall Street Journal, Financial Times, US News & World Report, CNBC, Yahoo Finance, and CNN; while also appearing on business media outlets including Fox News, Bloomberg TV and Radio, Forbes, and many others.
Tom has chaired the Investment Committee of the American Institute of CPAs (AICPA) and was appointed as a Council-At-Large Member by the AICPA Board of Directors. Additionally, Tom served on the CFA Institute’s Disciplinary Review Committee, engaged in oversight of ethics issues governing members and CFA candidates.
He holds the Chartered Financial Analyst (CFA®) designation and is a licensed CFP® and CPA.
Non-Member Price $50.00
Member Price $30.00