The Philadelphia Council for Business Economics
A Chapter of NABE

is pleased to present

Milton Berg, CFA
CEO and Chief Investment Strategist, MB Advisors, LLC


Presentation: "Market Outlook"

Milton Berg, CFA, is the CEO and Chief Investment Strategist of MB Advisors, LLC. He has worked in the financial services industry since 1978, with an extensive background in various roles on the buy side. Milton founded MB Advisors in 2012 to address a need for high-quality independent research with a macro, technical and historical focus. Milton began his career as a Commodities Analyst and Trader at Swiss-based Erlanger and Company. In 1980, he was a Fund Manager at First Investors Corp. and managed a natural resource fund as well as an option writing fund. In 1984, he moved to Oppenheimer and managed three mutual funds which were each ranked as the #1 performer over a five-year period by Lipper. Milton then became a Partner at Steinhardt, one of the earliest hedge funds on Wall Street. More recently, he has worked with well-known titans of the hedge fund world including George Soros, Stanley Druckenmiller (Duquesne), and Charles Davidson from Wexford.

Milton’s work has been featured in the Wall Street Journal, New York Times, Barron’s, and Institutional Investor, in addition to other media outlets. His groundbreaking report “The Boundaries of Technical Analysis” was published in the summer of 2008 in the MTA’s Journal of Technical Analysis.

Milton has held a Chartered Financial Analyst designation since 1979. The Institute for Econometric Research named Milton as the Mutual Fund Manager of the Year in 1987 given his performance during the crash. That same year, Milton was jointly named with Stanley Druckenmiller as Mutual Fund Manager of the Year by Sylvia Porter’s Personal Finance Magazine.

Date: Wednesday, October 9, 2013

Time: 11:45 am for Federal Reserve Security clearance
          12:00 pm - Lunch begins
            1:00 pm - Presentation begins

Place: Federal Reserve Bank of Philadelphia Directions
           Ten Independence Mall (Seventh & Arch Streets),
           Philadelphia, PA

Cost: PCBE Members - $20.00
         GIC/CFAPhila/PSA/Bond Club Members - $25.00
         Nonmembers - $30.00
         Student - $15.00 (with Valid College ID)

Teleconference Option available for those that can't be present

Please Note: Reservations are required and must be made or canceled no later than 12:00 p.m. on the day before the meeting. "No-shows" will be billed.




All other questions contact.

Ralph Giraud, President

Robin Kaplan, Vice President

Luke Tilley, Secretary

Michael Weiss, Treasurer
InfoPCBE@pcbe.org