IN 1 HOUR: Join Me for a Live Conversation with Davis Advisors — Today (CE Credit Eligible)
Advisors are navigating a market defined by extremes. Valuation pockets look stretched, leadership remains narrow, and the macro backdrop refuses to settle into a clean narrative. These are the moments when research depth, business durability, and selectivity matter most.
That is why I am hosting a special live webinar with Dodd Kittsley, CFA, National Director at Davis Advisors, on Thursday, December 4 from 12–1 PM EST. Davis is known for its long-standing commitment to fundamental research and its focus on identifying companies with durable competitive advantages, strong free cash flow profiles, and management teams capable of navigating real economic complexity.
This session is sponsored by Davis Advisors and is eligible for CFP Board CE credit.
What We’ll Discuss
Dodd and I will dig into the themes shaping Davis’ current outlook, including:
Why concentration risk and complacency continue to distort how investors see the equity landscape
The traits Davis looks for when identifying resilient, adaptable businesses
How long-term research helps separate durable cash generators from companies vulnerable to disruption
Where Davis sees opportunity as markets wrestle with rates, inflation, technological change, and shifting sector dynamics
If you follow my work, you know I rarely use the phrase “must-attend.” This one deserves it. Davis Advisors brings decades of perspective, and Dodd is one of the most thoughtful communicators in the industry.
Who Should Attend
Financial advisors, RIAs, portfolio managers, wealth strategists, and anyone looking to deepen their thinking around equity selection in today’s environment.
Event Details
📅 Thursday, December 4
⏰ 12–1 PM EST
🎤 Host: Michael Gayed
🎙️ Speaker: Dodd Kittsley, CFA
🏢 Sponsored By: Davis Advisors
🎓 CE Credit: Eligible for CFP Board CE (live attendance required)
How to Register
➡️ Click here to reserve your seat and secure CE credit
Seats tend to fill quickly for CE-eligible conversations, and this will be an especially timely one given the state of markets as we close out the year.
Hope to see you there.
— Michael A. Gayed, CFA