WAMM: Investment Process in Practice: How Experienced Investors Navigate Turbulent Markets 3/26
Hear directly from seasoned portfolio managers as they share how they generate ideas, manage risk, and position portfolios in today’s evolving markets. Wharton Club members & guests are invited!
Washington Association of Money Managers
and
H.L. Lichstrahl & Company
are pleased to present:
Investment Process in Practice:
How Experienced Investors Navigate Turbulent Markets
Thursday, March 26, 2026 at 6:00 PM (ET)
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 Mike Bailey, CFA Director of Research & Shareholder FBB Capital Partners |
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Location:
Turnberry Tower, Rosslyn, VA
1881 N Nash St
Arlington, VA 22209
Time:
Reception will begin at 6:00 PM
Panel discussion will begin at 6:30 PM
Investing in today’s markets requires a disciplined process, thoughtful research, and the ability to navigate an increasingly complex economic and geopolitical landscape. Join us for an engaging panel discussion featuring experienced investment professionals who will share how they approach investment research, portfolio construction, and market positioning in an evolving investment environment:
- Howard Lichstrahl is Managing Member and Chief Investment Officer of H.L. Lichstrahl & Company, LLC. He has more than four decades of investment experience, having held senior roles at several major Wall Street firms, including E.F. Hutton and Shearson Lehman Brothers.
- Michael D. Bailey, CFA is Director of Research and Chair of the Investment Committee at FBB Capital Partners, where he monitors macroeconomic and company-level trends and helps guide portfolio strategy. His insights on markets have been featured on CNBC, Fox Business Network, NPR, Bloomberg Radio, and in publications including The Wall Street Journal, Barron’s, Forbes, and The Washington Post.
- Niall O’Malley is Founder and Portfolio Manager of Blue Point Investment Management, where he applies a disciplined investment framework focused on innovation cycles and long-term capital appreciation. He has been cited in Bloomberg, Financial Times, Reuters, and the Baltimore Business Journal, and has presented to numerous CFA societies and academic institutions.
The panel will be moderated by Pauline Bell, WAMM President, and will explore how experienced investors refine their processes, interpret market signals, and identify opportunities amid uncertainty. The discussion will be followed by audience Q&A. Please note that the Chatham House Rule applies – neither the comments of the speaker nor those of other participants are for attribution.
Metro and Parking: Turnberry Tower is located one block from the Rosslyn Metro Station, with ample public parking nearby. Upon arrival, please check in with the lobby receptionist, who will direct you to the event.
Click here to reserve your place(s)
for the event!