Global Trends And Outlook

On May 22nd Frank Barbera, CMT. from Sierra Mutual Funds will be presenting his “Global Trends and Outlook.”  This was a highly rated presentation at our 2013 Annual Symposium.  The talk will focus on a detailed review for the major capital markets including the U.S. Equity Market and  U.S Bond Market. Will interest rates begin a long secular rise in 2014, or will global deflation pressures see rates fall once again? The discussion will also review the economic outlook going forward with snap shots of Europe, the U.S. and Asia.  This lunch is complementary and space is limited to the first 25 FPA members who sign up so please make every effort to attend if you register.  1 CFP Credit is available for this presentation.


Mr. Barbara is the Executive Vice President at Sierra Investment Management and also Co-Portfolio Manager at Sierra Core Retirement Fund and the new Sierra Strategic Income Fund. Sierra and its affiliates currently manage over $1.5 billion in assets. For the past decade, Mr. Barbera was a Senior Portfolio Manager for Caruso USA Affiliated LLC, in Los Angeles, where he ultimately managed $1.5 billion.  He developed a wide range of technical market indicators and trend-following techniques which were profiled in the 2006 book, “Master Traders: Strategies for Superior Returns from Today's Top Traders.” The tools illustrated in the book were considered pioneering work in the field of sector trading. Mr. Barbera holds a Series 65 license and a Chartered Market Technician.  View his bio. (DOCX format)


Please RSVP directly with Whitney Barbarics at


May 22nd 12:30-1:30

Fairmont Olympic Hotel

Congress Room

411 University Street

Seattle, WA 98101