2021 Equity Capital Market Review and Outlook for 2022

Program Description

2021 was a record-breaking year for the broad equity stock market. However, underlying the general advance were sector rotation and volatility. Will 2022 be another up year for the market, and what sectors are more likely to be strong and weak? The stock market outlook is the topic of our January 24 program, including a review of the life sciences sector. Some life science sectors were negatively impacted by the COVID pandemic and underperformed the market. Others experienced surging demand. What should healthcare investors expect in 2022?

Raj Sharma, Managing Director of the Sharma Group, will be our keynote speaker, joined by Geoff Meacham, Managing Director Equity Research covering Biotechnology and Major Pharmaceuticals for Bank of America Merrill Lynch, and Rick Williams, Managing Director of Williams Advisory Partners. Hear from these industry leaders on investment trends from 2021 and predictions for 2022. Following the market overview, we will have an open moderated Q&A discussion.

Keynote Speaker

Raj Sharma, Founder, Sharma Group

Raj is Managing Director – Wealth Management and Head of The Sharma Group, a high-end boutique within Merrill Lynch's Private Banking and Investment Group.

Program Moderator

Rick Williams, Managing Director, Williams Advisory Partners

Rick serves on the board of directors of technology companies in the B to B space. His soon-to-be-published book, Create the Future – for your company and yourself is a leader's guidebook for thinking creatively about where to take your company without hefty consulting fees.

Program Panelist

Geoff Meacham, Ph.D., Managing Director, Bank of America Merrill Lynch

Geoff Meacham is a Managing Director in Americas Equity Research covering the Biotechnology and Major Pharmaceuticals sectors in the US.

Join us for this timely overview of the Healthcare Equity markets and outlook for 2022.

Who should attend?

C-level executives, board members, investors, and other senior leaders who want a better understanding of the healthcare equity capital markets for 2022.

Speaker Bios

Geoff Meacham, Ph.D., Managing Director, Bank of America Merrill Lynch

Geoff Meacham is a Managing Director in Americas Equity Research covering the Biotechnology and Major Pharmaceuticals sectors in the US. He has been with the firm since the fall of 2019. Meacham has been highly ranked in the Institutional Investor All-America Research Poll for over 10 years in the Large Cap Biotechnology Category and, more recently, the Major Pharma Category. Previously, he was a Managing Director at Barclays covering the US Biotech and Pharma sectors for 5 years and, prior to that, he was Managing Director at JPMorgan covering the US Biotech sector (large and SMid cap) for 10 years. Meacham began his career as an equity research analyst in 2000 at UBS, covering a number of sectors in Healthcare including SMid Biotech, Life Science Tools and SMid Med Tech. He has a Ph.D. in Molecular Cell Biology from the University of Alabama-Birmingham (UAB) and a BS in Biology / Microbiology from the University of Georgia. He is based in Atlanta, Georgia. For more information about any awards cited, visit https://rsch.baml.com/awards.

Rick Williams, Managing Director, Williams Advisory Partners

Rick Williams is Managing Director of Williams Advisory Partners, LLC. He has a breadth of experience as a company founder, board of directors member, and management consultant. In addition, he has been board chair of a medical device company and a bank/VC firm. His board service is usually with technology companies in the B-to-B space, including medical technology, software, and financial services.

Rick is a nationally and internationally published thought leader with a CEO and board of directors' point of view. Rick's soon-to-be-published book entitled "Create the Future – for your company and yourself" is a "how to field guide" for leaders who want to think creatively about where to take their organization without paying a hefty consulting fee. He is a frequent speaker and program moderator.

Rick founded The Equity Company, Inc., an award-winning real estate investment and development company. He is past President of the Harvard Business School Association of Boston. He was a management consultant with the global consulting firm Arthur D. Little, Inc. Rick is a physics graduate of the University of Pennsylvania.

Raj Sharma, Founder, Sharma Group

Raj is the founder of The Sharma Group, a boutique wealth management group within Merrill Lynch's private wealth management division, providing comprehensive investment management, estate, tax, and legacy strategy for entrepreneurs and wealth creators. Raj has more than 30 years of experience in wealth management and heads a team of fifteen professionals.

Thoughtful and analytic, with an excellent understanding of the global markets, Raj has received numerous industry recognitions. Barron has named him one of America's Top 100 Financial Advisors for 18 consecutive years through 2021- putting him among the "Hall of Fame" advisors who have appeared on the list since its inception. In 2020 Raj was named the #1 Financial Advisor in Massachusetts on Barron's America's Top 1,200 Financial Advisors list for the twelfth consecutive year. In addition, Forbes named Raj the #1 Financial Advisor in Massachusetts on Forbes Best-in-State Wealth Advisors list in 2019 & 2020. He was also named to Forbes' "America's Top Wealth Advisors" list 2016 – 2021. The Sharma Group was featured by Barron's as a Top 50 Private Wealth Teams in 2020. Additionally, he was named the Financial Times Top 400 Global Financial Advisors 2015 - 2020.

Passionate about giving back to his community and the world, Raj is active in many local and global organizations. He is a former chairman and current trustee of The Boston Harbor Island Alliance, sits on the board of trustees of Emerson College, and serves as chairman of Youth LEAD, an organization devoted to promoting dialogue and tolerance among young people. Raj is also a charter member of TIE, a global organization supporting entrepreneurship and business formation, and a board member emeritus of the American India Foundation, devoted to accelerating social and economic change in India.

Raj lives in Massachusetts with his wife and four children. He enjoys traveling, hiking, art, and playing golf and tennis.

Passionate about giving back to his community and the world, Raj is active in many local and global organizations. He is a former chairman and current trustee of The Boston Harbor Island Alliance, sits on the board of trustees of Emerson College, and serves as chairman of Youth LEAD, an organization devoted to promoting dialogue and tolerance among young people. Raj is also a charter member of TiE, a global organization supporting entrepreneurship and business formation, and a board member and trustee of the American India Foundation, devoted to accelerating social and economic change in India.

Raj lives in Massachusetts with his wife and four children. He enjoys traveling, hiking, art, and playing golf and tennis.

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