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Cvent Transition Guide

Diverse Views on What’s Next for the Markets

Monday, July 19

Overview

Forecasting market movements is difficult at any juncture, but even more so during periods of uncertainty. Tune in to this virtual conversation to hear diverse professionals discuss their perspectives on what the future holds for the market and how they plan to reach their diversity goals in their firms and their asset selection.

Featuring a range of outlooks from asset owners, CIOs of firms both large and small, and firms that manage both traditional and alternative assets, attendees will gain insight not only from the variety of forecast perspectives presented, but also from the firsthand knowledge and experience our presenters bring to the discussion.

CFA Society New York is thrilled to welcome CAIA members and members of other societies. Please register with CAIA or via your respective local society to secure your place at our upcoming webinars.

Agenda

12:00 PM | OPENING REMARKS

Alton Crooks, CFA, MBA, Managing Principal, Fidelis Capital LLC; Co-Chair – Diversity & Inclusion Forum, CFA Society New York


12:05 PM | KEYNOTE

Ashish Shah, Co-Head – Global Fixed Income and Liquidity Solutions, Goldman Sachs Asset Management


12:30 PM | DIVERSITY PANEL

Moderator

Joanna Horowitz, CFA, Senior Consultant, Diversity & Inclusion Lead, Monticello Consulting Group

Panelists

Adeyemi Ajao, Co-Founder & Managing Partner, Base10

Degas Wright, CFA, Founder and Principal, Decatur Capital Management

Kirk Sims, CFA, Senior Investment Manager – Head of Emerging Manager Program, Teachers Retirement System of Texas


1:30 PM |  CLOSING REMARKS

Leo Schmidt, CFA, Chair – Institutional Asset Management Group, CFA Society New York

Additional Details

Areas of Focus

  • How market forecasting can inform portfolio construction amid diversity goals
  • Market outlooks, directly from emerging managers
  • How diverse representation can build stronger investment-management teams
  • Global macro views