Alternative Investments, Conference / Seminar, Virtual Events & Programming

Fifth Annual Global Macro Outlook

Thursday, September 17 | 4:00 PM - 5:05 PM

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Overview

Macroeconomic shifts are expected to gain more strength in a new era of global central bank monetary policies, fiscal stimulus and elevated geopolitical risks across the world. These changes are likely to have a direct impact on multi-asset class investing. In addition, the roles of traditional and non-traditional asset classes are likely to be questioned in this environment as investors continue to seek diversification benefits in a constantly evolving global investing landscape.

Agenda

4:00 PM | OPENING REMARKS

David Motsonelidze, CFA, Director of Macro Strategy, Stifel


4:05 PM | PANEL DISCUSSION

Moderator

Gary Regenstreif, Executive Editor, S&P Global Market Intelligence

Panelists

Diana Amoa, CFA, Managing Director / Global Fixed Income Portfolio Manager, JP Morgan Asset Management

Gabriele Foà, Portfolio Manager, Algebris Investments 

Michael PonikiewiczVice President, Portfolio Manager, Multi-Asset Class Strategies, Acadian Asset Management

Alessio de Longis, CFA, Head of GTAA Solutions, Senior Portfolio Manager, Invesco

Anthony Woodside, CFA, FRM, Global Fixed Income Portfolio Manager, Neuberger Berman


4:50 PM | Q&A


5:05 PM |  CLOSING REMARKS & ADJOURNMENT

Anna Sembos, PhD, CFA, Managing Director, CIFC Asset Management

Additional Details

Learning Outcomes

  • Join us on September 17th to be part of the discussion covering:
  • What are the key macro trends today?
  • What are the dominant political and economic forces that speakers foresee impacting markets in the future?
  • How is macro strategy implementation changing?
  • Why have many macro managers struggled to generate attractive returns over the course of the past few years?
  • What investment opportunities do the speakers see across commodities, interest rates, equities and foreign exchange?