Alternative Investments

CFANY Fourth Annual Global Macro Outlook

Monday, November 25 | 5:00 PM - 8:00 PM

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Overview

Macroeconomic shifts are expected to gain more strength in a new era of global central bank asset reduction 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.

A distinguished group of investors and research practitioners share their experiences in implementing global macro investing strategies, and how they aim to produce prudent risk-adjusted returns.

Agenda

5:00 PM | REGISTRATION CHECK IN


5:30 PM | OPENING REMARKS

Mark Sullivan, CFA, Managing Director and Partner, Stonehaven, LLC


5:35 PM | ECONOMIST PANEL: GLOBAL ECONOMIC AND MARKET OUTLOOK

Moderator

James Sweeney, Chief Economist, Credit Suisse

Panelists

Daniel Ahn, Managing Director, Chief US Economist, Head of Markets 360 North America- BNP Paribas

Michael McDonough, Chief Economist, Bloomberg


6:05 PM |  Q & A


6:15 PM |  BREAK


6:30 PM | MANAGERS’ PANEL: GLOBAL MACRO TRENDS WITHIN THE CONTEXT OF MULTI-ASSET INVESTING

Introduced by David Motsonelidze, CFA, Vice President, Stifel

Moderator

Chris Solarz, Managing Director, Cliffwater LLC

Panelists

John Floyd, Macro Portfolio Manager,  Record Currency Management 

Tania Reif, Investment  Manager, Alphadyne Asset Management

Rupert Hope, Portfolio Manager (Multi-Asset), Lazard Asset Management 

Greg Kaldor, Macro Strategist, Phillimore Investments LP


7:10 PM | Q & A


7:25 PM | CLOSING REMARKS

Kris Thiessen, CFA, CAIA, EA, Founder and Managing Partner, Helix Management


7:30 PM | REFRESHMENTS & NETWORKING

Additional Details

Learning Outcome Statements

  • 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/crypto exchange?