Midyear Market Outlook

Tuesday, July 9 | 6:00 PM - 9:00 PM

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Overview

Midyear Market Outlook will examine the state of financial markets in a panel format. Panelist will come from a variety of market disciplines, Fixed Income, Equity, Macro Economy and Alternative Strategies as well as buy and sell side. A broad view of many markets will help asset managers and analysts look at opportunities and risks not only in their own markets but also in other markets where an overlap is not always apparent. This multifaceted view will encourage thinking that uncovers links in financial instruments that often are overlooked in siloed focused investment discussions. The notion is financial managers and analysts benefit from exploring and hearing a diverse set of views from established market participants.

The panel participants will be prominent chief investment officers, portfolio managers or market strategists. Currently, Doug Peeples, Chief Investment Officer of AB Fixed Income, is committed to this event. In addition, we hope to attract sell-siders such as Bloomberg’s Macro Man columnist, Carmon Crise. The questioning will be lead by a moderator who will have a broad background of experience. For example, a potential moderator could be David Allen, Institutional Director at Schroders who leads the Global Investment Committee. This event will be sponsored and will have time for networking and discussion afterward.

Agenda

5:30 PM | REGISTRATION & NETWORKING


6:00 PM | WELCOMING REMARKS


6:05 PM | PANEL DISCUSSION

Dennis Alvarado, Managing Director, Human Resources Business Partner at Nuveen Investments

Solange Charas. Ph.D., CEO, Charas Consulting, FOunder, HCMoneyball


7:00 PM |  CLOSING REMARKS


7:05 PM | NETWORKING & CATERED RECEPTION

Additional Details

Learning Outcomes

  • Examine market current expectations
  • Hear current thinking from influential asset managers and market strategists
  • Challenge status quo thinking.
  • Understand concerns of market managers