Conference / Seminar, Institutional Asset Management, Virtual Events & Programming

Midyear Market Outlook

Wednesday, July 13 | 6:00 PM - 7:30 PM

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Overview

This event will be a panel of active market participants such as portfolio managers or CIOs or of active market commentators such as journalists or commentators. Each panelist will have 5 minutes to present their current market views. This will be followed by a discussion lead by a moderator. The last 5 to 10 minutes will allow questions from the public. Following the panel, there will be time for networking along with food and drink. The
panelist will be from different markets, such as high yield, equities, non-taxable and private equity, and present a variety of views.

Agenda

6:00 PM | WELCOMING REMARKS

Vincent Simmons, CFA, Credit Trader, Commerzbank AG


6:05 PM | INTRODUCTION


6:10 PM | PANEL DISCUSSION

Moderator

Adam Shakoor, CFA, Portfolio Manager, Columbia Threadneedle Investments

Panelists

Don Casturo, CIO, Quantix Commodities

James Corl, EVP, Head Of Private Real Estate Group, Cohen and Steers

Konstantin Fominykh, CFA, CEO, TenViz

Lauren Goodwin, CFA, Economist, Director of Portfolio Strategy, New York Life Investments

Mila Skulkina, CFA, Head of Emerging Markets Fixed Income, Lord Abbett


7:20 PM |  Q&A


7:30 PM | CLOSING & RECEPTION

Leo Schmidt, CFA, Chief Investment Officer, River Eddy Capital Management

Additional Details

Learning Outcomes

  • Understanding current market views of different market leaders
  • Accessing current market risks
  • Looking at risks that current market has not properly understood.
  • Finding compelling investment ideas

Sponsorship

Key AlliancePlatinum Partner

Key AllianceGold Partner

Key AllianceSilver Partner

What is the Key Alliance Program?