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Midyear Market Outlook

Tuesday, July 10 | 5:30 – 8:00 PM
Followed by a Catered Networking Reception



Members: $30
Nonmembers: $70

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 diverse set views from established market participants.

This event will be like Barron’s roundtable except it will be live and interactive. Like CNBC roundtables, except the length will be more than five minutes. Like a strategist visiting your office, except there will be multiple and diverse points of view.  

Come hear outstanding panelists offer insights about interest rates, valuation and market risks..

Continuing Education Credits – Sponsored by Kaplan Schweser

CFA: 1.5 CE Credits

As part of our commitment to raising professional standards in the industry, CFA Society New York is dedicated to facilitating the continued education of our membership base and the financial community at-large through an expanding variety of Continued Education (CE) programs and offerings. CFANY thanks Kaplan Schweser for sponsoring the administration of our CE platform, thereby better enabling us to provide our community with high-quality content and opportunities.

Learning Outcome Statements

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


Doug J. Peebles, CIO, AB Fixed Income

Frank Rybinski,CFA, Senior Investment Strategist, AEGON

Michael Batnick, Director of Research, Ritholtz Wealth Management

Charles Stucke,CFA, CEO, Lepercq de Neuflize Asset Management

Ed Al-Hussainy, Senior Global Rates Strategist at Columbia Threadneedle (Ameriprise).

Moderated by:

David Allen,CFA, Institutional Director, Schroders

5:30 – 6:00 | Registration

6:00 – 6:05 | Opening Remarks

6:05 – 6:35 | Market Outlook

6:35 – 7:20 | Panel Discussion

7:20 – 7:35 | Q&A

7:35 | Networking and Catered Reception

DISCLAIMER OF ENDORSEMENT References herein to any specific sponsor or service do not necessarily constitute or imply the endorsement, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives, and the views and opinions expressed by speakers, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York. CFA Society New York expects all attendees to comply with CFA Society New York’s Code of Conduct while attending CFA Society New York events or meetings. CFA Society New York expressly reserves the right, in its sole discretion, to grant or deny access to any individual, or to expel any individual from any CFA Society New York event or meeting.

The CFA Society New York, Inc. (“CFANY”) is not a Registered Investment Advisor, Broker/Dealer, Financial Analyst, Financial Bank, Securities Broker, or Financial Planner. While CFANY seeks to present accurate and reliable information, CFANY does not endorse, approve, or certify such information, nor does it warrant or guarantee the accuracy, completeness, efficacy, timeliness, or fitness of such information for any particular purpose. Information presented may or may not be current as of the date of the presentation, and CFANY has no duty to update and maintain the information, reports, or statements made during events. The information presented is provided for information purposes only, and is not intended to be and does not constitute financial advice, investment advice, trading advice, or any other advice, is general in nature, and is not specific to you. None of the information presented is intended as an offer or solicitation of an offer to buy or sell, or as a recommendation, endorsement, or sponsorship of any security, company, or fund. CFANY is not responsible for any investment decision made by you. You should not make any financial, investment, trading or other decision based upon any of the information presented at CFANY without undertaking your own independent due diligence and consulting with a qualified and registered securities professional. You understand that your use of any of the information presented at CFANY is at your own risk. There is a substantial amount of risk in trading securities, and the possibility exists that you can lose all, most or a portion of your capital. CFANY does not, cannot, and will not assess or guarantee the suitability or profitability of any particular investment, or the potential value of any investment or informational source. The securities mentioned in any CFANY presentation may not be suitable for investors depending on their specific investment objectives and financial condition.