Institutional Asset Management

New Year Market Outlook

Wednesday, January 22 | 5:30 PM - 8:00 PM

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Overview

This event is a chance to hear a panel of distinguished buy side strategists, PMs and CIOs discuss and debate their outlooks for the markets. In addition, this new-year event can also serve as chance to reflect on the old year and what it means for the future—looking at the Federal Reserve interest rate moves, economic & geopolitical outlooks and market valuations. A variety of market forecast or outlooks makes this event different for the usual sell-side forecast as there will discussion and debate for CFA New York member to evaluate. This event is a chance to hear buy-side strategists, and portfolio managers talk markets and share their opinions. Their outlooks will look at the current issues investor should consider in forming their views about where to place capital and how to put it to work.

Agenda

5:30 PM | REGISTRATION & NETWORKING


6:00 PM | OPENING REMARKS

Vincent Simmons, CFA, Senior Credit Trader, Commerzbank AG


6:05 PM | PANEL DISCUSSION

Moderator

David Allen, CFA, Institutional Director – Schroders


Panel

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

Shamaila Khan, Director, Emerging Markets – AllianceBernstein

Cameron Crise, Macro Strategist – Bloomberg

Kewjin Yuoh, Portfolio Manager – Lord Abbett

Judah Gross, Director, Leveraged Finance – Fitch Ratings


7:20 PM | Q & A


7:30 PM |  CLOSING REMARKS

Brandon Neal, NY Manager of the US Treasury Auction, Markets Group – Federal Reserve Bank of New York


7:35 PM | NETWORKING & CATERED RECEPTION

Additional Details

Learning Outcomes

  • Market Valuations relative and absolute
  • Strategies for negotiating market volatility
  • Economic forecast and posture
  • Black Swans