Institutional Asset Management, Virtual Events & Programming

New Year Market Outlook

Thursday, January 28 | 6:00 PM - 7:30 PM

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Cvent Transition Guide

Overview

The New Year 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 are often overlooked in silo focused investment discussions.  Financial managers and analysts will benefit from exploring and hearing a diverse set of views from established market participants.

Agenda

6:00 PM | OPENING REMARKS

Leo Schmidt, CFA, Chair, Institutional Asset Management Group,  CFA Society New York


6:05 PM | PANEL DISCUSSION

Moderator

David Allen, CFA, Institutional Director, Schroders

Panelists

Lee Ferridge, Head of Multi Asset Strategy, The Americas, State Street Global Markets

Brian Foerster, CFA, Investment Strategist, Lord Abbett

Shamaila Khan, Director—Emerging Market Debt, AllianceBernstein

Juan Mendez, CFA, Vice President, Portfolio Manager, BlackRock


7:00 PM |  Q&A


7:25 PM | CLOSING REMARKS

Leo Schmidt, CFA, Chair, Institutional Asset Management Group,  CFA Society New York

Additional Details

Learning Outcomes

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

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