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

New Year Market Outlook

Tuesday, January 11 | 6:00 PM - 7:30 PM

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Cvent Transition Guide

Overview

Financial managers and analysts can benefit from exploring the perspectives of established market participants, learning from different ways of thinking, and hearing about decisions that financial services professionals in other disciplines are making to prepare for the future. Attendees at this New Year Market Outlook event will hear from a diverse panel of experts as they examine the state of financial markets in a discussion format. 

By applying this multifaceted approach, asset managers and analysts will be able to look at opportunities and risks not only in their own markets but also in other markets where overlap may not be immediately apparent. This event will help market participants challenge conventional thinking and gain a clearer understanding of major market factors going into 2022. 

Agenda

6:00 PM | OPENING REMARKS

Brandon Neal, Vice Chair – Institutional Asset Management Group, CFA Society New York


6:05 PM | PANEL DISCUSSION

Moderator

David Allen, CFA, Institutional Director, Schroders

Panelists

Daniel Gerard, Senior Global Multi-Asset Strategist, State Street Global Markets

Jeffrey Herzog, Ph. D., Portfolio Manager, Lord Abbett

Jen Liang, CFA, Vice President, Portfolio Manager, AIG Investments

Doug Peta, CFA, Chief U.S. Investment Strategist, BCA Research

Adam Shakoor, CFA, Portfolio Manager, Columbia Threadneedle Investments


7:15 PM | Q&A


7:25 PM |  CLOSING REMARKS

Vincent Simmons, CFA, Vice Chair – Institutional Asset Management Group, CFA Society New York


7:30 PM | ADJOURNMENT

Additional Details

Learning Outcomes

  • Examine current expectations about market conditions 
  • Learn from influential asset managers and market strategists 
  • Hear market managers’ strategic direction in the new year 

Sponsorship

CFA NY thanks the following conference sponsors:

Gold Sponsor