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

New Year Market Outlook

January 12, 2023 | 6:00 PM - 7:30 PM

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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. These panelists will be portfolio managers, economist or market strategist from thought leading firms.  The panel will be led by a CFA Society New York moderator.  There will be 5 to 10 minutes at the end for Q&A from the audience.  This event will be followed by networking reception.

Agenda

5:30 PM | REGISTRATION


6:00 PM | OPENING REMARKS

Vincent Simmons, CFA, Credit Trader, Commerzbank AG


6:05 PM | PANEL DISCUSSION

Fahd Basir, Managing Director, Head of Capital Markets & Portfolio Management, Yieldstreet

Evan Brown, CFA, Portfolio Manager, Head of Multi-Asset Strategy Team, UBS Asset Management

Elias Erickson, Portfolio Manager, Ninety One


7:15 PM | Q&A


7:25 PM | CLOSING REMARKS

Leo Schmidt, CFA, Board of Directors, CFA Society New York, Chief Investment Officer, River Eddy Capital Management


7:30 PM | NETWORKING RECEPTION


8:45 PM | END OF EVENT

Additional Details

Learning Outcomes

  • Understand the thoughts of leading market participants
  • Help develop insight into market developments in the coming year
  • Inform audience of financial ideas and economic trends that are on the horizon

Sponsorship