Alternative Investments, Conference / Seminar, Virtual Events & Programming

Sixth Annual Global Macro Outlook

Thursday, September 30 | 4:00 PM - 5:05 PM

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Overview

Recent changes to global monetary and fiscal policies are complicating the playing field for macro investors, who face difficult decisions as economies transition out of pandemic shock. This panel discussion, featuring a diverse slate of trusted macro strategists, PMs, and researchers, will address the impact these policy changes are predicted to have on multi-asset class investing as well as provide a space for speakers to share their insight into dominant political and economic forces, key macro trends, and investment opportunities.

David Motsonelidze, CFA, Director of Macro Strategy at Stifel will kick off the webinar. Gary Regenstreif, Director of Thought Leadership Strategy at KPMG, will moderate a panel comprising Elga Bartsch, PhD, Managing Director and Head of Macro Research, BlackRock Investment Institute; Gabriele Foà, Portfolio Manager, Algebris Investments; and Clifton Hill, Global Macro Portfolio Manager at Acadian Asset Management. Register now to learn from leaders in the macro investing space and hone your own strategy.

Agenda

4:00 PM | OPENING REMARKS

David Motsonelidze, CFA, Director of Macro Strategy, Stifel


4:05 PM | PANEL DISCUSSION

Moderator

Gary Regenstreif, Director, Thought Leadership Strategy, KPMG LLP

Panelists

Elga Bartsch, PhD, Managing Director / Head of Macro Research, BlackRock Investment Institute

Gabriele Foà, Portfolio Manager, Algebris Investments

Clifton HillGlobal Macro Portfolio Manager, Acadian Asset Management


4:50 PM | Q&A

Additional Details

Learning Outcomes

  • Discuss present and future macro trends in the context of key political and economic forces globally
  • Understand how macro strategy implementation is changing
  • Identify investment opportunities across commodities, interest rates, equities and foreign exchanges