Alternative Investments, Virtual Events & Programming

Market Outlook with Special Focus on Commodities

Thursday, July 9 | 2:00 PM - 3:00 PM

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Overview

The COVID-19 related market selloff and subsequent market rebound has caught many investors off guard. Market participants continue to assess its implications on the shape of the economic recovery and investment strategy as yields continue to be low and valuations elevated in certain asset classes. Please join us to learn more about outlook on global economy and its implications on markets and commodity prices.

Agenda

2:00 PM | WELCOMING REMARKS

David MotsonelidzeDirector, Global Macro Investment Strategist, Stifel


2:05 PM |  KEYNOTE SPEAKER

John Calvaruso, Macro/Commodities Strategist, Goldman Sachs (Investment Management Division)


2:45 PM | Q&A


3:00 PM | CLOSING REMARKS & ADJOURNMENT

Kris Thiessen, CFA, CAIA, EAFounder and Managing Partner, Helix Management

Additional Details

Learning Outcomes

  • Understand current market backdrop
  • Assess demand and supply dynamics in various commodity markets