Midyear Market Outlook

Midyear Market Outlook2018-05-04T16:24:09+00:00

Home Forums Event Proposals New Submissions Midyear Market Outlook

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  • LeoSchmidt
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    https://www.cfany.org/pdf/5a4c117e458ee/2908/

    Your Contact Information
    Name
      Leo Schmidt
    Email
      theleoschmidt@msn.com
    Event Details
    Event Title
      Midyear Market Outlook
    Event Start Date
      07/10/2018
    Start Time
      06:00 pm
    Event Duration
      2.5 Hours
    Event End Time
      08:30 pm
    Interest Group / Series
     

    • Institutional Asset Management

    Event Type
    Select Event Type
      Event
    Event Location
    Room Request
      1 Room (fits up to 60)
    Expected Attendees
      50-74
    Livestream and/or Recorded Event?
      No
    Please explain
      Need to see if panelist can be recorded. May be limited because of impromptu comments.
    Organizers
    Key Organizers
     

    Name Title/Firm OR Volunteer Title Email Phone
    Leo Schmidt CIO River Eddy Capital Management theleoschmidt@msn.com 917-593-8835

    Additional Organizers (If Any)
     

    Name Title/Firm OR Volunteer Title Email Phone
    Adam Shakoor PM/ Columbia Threadneedle Adam.Shakoor@columbiathreadneedle.com 917-539-2324

    Communications Secretary & Content Secretary
    Communications Secretary
     

    Name Email
    Leo Schmidt theleoschmidt@msn.com

    Content Secretary
     

    Name Email
    Leo Schmidt theleoschmidt@msn.com

    Event Overview
    Keywords for Marketing
      Market Outlook, Valuation, Quantative, Alternatives, Equity, Fixed Income, Economy, Interest Rate Path, Market Risks
    Description of Program
      Midyear 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 often are overlooked in siloed focused investment discussions. The notion is financial managers and analysts benefit from exploring and hearing a diverse set views from established market participants.
    The panel participants will be prominent chief investment officers, portfolio managers or market strategists. Currently, Doug Peeples, Chief Investment Officer of AB Fixed Income, is committed to this event. In addition, we hope to attract sellsiders such as Bloomberg’s Macro Man columnist, Carmon Crise. The questioning will be lead by a moderator who will have a broad background of experience.
    For example, a potential moderator could be David Allen, Institutional Director at Schroders who lead the Global Investment Committee. This event will be sponsored and will have time for networking and discussion afterwards.

    Learning Outcome Statements (LOS): 3-5 Bullet Points
     
    Examine market current expectations
    Hear current thinking from influential asset managers and market strategists
    Challenge status quo thinking.
    Understand concerns of market managers

    Speaker Details
    Number of Speakers Expected
      4-5
    Potential Speakers
     

    Select Type from drop-down. Add as needed.
    PM Level Buy Side Manager
    PM Level Asset Owner/ C- Level Buy Side Manager
    Sell-Side

    Add Speakers
    POTENTIAL Speakers
     

    Name Title/Firm Email/Phone # of Employees AUM ($US B) URL to Bio Speaker Type Speaker Role
    Cameron Crise Macro Man Columnist Bloomberg 500+ https://www.linkedin.com/in/cameron-crise-41a7a05b/ Sell-Side Research Analyst/Trader/Investment Banker/Salesperson Panelist
    Asset Owner Panelist

    CONFIRMED Speakers
     

    Name Title/Firm Email/Phone # of Employees AUM ($US B) URL to Bio Speaker Type Speaker Role
    Doug Peeples Chief Invesment Office of Fixed Income AB 500+ $20 B + https://www.alliancebernstein.com/biographies/01_biographies/peebles_douglas.bio.htm Institutional Investment Manager Panelist

    Is the press permitted to register for this event?
      Unsure
    Partners & Sponsors
    Potential Partners & Sponsors
     

    Partner/Sponsor Name Confirmed? Contact Person: Name/Title Email Who Has the Relationship? (May be N/A)
    Alliance Bernstein Yes David Saslowsky David.Saslowsky@abglobal.com Leo Schmidt

    Terms & Conditions
    I have read the proposal Terms & Conditions and I understand the CFANY Code of Conduct. I agree to abide by the rules described above and understand that I may be removed as a volunteer, member or employee if I violate any of these rules.
     

    • I understand and agree.

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