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LeoSchmidtParticipantThursday, May 3 at 8:10 PMPost count: 1
Your Contact Information Name Leo Schmidt firstname.lastname@example.org 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 Phone Leo Schmidt CIO River Eddy Capital Management email@example.com 917-593-8835 Additional Organizers (If Any) Name Title/Firm OR Volunteer Title Phone Adam Shakoor PM/ Columbia Threadneedle Adam.Shakoor@columbiathreadneedle.com 917-539-2324 Communications Secretary & Content Secretary Communications Secretary Name Leo Schmidt firstname.lastname@example.org Content Secretary Name Leo Schmidt email@example.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 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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