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Registration for any event with a start date after Sept. 28 now requires a CFA Institute account.
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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.
By applying this multifaceted approach, asset managers and analysts will be able to look at opportunities and risks not only in their own markets but also in other markets where overlap may not be immediately apparent. This event will help market participants challenge conventional thinking and gain a clearer understanding of major market factors going into 2022.
Agenda
6:00 PM | OPENING REMARKS
Brandon Neal, Vice Chair – Institutional Asset Management Group, CFA Society New York
6:05 PM | PANEL DISCUSSION
Moderator
David Allen, CFA, Institutional Director, Schroders
Panelists
Daniel Gerard, Senior Global Multi-Asset Strategist, State Street Global Markets
Jeffrey Herzog, Ph. D., Portfolio Manager, Lord Abbett
Jen Liang, CFA, Vice President, Portfolio Manager, AIG Investments
Doug Peta, CFA, Chief U.S. Investment Strategist, BCA Research
Adam Shakoor, CFA, Portfolio Manager, Columbia Threadneedle Investments
7:15 PM | Q&A
7:25 PM | CLOSING REMARKS
Vincent Simmons, CFA, Vice Chair – Institutional Asset Management Group, CFA Society New York
7:30 PM | ADJOURNMENT
Additional Details
Learning Outcomes
- Examine current expectations about market conditions
- Learn from influential asset managers and market strategists
- Hear market managers’ strategic direction in the new year