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Overview
Join the Institutional Asset Management Group for their New York Market Outlook! This highly anticipated event brings together industry experts to discuss and analyze the current state of the financial markets. This event offers a unique opportunity to network with peers, gain a comprehensive understanding of the market outlook, and learn from panelists at leading firms and organizations, offering their views on the forward-looking market conditions.
Agenda
5:30 PM | REGISTRATION
6:00 PM | WELCOMING REMARKS
Leo Schmidt, CFA, Chair of the Institutional Asset Management Group, CFA Society New York
6:10 PM | PANEL DISCUSSION
Moderator
Lindsey Rubinstein, Senior Executive & Managing Director, Opus Capital Management LLC
Panelist
Steve Bartolini, CFA, Portfolio Manager, Fixed Income, T. Rowe Price
R. Scott Henderson, CFA, CIMA, CMFC, SVP, Portfolio Specialist, Calamos Investments
Ira Jersey, Chief US Interest Rate Strategist, Bloomberg Intelligence
Richard ‘Crit’ Thomas, CFA, CAIA, Global Market Strategist, Touchstone Investments
7:20 PM | Q&A
7:25 PM | CLOSING REMARKS
Leo Schmidt, CFA, Chair of the Institutional Asset Management Group, CFA Society New York
7:30 PM | NETWORKING RECEPTION