Conference / Seminar, Global Passport, Institutional Asset Management, Virtual Events & Programming

New Year Market Outlook

Thursday, January 18 | 5:30 PM - 8:30 PM

Share Event

Loading Events

Wait! A Note on Registration:

We’ve launched Cvent—our new events platform!

Registration for any event with a start date after Sept. 28 now requires a CFA Institute account.

I don’t have a CFA Institute account

  • No problem! You’ll have the chance to create one prior to registration.

I already have a CFA Institute account

  • Great! Be sure to use your existing credentials at registration.
Cvent Transition Guide
Global Passport Icon
Global Passport Program Eligible

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

Additional Details

Gold Sponsors

Silver Sponsors