Midyear Market Outlook Roundtable

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Midyear Market Outlook Roundtable

Tuesday, June 13th
5:30 pm – 8:00 pm

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This event is a chance to hear a panel of distinguished Strategist discuss and debate their outlooks for the markets. In addition, this mid-year event can also serve as chance to reflect on first half of the year and what it means for the future—looking at the new administration, the Federal Reserve interest rate moves and market valuations. A variety of market forecast or outlooks makes this event different for the usual sell-side forecast as there will discussion and debate for NYSSA member to evaluate.  This event is a chance to hear buyside strategists, and portfolio managers talk markets and share their opinions.  Their outlooks will look at the current issues investor should be considering in forming their views about where to place capital and how to put it to work.

Features, Benefits, Values

This event will help investors to think about where to look to invest and what to consider.

Major Points

  • Interest rate outlook
  • Market Valuations relative and absolute
  • Strategies for negotiating market volatility
  • Economic forecast and posture
  • Black Swans

Learning Objectives

  • Considering different Market Views
  • Valuation Techniques
  • Economic Analysis
  • Political Risks Domestic and International

Who Should Attend?

Chief Investment Officers, Chief Financial Officers, Chief Executives. Portfolio Managers, Senior Analysts, and Market Strategists.

Time Detail
6:00 – 6:10 PM OPENING REMARKS

Leo Schmidt, CFA

6:10 – 7:25 PM PANEL AND Q&A

Panelists
JONATHAN GOLUB, CFA
, Chief US Market Strategist at RBC Capital Markets
MICHAEL WEINBERG, CFA, Chief Investment Strategist, Protégé Partners, and formerly PM at Soros
EDWARD AL-HUSSAINY, Macro Strategy & Global Rates, Columbia Threadneedle Investments.

Moderator
DAVID ALLEN, CFA, Chair, Global Investment Committee

7:25 – 7:30 PM CLOSING REMARK

Harumi Urata-Thompson, CFA, Chief Operating Officer, NYSSA

Location

NYSSA Conference Center
1540 Broadway #1010
New York, NY 10036

Fees

Member: $25
Nonmember: $75

LiveStream: FREE | Members Only

Host

Institutional Asset Management Group

Speakers

Jonathan Golub, CFA, Chief US Market Strategist at RBC Capital Markets
Michael Weinberg, CFA, Chief Investment Strategist, Protégé Partners, and formerly PM at Soros
Edward Al-Hussainy, Macro Strategy & Global Rates, Columbia Threadneedle Investments.

Moderator
David Allen, CFA, Chair, Global Investment Committee

Sponsors

DISCLAIMER OF ENDORSEMENT

References herein to any specific sponsor or service do not necessarily constitute or imply the endorsement, recommendation or favoring by CFA Society New York. CFA Society New York strives to be a community for diverse opinions and differing perspectives, and the views and opinions expressed by speakers, presenters and/or organizers at events do not necessarily state or reflect those of CFA Society New York.

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