22nd Annual Forecast Dinner

Jack Manley

Executive Director, Global Market Strategist,

J.P. Morgan Asset Management

Jack Manley, Executive Director, is a Global Market Strategist at J.P. Morgan Asset Management. Jack is responsible for delivering timely market and economic commentary to institutional and retail clients across the United States and Canada. In addition, he is a contributor to the J.P. Morgan Long-Term Capital Market Assumptions and has authored numerous papers on both global and domestic economies and capital markets. Jack is also a frequent guest on CNBC, Bloomberg, BNN and other financial news outlets and is often quoted in the financial press. He graduated from the University of Chicago with a Bachelor's degree in History. Jack joined J.P. Morgan in 2013 as a member of the Asset Management Strategy & Business Development Team, where he worked on various strategic initiatives across the firm. He has been in his current role since 2016

Justin Teman, CFA, ASA

Head of Institutional Advisory,

Loomis, Sayles & Company

Justin Teman is Head of Institutional Advisory at Loomis, Sayles & Company. In this role, he leads discussions with clients on pension and insurance investment strategy and articulates how the firm can help them meet their objectives. Justin also helps to position the solution set, drive messaging, develop thought leadership and implement solutions for custom mandates such as liability benchmarks, overlays and cash flow matching strategies. In addition, he is chair of the Loomis Sayles Retirement Committee, which oversees the company’s defined benefit and defined contribution plans. Justin joined Loomis Sayles in 2019 from Cambridge Associates, where he was a Managing Director in the pension practice. As the firm wide expert on LDI, he helped clients in areas such as asset allocation, liability hedging, glide paths, risk transfers and completion management. Previously, Justin was an actuarial consultant at Mercer. He earned a BS in Business Administration, with a concentration in Applied Actuarial Mathematics, from Bryant University. Justin is a member of the Society of Actuaries and the American Academy of Actuaries. He is a CFA® charterholder.

Robert "Bob" Carey, CFA

Chief Market Strategist,

First Trust

Bob has over three decades of experience as an Equity and Fixed-Income Analyst and is Chief Market Strategist. Bob travels throughout the United States and Canada giving brokers and investors clear and concise analysis in understanding the markets, current trends and what he believes are opportunities today and beyond. As a guest on television and radio programs including Bloomberg TV, CNBC and Chicago’s WBBM Newsradio 780’s Noon Business Hour, Bob imparts his views to a large audience. He has also been quoted by several publications, including The Wall Street Journal, The Wall Street Reporter, Bloomberg News Service and Registered Rep. He is a recipient of the Chartered Financial Analyst (CFA) designation, and is also a member of the CFA Society of Chicago and the CFA Institute. Bob is a graduate of the University of Illinois at Champaign-Urbana with a BS in Physics.

David A. Caffrey

Vice President, Client Advisor (Institutional Advisor Team),

J.P. Morgan Asset Management

David A. Caffrey is vice president and client advisor at J.P. Morgan Asset Management where he serves registered investment advisors and bank and trust clients across the Southeast region of the United States. In his role, Dave is dedicated to empowering advisors by equipping them with intellectual capital to enhance their client interactions. He takes pride in helping advisors construct superior portfolios through J.P. Morgan Funds’ comprehensive approach to asset management. Additionally, Dave provides specialized training on market trends and ensures advisors have direct access to portfolio managers, specialists, and strategists. Dave has over two decades of experience in the financial services. He earned a J.D. from Sturm College of Law at the University of Denver and B.A. in political science from Boston College.

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