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WAMS - 2021 Market Outlook

Event Description

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2021 Market Outlook
December 16 | 1:30 PM PDT

Join us for the closing session as we invite all panelists back to discuss a 2020 market outlook and what to expect for the coming year.

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Speaker

Jay Jacobs, Head of Research & Strategy, Global X ETFs

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Having joined Global X in 2013, Jay leads the firm’s research team, which originates the firm’s unique insights on the markets and ETFs. He also guides the planning and development of the firm’s strategic direction. Jay is a frequently cited expert in the financial media, including CNBC, Bloomberg, and The Wall Street Journal. Prior to joining Global X, Jay was a business analyst at the New York Stock Exchange (NYSE), in the ETF and Indexing Group, where he helped to launch hundreds of ETFs on the NYSE Arca trading platform. Jay holds a BA from Emory University in International Studies and an MBA from Columbia Business School. He is also a CFA charterholder. Follow Jay on Twitter:@JayJacobsCFA


Libby Cantrill, Managing Director, PIMCO

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Ms. Cantrill is a managing director and the head of public policy for PIMCO. In her role, she helps to coordinate the firm’s response to public policy issues and analyzes policy and political risk for the firm’s Investment Committee. She is also a member of the firm’s Americas Portfolio Committee. Additionally, she is the co-head of PIMCO’s New York Office and is a founding member of PIMCO Parents and PIMCO Women. Prior to joining PIMCO in 2007, she served as a legislative aide in the House of Representatives and also worked in the investment banking division at Morgan Stanley. She has 16 years of investment experience and holds an MBA from Harvard Business School and received her undergraduate degree in economics from Brown University. Ms. Cantrill is a CFA charterholder and a regular contributor to Bloomberg and CNBC. She is also a member of the Council on Foreign Relations.


Katherine Roy, Chief Retirement Strategist, JP Morgan

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S. Katherine Roy, CFP®, Managing Director, is Chief Retirement Strategist for J.P.Morgan Asset Management. In this role, Katherine is responsible for delivering timely retirement-related insights to intermediaries and clients. Focused on the retirement landscape for more than 15 years, Katherine specializes in identifying themes, strategies and solutions that can help advisors successfully partner with employers and individuals through all life stages. Katherine is consistently ranked as a top speaker at major industry and firm-specific conferences and events. She also has been interviewed and quoted in the financial press on a variety of key retirement planning topics. Prior to joining the firm, Katherine was Head of Personal Retirement Planning & Advice at Merrill Lynch where she led strategy and innovation in retirement income solutions for individuals, and the retirement planning, advice and guidance programs available to integrated benefits plan participants.

A Fireside Chat

Ben Phillips, Founder and Chief Investment Office of EventShares and MarketDesk Research

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Ben Phillips is the Chief Investment Strategist at Savoie Capital, a family office RIA based in Newport Beach. Savoie specializes in options-based yield strategies, portfolio overlays, concentrated hedging, and thematic growth portfolios. The firm also helps families simplify complex family office structures through transparent and liquid investment vehicles.
 
Previously, Ben was Chief Investment Officer at EventShares, one of the first government policy-based investment firms. EventShares identified changes in government policy and invested based on actions in Washington D.C., which can be a powerful leading indicator for investment returns. Ben is also a founder and Managing Director of the actionable market insights firm, MarketDesk Research. 
 
Prior to founding EventShares, Ben was with Goldman Sachs Asset Management (GSAM), where he had portfolio management responsibilities across several multi-sector total return funds. He has also held senior investing roles at Providence Equity Partners and Lord Abbett. Ben is a CFA charterholder and received an MBA and BSBA in Finance from the University of Missouri and is currently on the Board of Directors for CFA Society Orange County.


Event Type

Career; Educational; Featured

Education Topic

 

Start Time

12/16/2020 1:30 PM

End Time

12/16/2020 2:30 PM

City

Webinar

State/Province

 

Event Country

 

Event Region

Americas

Location Info

 

Speaker

Jay Jacobs, Global X | Libby Cantrill, PIMCO | Katherine Roy, JP Morgan

CE Credits

1

SER Credit

0

Currency

USD

Member Price

0

Non-Member Price

0

Candidate Price

0

Registration

https://us02web.zoom.us/webinar/register/WN_D8F6lWeHQvKa93V-9eN5PQ​

All Day Event

 

Recurrence

 

Event Link

 

Event Link Leads To New Tab

Yes

Event Short Info

<b> WAMS - 2021 Market Outlook Panel </b> Join us for the closing session as we invite all panelist back to discuss a 2020 market outlook and what to expect for the coming year. <a href="https://www.cfasociety.org/orangecounty/Lists/Events%20Calendar/DispForm.aspx?ID=989&Source=https%3A%2F%2Fwww%2Ecfasociety%2Eorg%2Forangecounty%2FPages%2FEvents%2DCalendar%2Easpx"> Read More. </a>

Attachments

Content Type: MyCFA Calendar
Created at 9/2/2020 9:48 AM by ashley@imigroup.org
Last modified at 12/3/2020 11:49 AM by ashley@imigroup.org