GMO will present their 7-year outlook for asset classes based on their proprietary forecasting framework. They will also discuss where they see the most attractive opportunities today, with a particular focus on emerging markets and liquid alternatives.
GMO is an investment management firm headquartered in Boston with offices in various locations around the world. They manage a total of $74 billion in client assets using a combination of top-down and bottom-up approaches that blend traditional fundamental analysis with innovative quantitative methods to identify undervalued asset classes and securities. Their valuation-based approach embeds several key factors, including: a long-term investment horizon, discipline, conviction, and a commitment to research. Their research emphasizes not only identifying and exploiting pricing dislocations but also understanding the long-term drivers of return in the markets where they invest. Their client base is comprised of institutions, including corporate and public defined benefit and defined contribution retirement plans, endowments, foundations, and financial intermediaries.
Catherine LeGraw, Asset Allocation Portfolio Strategist, Partner
Ms. LeGraw is a member of GMO’s Asset Allocation team. Prior to joining GMO in 2013, she worked as a director at BlackRock. Previously, Ms. LeGraw was an analyst at Bear, Stearns & Co. She received her B.S. and her B.A. in Economics from the University of Pennsylvania. She is a CFA charterholder.
Date: February 27, 2019
Time: 12:00pm – 1:30pm
Location: Rideau Club, 99 Bank Street, 15th floor
Time: 11:45 Registration
12:00 Lunch starts
CE Credits: 1
Registration: Registration deadline is February 15, 2019. Advance registration is required.
Busines dress (suit and tie) is mandatory.