Delaware Funds® by Macquarie invites CFAP members to attend a unique presentation on active management in uncertain times.
Accelerating digitization, de-globalization, and disruption across industries is impacting the way we invest today and will in the future. We believe active management can help provide the differentiator investors need to stay ahead of a curve that is bending faster than ever.
Join special guest Bob Rice as he moderates a discussion with Daniela Mardarovici, CFA and Alex Ely on active management across asset classes, and why it is more important than ever. During the webinar, they will discuss the following themes:
- Geopolitical forces, government intervention, and the impact of the US Federal Reserve's decisions;
- Technology trends and the acceleration of digitization;
- Active security selection and research as a critical component of the "new modern" portfolio theory.
Daniela Mardarovici, CFA
is co-head of
multisector and core plus fixed income with Macquarie Investment Management. Prior to this role, she spent thirteen years at BMO Global Asset Management. Mardarovici was also responsible for driving investment strategy and managing institutional portfolios and mutual funds across a wide spectrum of strategies, including core, core plus, credit, multisector, and liability-driven investing. Previously, she led investment management efforts for mortgage-backed securities at Harris Investment Management. She started her career in 2000 as a proprietary trader at Gelber Group. In 2018, Mardarovici was named one of the top twenty female portfolio managers by CityWire. She graduated magna cum laude with a major in economics and finance and banking from the University of Nebraska at Omaha.
joined Macquarie Investment Management (MIM) in February 2016 as part of the firm's acquisition of Bennett Lawrence Management, LLC, a New York-based US growth equity manager. Prior to joining the firm as CIO of the US Growth Equity team, he was portfolio manager and chief portfolio strategist at Bennett Lawrence. Ely joined Bennett Lawrence in 1997 as a portfolio analyst, and in 2002 he was promoted to portfolio manager. Before joining Bennett Lawrence, he was an equity product manager at Oppenheimer Management. From 1988 to 1989, he was a strategy clerk at the Boston Stock Exchange. Ely earned a bachelor's degree in economics from the University of New Hampshire.
is founder and managing partner of Tangent Capital Partners, a boutique investment bank and consultancy. He is also a board member of Nasdaq Private Markets, and he is an investment advisor to the Value Line Funds. He serves on the editorial board of the Investments & Wealth Monitor. A frequent keynote speaker, Bob is a pioneering educator on portfolio construction and the use of alternative investments among retail investors. He wrote the bestselling books The Alternative Answer
and Three Moves Ahead
; presents live to thousands of financial advisors and affluent investors each year; and spent several years as a contributing editor and on-air personality for Fox Business News and Bloomberg TV.
Registration for the webinar is free of charge.
Thank you to Delaware Funds for the invitation to this presentation.