Join us for our Annual Dinner
Given the strength in US equity and credit markets throughout 2014, a big risk to investors is complacency heading into 2015. CFASS has secured a number of experts across asset classes and will host an entertaining evening moderated by Bloomberg’s Pimm Fox as he prompts our panelists to unveil key risks and opportunities in 2015.
Attendees will also enjoy the most recent Global Market Sentiment Survey presented by Kurt Schacht, Managing Director of the Standards and Financial Market Integrity Division of CFA Institute.
In addition to the various actionable investment themes discussed by the panelists, attendees are afforded the opportunity to network during the happy hour and enjoy a full course dinner at the Greenwich Country Club.
Thank you to our Sponsors!
Pimm Fox is a Bloomberg Television anchor and Bloomberg Radio host of the in-depth investment program, Taking Stock with Pimm Fox, which airs weekdays at 5:00 p.m. ET. Fox also co-hosts Bloomberg Businessweek Radio with Ken Prewitt on Bloomberg Radio. Fox provides unique access into the world of professional investing through conversations with top Wall Street analysts, fund managers and CEOs. Fox joined Bloomberg in 2006, after overseeing financial services coverage for the Dow Jones News Service in London. Fox received a bachelor’s degree in architecture from Columbia University.
Meet your Panel:
RBC US Equity Strategist (II ranked, on Bloomberg Monthly, Former Bear Stearns, JPM and UBS)
Jonathan Golub is one of Wall Street’s most prolific strategists, regularly publishing on corporate earnings, stock valuations, market leadership, and the post-crisis environment. While centered on U.S. equities, his research incorporates economic and market topics covering currency, credit, commodities, and rates. In his roles as Chief Strategist for UBS and Bear Stearns, Jonathan has focused on the needs of traditional long-only and hedge fund managers.
Peter Tchir, Managing Director
Brean Capital Global Macro Strategist (former buyside, has views on global equity, fixed income, ETF, Mortgages and Credit Derivatives)
I have built a strong reputation as having keen insight into risk and identifying opportunities on a global macro basis with an emphasis on fixed income. My unique background, allows me to balance short term trading with longer term investment horizons to consistently find the excellent relative value in the markets. The combination of structured credit trading and CDX index trading gives me insight into trading and risk management on two very different, yet important levels. My in depth product knowledge encompassing bonds, loans, derivatives, CDO’s, and ETF’s, enables me to optimally execute investment strategies. It is these skills that have helped me develop and maintain clients who are senior managers at top tier hedge funds and investment management firms.
Have developed a strong media presence, with almost weekly appearances on Bloomberg TV and radio. Additionally have been part of headline articles in the Wall Street Journal, New York Times, and Financial Times, as well as being quoted regularly in Barron’s. Business Insider rated @tfmkts as one of the top 100 people in finance to follow on twitter. The media has provided the opportunity to become recognized as a thought leader in many of the areas I focus on, as well as being a useful source of insight and information. These relationships should continue to grow and can be a valuable source of recognition and exposure going forward.
Roland Morris Jr. – Managing Director, Commodities Strategy, Van Eck Global
Joined Van Eck in 2012 and serves as managing director focused on macro strategies, commodities trading and client development for Van Eck’s long only strategies and alternative investments. Earlier career experience includes thirty years in the financial services industry as a macro/commodities trading specialist; manager of futures clearing and execution services; and client relationship management.
Thomas Jones Director / Senior Portfolio Manager
Mr. Jones joined the former City National Asset Management (predecessor to City National Rochdale) in 2010 and has over 20 years of experience in the investment industry. He is responsible for managing client’s fixed income assets with an emphasis on the analysis and selection of municipal bonds. Prior to joining City National, he served as Vice President at U.S. Trust Bank of America where he was a Trader/Portfolio Manager overseeing the selection and allocation of municipal bonds into several bond funds as well as individual client portfolios. Other past positions include Vice President of Municipal Bond Trading and Underwriting at Southwest Securities, and Vice President of Municipal Bond Trading and Underwriting at H.S.B.C Brokerage U.S.A. Mr. Jones holds a B.A. in English from Manhattanville College. He is a Level III candidate for the Chartered Financial Analyst designation and is a member of the New York Society of Security Analysts.