Workshops
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Senior Portfolio Manager
Justin Livengood, CFA
Justin is a PM for the Invesco Mid Cap Growth strategy. He also serves as Senior Research Analyst responsible for the health care, real estate, and financial services sectors for the small- and mid-cap growth team. Mr. Livengood earned a BS degree in business administration with a concentration in accounting and finance from Georgetown University and an MBA from Harvard Business School.
Senior PM, CFA
Senior Portfolio Manager Brandon M. Nelson is responsible for the portfolio management of our small- and smid-cap growth strategies. He draws upon more than two decades of experience in small- and smid-cap growth equity investing, utilizing the same philosophy and process employed by Calamos Timpani Small Cap Growth Fund today. He is also a member of the Calamos Investment Committee, which is charged with providing a top-down framework, maintaining oversight of risk and performance metrics, and evaluating investment process.
Brandon M. Nelson
Michael J. Collins, CFA
Managing Director and Senior Portfolio Manager
PGIM Fixed Income
Michael J. Collins, CFA, is a managing director and senior portfolio manager for Core, Core Plus, Absolute Return, and other multi-sector fixed income strategies. He was named Morningstar’s 2017 Fixed-Income Fund Manager of the Year for PGIM Total Return Bond Fund*, and a 2018 winner of the Pension and Investment Provider Award for Global Multi-Asset Credit.
Previously, Michael was a high yield portfolio manager and fixed income investment strategist. Earlier, he was a credit research analyst, covering investment grade and high yield corporate credits. Additionally, he developed proprietary quantitative international interest rate and currency valuation models for our global bond unit. He began his career at the firm in 1986 as a software applications designer.
Michael received a BS in mathematics and computer science from Binghamton University, and an MBA in finance from New York University. He holds the Chartered Financial Analyst (CFA) designation and is a Fellow of the Life Management Institute (FLMI). Michael is currently the Chairman of the Board of CEA, a nonprofit that provides education and employment for people with disabilities.
Institutional Portfolio Manager
Abhijeet Singh is an institutional portfolio manager for global equity strategies at Fidelity Investments. Fidelity Investments is a leading provider of investment management, retirement planning, portfolio guidance, brokerage, benefits outsourcing, and other financial products and services to institutions, financial intermediaries, and individuals. The institutional portfolio management team is a group within Fidelity’s Asset Management Solutions division, an integrated investment, distribution, and client service organization dedicated to meeting the unique needs of the institutional marketplace.
In this role, Mr. Singh is a member of the Select International/Global portfolio management team and is responsible for supporting Fidelity’s emerging-market equity platform. Mr. Singh is also a member of the investment management team, maintaining a deep knowledge of portfolio philosophy, process, and construction, assisting portfolio managers and their CIOs in ensuring portfolios are managed in accordance with client expectations, and contributing to investment thought leadership in support of the team. Additionally, he is a principal liaison for portfolio managers to a broad range of current and prospective clients and internal partners, providing detailed portfolio reviews and serving as a key conduit of client objectives, requirements, and marketplace insight back to the investment team.
Prior to assuming his current responsibilities, Mr. Singh was an investment director covering Select International and other international/global equity strategies. Previously, he was with Fidelity’s New Business Development group working as a corporate strategy advisor to the firm’s senior management.
Before joining Fidelity in 2003, Mr. Singh was a strategy consultant with Braxton Associates, a division of Deloitte. He has been in the financial industry since 1998.
Mr. Singh earned his bachelor of technology degree from the Indian Institute of Technology and his master of business administration degree from Carnegie Mellon University. He is also a CFA® charterholder.
Abhijeet Singh, CFA
Client Portfolio Manager
Daniel Nicholas, CFA
Daniel Nicholas is a client portfolio manager at Harris Associates. He has been at the firm since 2012 and has more than 21 years of investment industry experience. Prior to his time at Harris, Mr. Nicholas was an executive director at Morgan Stanley and UBS. He graduated with a B.B.A. from the University of Wisconsin-Madison (1999) and an M.S. in finance from the University of Wisconsin-Madison (2001).
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Senior Portfolio Manager
Justin Livengood, CFA
Justin is a PM for the Invesco Mid Cap Growth strategy. He also serves as Senior Research Analyst responsible for the health care, real estate, and financial services sectors for the small- and mid-cap growth team. Mr. Livengood earned a BS degree in business administration with a concentration in accounting and finance from Georgetown University and an MBA from Harvard Business School.
Michael J. Collins, CFA
Managing Director and Senior Portfolio Manager
PGIM Fixed Income
Michael J. Collins, CFA, is a managing director and senior portfolio manager for Core, Core Plus, Absolute Return, and other multi-sector fixed income strategies. He was named Morningstar’s 2017 Fixed-Income Fund Manager of the Year for PGIM Total Return Bond Fund*, and a 2018 winner of the Pension and Investment Provider Award for Global Multi-Asset Credit.
Previously, Michael was a high yield portfolio manager and fixed income investment strategist. Earlier, he was a credit research analyst, covering investment grade and high yield corporate credits. Additionally, he developed proprietary quantitative international interest rate and currency valuation models for our global bond unit. He began his career at the firm in 1986 as a software applications designer.
Michael received a BS in mathematics and computer science from Binghamton University, and an MBA in finance from New York University. He holds the Chartered Financial Analyst (CFA) designation and is a Fellow of the Life Management Institute (FLMI). Michael is currently the Chairman of the Board of CEA, a nonprofit that provides education and employment for people with disabilities.
Graeme Baker
Portfolio Manager
Graeme is a portfolio manager in the Thematic Equity team within the Multi-Asset team at Ninety One. Graeme is co-portfolio manager for the Global Environment and Global Energy strategies. He joined the team in 2010. During this time he has been instrumental in driving the team’s work on the Energy Transition and co-authored the 2016 paper on the subject; “Our energy future: creating a sustainable global energy system”. This work has provided the base for the team’s investment process and philosophy around the process of Sustainable Decarbonisation. Prior to joining the firm, Graeme worked as an investment analyst at Hargreaves Lansdown Asset Management where he focused on Alternatives and Global Equities. Graeme received a BSc in Economics from the University of Bristol and is a CFA® Charterholder, a member of the CFA® Society of the UK, and holds the Investment Management Certificate (IMC).
Vice-President, Portfolio Manager and
Head of Global Credit
E-mail: Andy.kochar@agf.com
Andy Kochar is a principal member of AGF’s Fixed Income Team and serves as the firm’s head of global credit. Using a cross-asset framework, Andy is responsible for the research and allocation of credit risk across all of AGF’s fixed income portfolios. He previously served as Associate Portfolio Manager for AGF’s credit-oriented portfolios from 2013 to 2018. Prior to that, for more than five years, Andy served as Investment Analyst, Credit Research at Acuity Investment Management, which was subsequently acquired by AGF in 2011. Andy earned a B.A. in Economics (Cum Laude) from York University. He is a CFA® charterholder and member of CFA Society Toronto.
Andy Kochar, CFA®
Michael J. Collins, CFA
Managing Director and Senior Portfolio Manager
PGIM Fixed Income
Michael J. Collins, CFA, is a managing director and senior portfolio manager for Core, Core Plus, Absolute Return, and other multi-sector fixed income strategies. He was named Morningstar’s 2017 Fixed-Income Fund Manager of the Year for PGIM Total Return Bond Fund*, and a 2018 winner of the Pension and Investment Provider Award for Global Multi-Asset Credit.
Previously, Michael was a high yield portfolio manager and fixed income investment strategist. Earlier, he was a credit research analyst, covering investment grade and high yield corporate credits. Additionally, he developed proprietary quantitative international interest rate and currency valuation models for our global bond unit. He began his career at the firm in 1986 as a software applications designer.
Michael received a BS in mathematics and computer science from Binghamton University, and an MBA in finance from New York University. He holds the Chartered Financial Analyst (CFA) designation and is a Fellow of the Life Management Institute (FLMI). Michael is currently the Chairman of the Board of CEA, a nonprofit that provides education and employment for people with disabilities.
Sr. Portfolio Manager, Research Analyst
Sunil Thakor, CFA
Sunil Thakor, CFA is a Sr. Portfolio Manager and Research Analyst. He co-manages Sands Capital’s Global Leaders, International Growth, and International Leaders strategies.
Mr. Thakor joined Sands Capital in 2005 as a Research Analyst on the Global Financial Services Sector Team and became a Portfolio Manager in 2007. Prior to joining Sands Capital, Mr. Thakor worked at Charles River Associates.
Mr. Thakor earned a BA from Colby College and an MBA from Columbia Business School.
Graeme Baker
Portfolio Manager
Graeme is a portfolio manager in the Thematic Equity team within the Multi-Asset team at Ninety One. Graeme is co-portfolio manager for the Global Environment and Global Energy strategies. He joined the team in 2010. During this time he has been instrumental in driving the team’s work on the Energy Transition and co-authored the 2016 paper on the subject; “Our energy future: creating a sustainable global energy system”. This work has provided the base for the team’s investment process and philosophy around the process of Sustainable Decarbonisation. Prior to joining the firm, Graeme worked as an investment analyst at Hargreaves Lansdown Asset Management where he focused on Alternatives and Global Equities. Graeme received a BSc in Economics from the University of Bristol and is a CFA® Charterholder, a member of the CFA® Society of the UK, and holds the Investment Management Certificate (IMC).
Daniel Nicholas, CFA
Client Portfolio Manager
Daniel Nicholas is a client portfolio manager at Harris Associates. He has been at the firm since 2012 and has more than 21 years of investment industry experience. Prior to his time at Harris, Mr. Nicholas was an executive director at Morgan Stanley and UBS. He graduated with a B.B.A. from the University of Wisconsin-Madison (1999) and an M.S. in finance from the University of Wisconsin-Madison (2001).
Christian McCormick, CFA
Director and Senior Product Specialist, Allianz Global Investors
Christian is a senior inter-regional European product specialist and a director with Allianz Global Investors, which he joined in 2015. His primary role is as a senior product specialist for the firm’s Best Styles strategies in the U.S. and Canada. He also has product-specialist responsibilities in the U.S. for the firm’s Europe-based equity strategies.
Christian has 20 years of investment industry experience and is a CFA charterholder. He earned a B.A. in business administration and Russian studies from Principia College.
George Milling-Stanley
Chief Gold Strategist, State Street Global Advisors
George Milling-Stanley is Chief Gold Strategist with State Street Global Advisors. He joined SSGA as a Vice President and Head of Gold Strategy in November 2014. Before joining SSGA, George ran the independent consultancy George Milling-Stanley on Gold, LLC. He retired from the World Gold Council in 2011 after a 15-year career there. Most recently he had been responsible for all programs involving central banks, governments, and regulatory authorities. Before that, he was a key member of the small team that pioneered the development of gold-backed Exchange Traded Funds. His earlier career included six years on the precious metals trading desk of Lehman Brothers. Previously he worked for Consolidated Gold Fields in London, and before that spent 10 years as a reporter and columnist with the Financial Times.
Fixed Income Investment Director
Gregory Ortman is a fixed income investment director at Capital Group. He has 26 years of investment industry experience and has been with Capital Group for 24 years. Earlier in his career at Capital, Gregory worked in Capital Guardian Trust Company’s Private Client Services unit. Prior to joining Capital, he worked at Wilshire Associates. He holds a master’s degree in economics from Claremont Graduate University and a bachelor’s degree in economics from St. Edwards University in Austin, Texas, graduating cum laude. Gregory is based in New York.
Gregory Ortman
Speaker:
Andy Kochar is a principal member of AGF’s Fixed Income Team and serves as the firm’s head of global credit. Using a cross-asset framework, Andy is responsible for the research and allocation of credit risk across all of AGF’s fixed income portfolios. He previously served as Associate Portfolio Manager for AGF’s credit-oriented portfolios from 2013 to 2018. Prior to that, for more than five years, Andy served as Investment Analyst, Credit Research at Acuity Investment Management, which was subsequently acquired by AGF in 2011. Andy earned a B.A. in Economics (Cum Laude) from York University. He is a CFA® charterholder and member of CFA Society Toronto.
Representatives:
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Vice President, Institutional Business Development
Phone Number: 203-984-6567
Email : Jonathan.Crocker@agf.com
Jonathan Crocker
Managing Director, U.S. Business
Phone Number: (617) 722-9890
Email: Damion.Hendrickson@agf.com
Damion Hendrickson
Vice-President, Portfolio Manager and Head of Global Credit
Andy Kochar, CFA®
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The world has been undergoing a transition to a more sustainable economy, driven by factors such as policy and regulation, technological advances, societal pressure, and evolving corporate objectives. These external forces are driving a much needed investment into long-term thematic opportunities that are funding these transitions, thereby resulting in a compelling strategy to deliver superior risk-adjusted returns and positive impact. In this session, Andy Kochar, VP, Portfolio Manager and Head of Global Credit at AGF Investments Inc. will explain the thematic investment philosophy and process behind AGF’s Global Sustainable Equity and Global Sustainable Multi Asset Strategies.
Investing in Sustainable Themes
AGF Investments
Workshop details coming soon
Speaker:
Senior Portfolio Manager Brandon M. Nelson is responsible for the portfolio management of our small- and smid-cap growth strategies. He draws upon more than two decades of experience in small- and smid-cap growth equity investing, utilizing the same philosophy and process employed by Calamos Timpani Small Cap Growth Fund today. He is also a member of the Calamos Investment Committee, which is charged with providing a top-down framework, maintaining oversight of risk and performance metrics, and evaluating investment process.
Representatives:
Job title
Mobile
Email
Name
Head of National Accounts
Daniel Tracy
President, Head of Global Distribution, CFA
Robert Behan
Senior PM, CFA
Brandon M. Nelson
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Calamos Timpani Small Cap Growth Fund’s mission is to find timely stocks of fast-growing companies that are poised to exceed expectations for the next several quarters from a universe of 1,500 stocks with a market cap less than or equal to the total market capitalization of the largest company included in the Russell 2000® Growth Index . In this session, we will look at the investment philosophy, investment process and drivers of alpha along with portfolio construction of the fund.
Workshop objective
Introduce the Calamos Timpani Small Cap Growth Fund
Calamos Timpani Small Cap Growth Fund
Calamos Investments
Workshop details coming soon
Speakers:
Christian is a senior inter-regional European product specialist and a director with Allianz Global Investors, which he joined in 2015. His primary role is as a senior product specialist for the firm’s Best Styles strategies in the U.S. and Canada. He also has product-specialist responsibilities in the U.S. for the firm’s Europe-based equity strategies.
Christian has 20 years of investment industry experience and is a CFA charterholder. He earned a B.A. in business administration and Russian studies from Principia College.
Managing Director, Institutional Investments Distribution
Phone number: 513-257-4558
e-mail: matt.rizzo@nationwide.com
Matt Rizzo, CIMA®
Head of Nationwide Institutional Sales
Phone number: (610) 680-6479
e-mail: eisenp1@nationwide.com
Paul Eisenhardt, CIMA®
Director and Senior Product Specialist, Allianz Global Investors
Christian McCormick, CFA
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More than a decade of underperformance of global markets relative to the US has many investors debating the efficacy of allocating internationally, given growth and demographic challenges and elevated risks. In the current paradigm, is the case for international compelling, or is it merely a distraction from the steady returns enjoyed in domestic markets? As the global recovery matures, the rest of the world is likely to catch up to the US. And, given the sharp valuation discounts and differentiated exposure, seeking alpha through international investing may be worth a closer look.
Workshop objective
Provide insights on the global market recovery, international market dynamics and the potential for long-term structural growth for alpha-seeking equity investors.
Representatives:
Beyond diversification, seeking alpha in international markets
Nationwide Funds
Workshop details coming soon
Speaker:
Gregory Ortman is a fixed income investment director at Capital Group. He has 26 years of investment industry experience and has been with Capital Group for 24 years. Earlier in his career at Capital, Gregory worked in Capital Guardian Trust Company’s Private Client Services unit. Prior to joining Capital, he worked at Wilshire Associates. He holds a master’s degree in economics from Claremont Graduate University and a bachelor’s degree in economics from St. Edwards University in Austin, Texas, graduating cum laude. Gregory is based in New York.
Head of National Accounts
Daniel Tracy
President, Head of Global Distribution, CFA
Robert Behan
Fixed Income Investment Director
Gregory Ortman
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High yield municipal bonds are a lesser-known asset class that can provide income and diversification within a fixed income asset allocation program. We will discuss how managers can add value by focusing on sectors and idiosyncratic investment opportunities within a market cycle.
Workshop objective
- High yield munis within the broader muni and FI spectrum
- Where are we in the market cycle?
- Will the infrastructure bill provide specific opportunities?
Fixed Income: Risk and return potential in the high yield muni market
Capital Group
Workshop details coming soon
Speaker:
Abhijeet Singh is an institutional portfolio manager for global equity strategies at Fidelity Investments. In this role, he is a member of the Select International/Global portfolio management team and is responsible for supporting Fidelity’s emerging-market equity platform. He is also a member of the investment management team, maintaining a deep knowledge of portfolio philosophy, process, and construction, assisting portfolio managers and their CIOs in ensuring portfolios are managed in accordance with client expectations, and contributing to investment thought leadership in support of the team. Previously, Abhi served as an investment director covering Select International and other international/global equity strategies. He has been in the financial industry since 1998.
Representatives:
Head of National Accounts
Daniel Tracy
Senior Vice President, Head of Self-Clearing BD Segment and Investments
Tom Abare
Institutional Portfolio Manager
Abhijeet Singh, CFA
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Emerging markets are home to many attractive investment opportunities, though not without risk. Join us to learn more about Fidelity’s approach to investing in Emerging Markets. We’ll also provide an in-depth discussion on the Fidelity Advisor Emerging Asia Fund, including:
• The unique resources that support the fund
• A look back at how we navigated the past year and a half amid the pandemic
• Where we are finding the most exciting opportunities today
Workshop objective
This workshop will explore Fidelity’s approach to investing in Emerging Markets and provide a deep dive into the strategy behind the Fidelity Advisor Emerging Asia Fund.
Finding Investment Opportunities in Today’s Emerging Markets
Fidelity Investments
Workshop details coming soon
Speaker:
Bradley is an Investment Director in the US Institutional team at Ninety One. Bradley joined Ninety One in 2006 as the Head of the Natural Resources investment team.
He joined the firm after spending seven years at Goldman Sachs where he worked as an executive director. Previously, he spent three years at KPMG in the Financial Services Division within the Treasury Advisory Group, offering clients consultancy advice on financial derivatives risk management.
Bradley graduated from the University of Cape Town with an honours degree in Business Science in 1994. He completed his postgraduate diploma in Accounting (PGDA) from the University of Cape Town in 1995. In 1998 he was awarded the Chartered Accountant designation (SA).
Representatives:
Head of National Accounts
Thomas Evans
Sales Director
Michelle Trilli
Investment Director
Bradley George
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Climate change is undoubtedly one of the world’s great risks and badly needs addressing, but it also creates investment opportunity.
Ninety One’s Bradley George, will explain the multi-year structural growth opportunity for his strategy which invests in companies leading the transition to a low carbon world - focusing on investing in the winners across the full supply chain of decarbonisation - renewable energy, electrification and resource efficiency.
We believe the strategy’s high conviction, concentrated portfolio with high active share can provide differentiated alpha and a hedge against climate risk and help to rebalance climate risk within other parts of global portfolios.
Workshop objective
To understand how the Global Environment strategy can act as a possible source of additional alpha and hedge against climate risk.
Climate change: the 21st century’s biggest threat or opportunity.
Ninety One
Workshop details coming soon
Mark serves as a leader for Nationwide’s capital markets analysis, where he is responsible for asset class research, market commentary, white papers and topical market pieces.
Mark brings more than 20 years of experience in the asset management industry, including roles in research for both Nuveen and Vanguard Group and as a portfolio manager for Nuveen.
He earned his undergraduate degree in Finance and Economics from the University of Richmond and holds CFA and CMT designations.
Nationwide Chief of Investment Research
Mark Hackett, CFA and CMT
Speaker:
Justin is a PM for the Invesco Mid Cap Growth strategy. He also serves as Senior Research Analyst responsible for the health care, real estate, and financial services sectors for the small- and mid-cap growth team. Mr. Livengood earned a BS degree in business administration with a concentration in accounting and finance from Georgetown University and an MBA from Harvard Business School.
Representatives:
Head of Investment Due Diligence
Donna Wilson
Senior Client Portfolio Manager
Emanuele Bergagnini, CFA
Senior Portfolio Manager
Justin Livengood, CFA
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We believe many of the most important investment opportunities today are linked to long-term mega trends including the digitization of businesses, cloud computing, e-commerce, and the genomic revolution, amongst others. However, many investors remain underexposed to the most disruptive and successful companies in these industries as many of them reside in the overlooked mid-cap segment of the U.S. equity market. We seek to provide investors exposure to this area of the market we feel will continue to be one of the biggest drivers of future equity returns. We do so by focusing on well-managed companies that can sustain above-average growth rates while seeking to avoid excess risk.
Workshop objective
Inform investors about the mid-cap growth segment of the market as an important and overlooked opportunity for wealth creation while highlighting our track record of successfully capitalizing on these opportunities.
Mid-Cap Growth: Benefiting from investing in innovation
Invesco
Workshop details coming soon
Speaker:
Daniel Nicholas is a client portfolio manager at Harris Associates. He has been at the firm since 2012 and has more than 21 years of investment industry experience. Prior to his time at Harris, Mr. Nicholas was an executive director at Morgan Stanley and UBS. He graduated with a B.B.A. from the University of Wisconsin-Madison (1999) and an M.S. in finance from the University of Wisconsin-Madison (2001).
Representatives:
Natixis Investment Managers – US Distribution
Ian MacDuff
Senior Vice President, Intermediary Distribution at Natixis Investment Managers
Matthew Doucette
Client Portfolio Manager
Daniel Nicholas, CFA
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Market volatility can be a value investor’s friend. But can a value philosophy find opportunities in an environment characterized by higher growth, inflation and interest rates? In this workshop, Daniel Nicholas, client portfolio manager at Harris Associates, explains how the firm seeks to take advantage of the ups and downs in market cycles by staying true to its time-honored philosophy and process.
Workshop objective
Topics will include:
• Greed, reason and fear – what’s the market telling us?
• Valuing companies through different economic cycles
• Intrinsic vs relative value
• ESG, value and active ownership Where Harris is finding value across the globe
Equities: Is the value rotation over…or is the best yet to come?
NATIXIS
Workshop details coming soon
Speaker:
John Bonnell, CFA, joined Thornburg’s municipal team in 2021. John has over 30 years of municipal bond investing experience. He spent 25 years at USAA as senior portfolio manager and co-leader of municipal bond strategies. He also worked as a senior portfolio manager at Strong Capital Management and OppenheimerFunds, Inc. John holds a BBA in finance from the University of Texas–San Antonio and an MBA from St. Mary’s University in San Antonio, Texas.
Eve Lando, JD, joined Thornburg’s municipal bond team in 2019. Eve holds a BA in urban studies from Columbia University and a JD from Brooklyn Law School. She has extensive experience in municipal bond research and analysis, with particular focus on deal structures and legal covenants. Prior to joining Thornburg, she worked at Lazard Asset Management, most recently as a senior vice president and municipal research analyst, and she was a municipal research associate at AllianceBernstein.
Representatives:
Director of Platform Development
e-mail: cfiloon@thornburg.com
Copeland Filoon, CFA, CAIA
Managing Director and Director of Platform Development
e-mail: jburnham@thornburg.com
Johnathan Burnham, CFA®
Portfolio Manager and
Managing Director
John Bonnell, CFA®
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Changes to individual and corporate tax rates, the loss of advanced refunding and limitations placed on state and local tax (SALT) deduction have sparked an upheaval in the municipal market. Retail investors have shifted away from individual bond ownership which has nearly tripled assets in municipal mutual funds over the last 10 years. Municipal finances have once again shown their resiliency and credit fundamentals are the best in years thanks to strong Federal support. The lack of spread and yield pick-up across sectors and credit qualities has pushed valuations to a level that requires a new approach. It requires thinking outside the style box and abandoning traditional duration driven allocation methods. In its place: a flexible, not tactical, strategy with broad credit and duration mandates but stringent risk tolerances managed by a nimble team.
Workshop objective
Upheaval in the municipal market requires investors to think outside the style box when allocating to the space.
Upheaval in the Muni Market Requires a New Approach
thornburg
Workshop details coming soon
Speaker:
Michael J. Collins, CFA, is a managing director and senior portfolio manager for Core, Core Plus, Absolute Return, and other multi-sector fixed income strategies. Experience. Previously, Mike was a high yield portfolio manager and fixed income investment strategist. Earlier he was a credit research analyst, covering investment-grade and high yield corporate credits. Additionally, he developed proprietary quantitative international interest rate and currency valuation models for our global bond unit. Mike began his career at the firm in 1986 as a software applications designer.
Education. Mike received a BS in mathematics and computer science from Binghamton University and an MBA in finance from New York University. He holds the Chartered Financial Analyst (CFA) designation and is a Fellow of the Life Management Institute (FLMI). He is currently the chairman of the board of CEA, a nonprofit that provides education and employment for people with disabilities.
Representatives:
Head of the RIA Consultant Relations Division
Rick Studer
Senior Account Manager, Research Development National Accounts
Joey Rackley
Managing Director and Senior Portfolio Manager PGIM Fixed Income
Michael J Collins, CFA
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The start of 2021 and the promise of broad vaccine distribution bring a sigh of relief to many. Over the past year, the global economy has been contorted by a painful pandemic, gyrations in production and spending, and significant stress on households and businesses around the world. Credit markets have weathered the stress with resiliency, supported in part by solid global monetary and fiscal policies. Issuer adoption of debt-friendly behavior, including the channeling of free cash flow into debt reduction and lowering fixed costs, may help credit spreads test the pre-global financial crisis as the “Golden Age of Credit” continues.
Workshop objective
Hear insight and commentary on PGIM Fixed Income’s investment themes and where the firm sees opportunities in the bond market.
The Great Transition
PGIM Investments
Workshop details coming soon
Speaker:
Sunil Thakor, CFA is a Sr. Portfolio Manager and Research Analyst. He co-manages Sands Capital’s Global Leaders and International Growth strategies.
Mr. Thakor joined Sands Capital in 2005 as a Research Analyst on the Global Financial Services Sector Team and became a Portfolio Manager in 2007. Prior to joining Sands Capital, Mr. Thakor worked at Charles River Associates.
Mr. Thakor earned a BA from Colby College and an MBA from Columbia Business School.
Representatives:
Head of the RIA Consultant Relations Division
Rick Studer
Senior Client Relations Director
Kevin Murphy
Senior Portfolio Manager, Research Analyst
Sunil Thakor, CFA
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In a market increasingly featuring speculative excesses, investors run the risk of falling victim to FOMO, or the fear of missing out. We believe that now more than ever, investors need to tune out the noise and re-focus on sustainable earnings growth, which tends to drive value creation over the long term. We’ll discuss our approach to finding growth while mitigating risk, and how digitalization is driving what we believe will be the next generation of market leaders.
Workshop objective
We will discuss our approach to selectively investing in leading growth businesses and provide examples of lesser-known businesses that we believe will be key drivers and/or beneficiaries of digitalization.
Profits over Prophets: Seeking Opportunities and Mitigating Risk in a Turbulent Market
Sands Capital Management, LLC
Workshop details coming soon
Speaker:
George Milling-Stanley is Chief Gold Strategist with State Street Global Advisors. He joined SSGA as a Vice President and Head of Gold Strategy in November 2014. Before joining SSGA, George ran the independent consultancy George Milling-Stanley on Gold, LLC. He retired from the World Gold Council in 2011 after a 15-year career there. Most recently he had been responsible for all programs involving central banks, governments, and regulatory authorities. Before that, he was a key member of the small team that pioneered the development of gold-backed Exchange Traded Funds. His earlier career included six years on the precious metals trading desk of Lehman Brothers. Previously he worked for Consolidated Gold Fields in London, and before that spent 10 years as a reporter and columnist with the Financial Times.
Representatives:
Vice President of State Street Global Advisors and a Senior Regional Consultant in the SPDR ETF Group
e-mail: John_faron@ssga.com
John Faron
Divisional Director, State Street Global Advisors SPDR
e-mail: michael_mcilravy@ssga.com
Michael Andrew McIlravy
Chief Gold Strategist, State Street Global Advisors
George Milling-Stanley
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What impact has the pandemic had on the gold market, especially on supply and demand? Why is the gold price where it is today and what is the outlook for the rest of 2021? How will gold respond to unprecedented fiscal and monetary policy? Is gold still a strong inflation hedge? Are crypto currencies changing the landscape of strategic asset allocation, or does gold still rule?
Workshop objective
At this workshop, State Street Global Advisors’ George Milling-Stanley will outline key questions gold investors are asking and how to answer them.
Key Questions Gold Investors Are Asking Right Now
State Street Global Advisors SPDR
Workshop details coming soon
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Thank you.
We're happy to
have you join us!
JD, Portfolio Manager and
Managing Director
Eve Lando
