Agenda overview

Monday, September 24, 2018
11:30 a.m.Registration Begins
Deutsche Bank – 60 Wall Street, 47th Floor
12:15 p.m. Welcome
12:30 p.m. – 1:15 p.m. Volatility’s return:
Market implications?
David Bianco
Chief Investment Strategist, 
1:15 p.m. – 2:00 p.m. Political volatility:
Mid-term elections and business implications
Frank Kelly
Head of Government Affairs - Deutsche Bank

2:00 p.m. – 2:15 p.m.

Does the Fed play a role in economic volatility?
Josh Feinman
Chief Global Economist

2:15 p.m. – 2:30 p.m.


2:30 p.m. - 3:15 p.m.

The Economic Impact on the U.S. of protectionism & trade barriers Arthur Guarino
Assistant Professor of Finance and Economics
Rutgers University School of Business


Host Josh Feinman
Chief Global Economist
3:15 p.m. – 4:15 p.m. Closing Bell & NYSE Stock Exchange Floor Tour

4:30 p.m. – 5:00 p.m.

Depart for Evening Activity

5:00 p.m. - 8:00 p.m.

Networking Reception
Tuesday, September 25, 2018
8:30 a.m.Welcome
8:45 a.m. – 9:30 a.m. Artificial Intelligence in FinTech and Capital Markets
9:30 a.m. – 10:15 a.m. Bond portfolio positioning in a rising rate world Rob McCollum
Portfolio Manager and Head of Fixed Income Solutions
Joern Wasmund
Co-head of Fixed Income
10:15 a.m. – 10:45 a.m. Conversation:
Staying Short on the Curve
Sonelius Kendrick-Smith
Liquidity Management Specialist
Geoff Gibbs
Portfolio Manager-Liquidity Management
Rick Smith
Portfolio Manager-Short Duration

10:45 a.m. – 11:00 a.m.

Tilting at the Core
Gregory M. Staples
Co-head of Fixed Income-Americas
11:00 a.m. – 11:15 a.m. Break
11:15 a.m. – 12:00 p.m. Classroom Session:
Re-writing history in the credits markets?
Dr. Richard Sylla
Professor Emeritus of Economics, New York University

Thomas M. Farina
Portfolio Manager-U.S. Credit
12:00 p.m. – 1:00 p.m. Networking Lunch
1:00 p.m. – 1:45 p.m. Thoughts on Passive’s role in portfolios amid volatile markets Raghu Ramachandran
Head of S&P Dow Jones Indices

Luke Oliver
Head of Capital Markets-Passive Investments
1:45 p.m. – 2:15 p.m. Blunting the effects of volatility through private credit? Jorge Rodriguez
Head of Infrastructure Debt-Americas
Joseph Rado
Portfolio Manager-Commercial Real Estate Debt
2:15 p.m. – 2:30 p.m. FLASH TALK:
Private real estate
Kevin White
Head of Real Estate Strategy-Americas
2:30 p.m. – 3:15 p.m. Incorporating volatility into a multi-asset framework
3:15 p.m. – 3:30 p.m. Break
2:45 p.m. – 3:00 p.m. FLASH TALK:
Green bonds
Sid Bhartiya
Research Analyst-Investment Grade Credit
3:45 p.m. – 4:00 p.m. Taking action in ESG Priscilla Lu
Portfolio Manager-China Clean Energy & Efficiency Fund
4:00 p.m. Closing and Departure

2018 Investor Education


September 24th - 25th

Please register to attend the Investor Education Summit. 
Click the button below to fill out the registration form.


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