Agenda overview

Monday, September 24, 2018
11:30 a.m. - 12:15 p.m.Registration Begins
Deutsche Bank – 60 Wall Street, 47th Floor
12:15 p.m. - 12:30 p.m. Welcome
12:30 p.m. – 1:15 p.m. Volatility’s return:
Market implications?
David Bianco
Chief Investment Strategist-Americas
(Continuing Education Credits offered)
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. - 8:45 a.m.Welcome
8:45 a.m. – 9:30 a.m. Artificial Intelligence in FinTech and Capital Markets Ulku Rowe
Technical Director of Financial Services - Google
9:30 a.m. – 10:15 a.m. Bond portfolio positioning in a rising rate world Stephen Lynch
Portfolio Manager-Fixed Income
Alex Cooper
Portfolio Manager-Fixed Income
(Continuing Education Credits offered)
10:15 a.m. – 10:45 a.m. Conversation:
Staying Short on the Curve
Christopher Damm
Liquidity Management
Geoff Gibbs
Portfolio Manager-Liquidity Management
Rick Smith
Portfolio Manager-Short Duration

10:45 a.m. – 11:00 a.m.

Tilting at the Core
Tom Sweeney
Portfolio Manager-Structured Finance
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

Kelly Beam
Portfolio Manager-U.S. Investment-Grade 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

David Stack
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
Joe Rado
Portfolio Manager-Commercial Real Estate Debt
2:15 p.m. – 2:45 p.m. Private real estate Kevin White
Head of Real Estate Strategy-Americas
2:45 p.m. – 3:00 p.m. Break
3:00 p.m. – 3:15 p.m. FLASH TALK:
Green bonds
Sid Bhartiya
Research Analyst-Investment Grade Credit
3:15 p.m. – 4:00 p.m. Taking action in ESG Amisha Parekh
Senior Product Specialist-Sustainable Finance, Bloomberg
Priscilla Lu
Head of Sustainable Investments—Asia Pacific
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.


CIO View

This website uses cookies in order to improve user experience. If you close this box or continue browsing, we will assume that you are happy with this. For more information about the cookies we use or to find out how you can disable cookies, see our Cookies Notice.

Other country

Other country