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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.

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

2:15 p.m. – 2:30 p.m.

Break
 

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.

FLASH TALK:
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

Summit


September 24th - 25th



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



REGISTER HERE

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