2019 Equity Market Outlook – Citi – 1.31.19

Summary:

Please join Citi’s Managing Director and Chief U.S. Equity Strategist, Tobias Levkovich, as he shares Citi’s 2019 Equity Market Outlook which focuses on three critical investment themes:

• Sentiment swings: embracing and benefiting from market volatility.
• Earnings estimates: prudently staying the course, adjusting for shifting expectations, and protecting against downside risks.
• Valuations and return strategies: pursuit of market upside potential, diversification considerations and tapping trends in disruptive assets and international markets.

Sponsors of this webcast may contact registrants. This webcast is for financial professionals only.

Speakers:

Tobias M. Levkovich is the Chief U.S. Equity Strategist for Citi Investment Research and is a member of Citi’s Investment Strategy Committee. In this role he is responsible for assessing the direction of the market, setting the firm’s investment sector allocations, and compiling its Recommended List, a list of specific investments that he expects to appreciate in value. Tobias assumed his current role in 2001. He was accorded slots for portfolio strategy repeatedly during the 2002-2014 period. Institutional Investor All-America Research Team (II) poll and, was ranked third team in 2004 and 2007. SmartMoney magazine has also recognized Tobias as one of its “Power 30 Thinkers”, its “Best Market Seer” and its “30 Smartest People in Investing”. Prior to assuming his current role, Tobias spent 13 years analyzing the engineering, construction, and machinery industries and was recognized consistently for his accurate investment recommendations and analysis by Institutional Investor, The Wall Street Journal, and Reuters. Tobias began his career as an assistant vice president in the research department of L.F. Rothschild & Co. He holds a bachelor’s in commerce from Concordia University in Montreal and attended Boston University’s Graduate School of Management.

Fabrice Hugon is Managing Director and Head of Americas Sales – Structured Investments for Cross Asset Solutions within Citi Markets and Securities Services. Based in New York, Fabrice leads a team of professionals covering North America and Latin America development and distribution of structured solutions across all retail client channels – consumer banks, RIAs, private banks and family offices.

Fabrice joined Citi in September 2018 in this capacity. Delivering Citi’s global capabilities into the target markets, Fabrice partners with colleagues across Citi’s institutional Clients Group to deliver Citi’s market-leading content, strategies, products and platform to clients. The product offering spans registered notes, deposits, OTC derivatives, funds, quantitative investment strategies and other bespoke investment solutions.

Fabrice has over 19 years of experience in financial services. Before assuming his current role, Fabrice was Head of Equity Derivatives Sales and Financial Engineering for Natixis, leading sales and product development in the Americas. Previously Fabrice was a Senior Managing Partner at Elkhorn where he was responsible for developing and designing Elkhorn’s range of structured products and other derivatives based solutions. Prior to this, Fabrice was Managing Director, Head of Equity Derivatives Sales for Americas within BNP Paribas, where he led the structuring of the first fund-linked structured product and deployed numerous derivatives, market-linked CDs and investment platforms in the U.S.. He began his career in capital markets with Societe Generale in London, later holding roles Luxembourg and New York.

Fabrice holds a Masters in Finance from the University of Paris. He is a frequent speaker at industry events and has been involved in the derivatives market since the birth of the structured product industry in the U.S. in early 2000.

Fabrice lives in Westchester New York with his wife and two sons.