Beyond the Headlines: International Market Opportunities in a Volatile World – Nationwide – 9.3.26

Summary:

Join us as we discuss the following topics:

• AI adoption/boom
• Valuation markets
• Emerging markets
• Momentum reversals
• Leadership styles
• Market volatility

Accepted for 1 CFP / IWI / CFA CE Credit

Speakers:

Mark Hackett serves as Chief Market Strategist. As a leader for Nationwide’s capital markets analysis, Mark develops content to educate financial advisors and their clients on financial markets and implications for investors. In this role he is responsible for asset class research, market commentary, white papers and topical market pieces. He has been featured in numerous financial publications and webinars.

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 began his investment career at the Vanguard Group as a research associate in the fixed income group.

Mark has been interviewed by and quoted in numerous media outlets, including The Wall Street Journal, CNBC.com, CNN Money, The Associated Press, Money and several others. He also contributes weekly market commentary to the Nationwide Advisor Advocate Blog.

He earned his Bachelor of Science in Business Administration with concentrations in Finance and Economics at the University of Richmond, holds Chartered Financial Analyst (CFA) and Chartered Market Technician (CMT) designations and is a member of the CFA Institute.

Joined Schroders in 2014. Investment career commenced in 1990. Currently Chief Investment Officer (Equities) and Global Equity Portfolio Manager. Based in London, UK. Alex joined Schroders from American Century Investments in New York, where he was Senior Vice President and Senior Portfolio Manager (Global and Non-US Large Cap Strategies). Prior to this, he was with Morgan Grenfell / Deutsche Asset Management Ltd, where he worked in various capacities including Managing Director and Head of International Equities/Portfolio Manager. Alex initially joined Schroders in 1990, working in the UK and Germany where he was responsible for promoting European equity mandates alongside Schroders’ Private Equity operation. Educated in the UK and Switzerland, Alex concluded his studies with an MA in Economics and Business Administration at University of Freiburg/Fribourg, Switzerland

Daniel serves as Senior Vice President of International Equities and a portfolio manager for Bailard’s international equity strategies. He leads the team’s quantitative research, driving model enhancements in country and security selection. Critically, he also works closely with the firm’s analysts to bridge quantitative and fundamental insights which collectively determine strategy implementation. Dan joined Bailard in 2011 as a quantitative analyst, following a summer internship with the firm and receiving his Master’s degree in financial mathematics from Stanford University. Prior to Stanford, he earned Bachelor’s degrees in business administration from Wilfrid Laurier University and in mathematics from the University of Waterloo with high distinction. Dan received his Chartered Financial Analyst^® designation in 2014.

As a portfolio advisor with Wellington Management, Clinton works closely with portfolio managers as well as the firm’s macroanalysts and asset allocation strategists to articulate the firm’s investment strategies to clients and prospects. Within the Portfolio Advisor Group, he covers a variety of strategies and asset classes, including equities, alternatives, and fixed income. He represents the firm’s global investment capabilities and advises clients, prospects, and consultants on global investing issues.

Prior to joining Wellington Management in 2014, Clinton was a vice president in the Global Markets Division at Barclays and head of Trading Risk for Agency Derivatives Services in the Americas. Before Barclays, he cofounded the partnership Royalty Capital Advisors. Previously, he was an investment banker in the Private Capital Markets group at Lehman Brothers.

Clinton earned his MBA in finance from the University of Pennsylvania (Wharton) and his BA in economics, cum laude, from Harvard University.