Build Resilient Portfolios by Managing Geopolitical Risks – New York Life Investments – 2.4.20

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Summary:

Now On Demand.

The international landscape is fragile, requiring a determined effort to manage and prosper. Strategic disengagement of the U.S. and Chinese economies, the uncertainties surrounding Brexit and the European Union, and disruptive risk―which seems permanent in the Middle East―weigh heavily on macroeconomic risks.

At New York Life Investments, we are built on a legacy of managing volatility. Therefore, we have partnered with John Sitilides, diplomacy consultant to the U.S. Department of State and head of Trilogy Advisors, to help you better understand what these geopolitical shifts mean for your clients’ portfolios.

Join us for a live webcast to discuss:

  • Strategic disengagement of the U.S. and Chinese economies
  • Growing regional and global threats, particularly from Iran
  • Europe’s internal governing crises and EU enduring uncertainties


Sponsors of this webcast may contact registrants.

Speakers:

Speaker Prfile Image Ian Forrest
Global Chief Marketing Officer
New York Life Investments

Ian is responsible for New York Life Investments’ marketing strategies across its entire business, including the firm’s U.S. intermediary and global alternatives and institutional efforts. He is also a recognized global leader in developing transformational marketing organizations.

Speaker Prfile Image John Sitilides
Principal
Trilogy Advisors

John is a Washington D.C. government affairs specialist and diplomacy consultant to the U.S. Department of State (under contract). He shares his insights into U.S. and global risk trends, international threat assessments, and geopolitical strategies through customized briefings that explore the complex political and geo-economic decisions that impact global markets, to help clients better understand, anticipate, and mitigate risk.

Speaker Prfile Image Lauren Goodwin, CFA
Portfolio Strategist
New York Life Investments

Lauren is an economist and strategist for New York Life’s Multi-Asset Solutions team, which manages over $11 billion in client solutions, as of 12/31/19. Her work focuses on mapping global economic and geopolitical trends to actionable investment insights.

Overview:

Title: Build Resilient Portfolios by Managing Geopolitical Risks
Date: Tuesday, February 4, 2020
Time: 1:00 PM Eastern Standard Time
Duration: 1 hour

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Accepted for one hour of CFP®, CFA® & CIMA®, CIMC®, CPWA® or RMASM CE Credit for webcast attendees. RIA Database is registered with the CFA Institute as a Sponsored Provider of Live CE Programs for CFA Charterholders. To receive credit, please enter your CFP Board Number/CIMA ID Number/CFA Institute ID below.
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John Sitilides and Trilogy Advisors are not affiliated with New York Life Insurance Company or its subsidiaries. “New York Life Investments” is both a service mark, and the common trade name, of the investment advisors affiliated with New York Life Insurance Company. FOR REGISTERED REPRESENTATIVE USE ONLY. NOT TO BE USED WITH THE GENERAL PUBLIC. 1841522