Overview: |
| Title: Energy, conflict, and markets: what investors need to know |
| Date: Friday, April 10, 2026 |
| Time: 10:00 AM Eastern Daylight Time |
| Duration: 1 hour |
Register Now: |
| Already Registered? |
Summary: |
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NOW ON DEMAND
Geopolitical risk cannot be avoided, but it can be managed. This session will provide frameworks, not forecasts, to help investors connect today’s developments to long-term asset allocation, diversification, and portfolio positioning. Accepted for 1 CFP / IWI / CFA CE Credit |
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Speakers: |
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Michael “Macro Mike” LoGalbo is a Global Market Strategist at New York Life Investment Management, where he is responsible for economic and market research, asset allocation perspectives, and thought leadership to empower investment decision-making. He has a deep passion for macro investing. His unique approach integrates expertise in economics, markets, politics, and geopolitics to craft fundamental and quantitative top-down investment insights. A prolific writer on economic and capital market themes, Michael empowers a wide range of investors with actionable investment insights on a weekly basis. Combining his creativity and quantitative skills, Michael could also be referred to as the “Chief of Charts” as he leads the group on data analysis and visualization. Michael also provides a valued voice in the client and public sphere, where he shares perspectives on the evolving global macro landscape. He is most often sought for his ability to simplify complex economic concepts and market trends. Michael brings years of experience from both public and private markets, and macro to micro. He is a CFA Charterholder, graduated from the University of Southern California and holds a Master’s Degree in International Economics from Johns Hopkins and an MBA from the Wharton School. |
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John Sitilides is Principal at Trilogy Advisors LLC in Washington, D.C., specializing in geopolitical risk, international security, and federal government affairs, and serves as Senior Fellow for Global Risks at the Center for the National Interest. He provides geopolitical and geo-economic risk insights and intelligence to capital market, institutional investor, and industry leader clients, and is a corporate speaker on risk management and the business impacts of international security policies, advising clients to better understand, anticipate, and mitigate risk. From 2006 to 2023, he was a U.S. Department of State Diplomacy Consultant under Presidents Biden, Trump, Obama, and Bush, managing professional development at the Foreign Service Institute, the diplomacy academy for American foreign policy professionals. He has testified before Congress and is a frequent national security commentator on U.S. and international broadcast, print, and digital media. Sitilides holds a Master’s Degree in International and Public Affairs from Columbia University and launched his career in the U.S. Senate. His wife is an attorney and businesswoman, and they have four sons. |
This material represents an assessment of the market environment as of a specific date and is subject to change; and is not intended to be a forecast of future events or a guarantee of future results. This information should not be relied upon by the reader as research or investment advice regarding any investment product or any issuer or security in particular.
The strategies discussed are strictly for illustrative and educational purposes and are not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. There is no guarantee that any strategies discussed will be effective.
This material contains general information only and does not take into account an individual’s financial circumstances. This information should not be relied upon as a primary basis for an investment decision. Rather, an assessment should be made as to whether the information is appropriate in individual circumstances and consideration should be given to talking to a financial advisor before making an investment decision.
New York Life Investment Management” is both a service mark and the common trade name of the following investment advisers affiliated with New York Life Insurance Company: Andera Partners (Andera), Apogem Capital LLC (Apogem), Ausbil Investment Management Limited (Ausbil), Bow River Asset Management, LLC (Bow River), Candriam S.C.A. (Candriam), Kartesia Management S.à r.l. (Kartesia), MacKay Shields LLC (MacKay Shields), New York Life Investment Management LLC, NYL Investors LLC (NYL Investors), and Tristan Capital Partners LLP (Tristan).Assets under management (AUM) includes assets of the investment advisers that make up “New York Life Investment Management” as of 3/31/2025. AUM includes certain assets, such as nondiscretionary AUM, external fund selection, and overlay services, including ESG screening services, advisory consulting services, white labeling services, and model portfolio delivery services, that are not necessarily considered Regulatory Assets Under Management according to the SEC’s Form ADV. AUM is reported in USD. AUM not denominated in USD is converted at the spot rate as of 3/31/2025.The total AUM figure for “New York Life Investment Management,” as a brand, is less than the sum of the AUM of each affiliated investment adviser in the group because it does not count AUM where the same assets can be counted by more than one affiliated investment adviser. In addition, AUM includes assets of certain, but not all, investment advisers affiliated with New York Life Insurance Company and excludes assets managed by Bow River Asset Management, LLC and Andera Partners. AUM is based on estimates and is subject to change.New York Life Investment Management” is both a service mark and the common trade name of the following investment advisers affiliated with New York Life Insurance Company: Andera Partners (Andera), Apogem Capital LLC (Apogem), Ausbil Investment Management Limited (Ausbil), Bow River Asset Management, LLC (Bow River), Candriam S.C.A. (Candriam), Kartesia Management S.à r.l. (Kartesia), MacKay Shields LLC (MacKay Shields), New York Life Investment Management LLC, NYL Investors LLC (NYL Investors), and Tristan Capital Partners LLP (Tristan).Assets under management (AUM) includes assets of the investment advisers that make up “New York Life Investment Management” as of 3/31/2025. AUM includes certain assets, such as nondiscretionary AUM, external fund selection, and overlay services, including ESG screening services, advisory consulting services, white labeling services, and model portfolio delivery services, that are not necessarily considered Regulatory Assets Under Management according to the SEC’s Form ADV. AUM is reported in USD. AUM not denominated in USD is converted at the spot rate as of 3/31/2025.The total AUM figure for “New York Life Investment Management,” as a brand, is less than the sum of the AUM of each affiliated investment adviser in the group because it does not count AUM where the same assets can be counted by more than one affiliated investment adviser. In addition, AUM includes assets of certain, but not all, investment advisers affiliated with New York Life Insurance Company and excludes assets managed by Bow River Asset Management, LLC and Andera Partners. AUM is based on estimates and is subject to change.