Investing in an expensive world – MainStay Investments – 3.13.18

Summary:

Now On Demand.

Stronger global economic growth, moderate inflation, and U.S. corporate tax reform fueled global equity markets in 2017. While this environment may persist, rich valuations across asset classes will require investors to be more selective. Please join MainStay and Winslow Capital for this in-depth discussion that will cover:

  • Disruptive technologies which will provide meaningful challenges and opportunities for the firm, and will require robust security selection
  • Finding companies that can compound earnings growth and benefit from technological change will be increasingly important in a more narrow equity market

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

Speakers:

Poul Kristensen, CFA
Managing Director, Economist, and Portfolio Manager
New York Life Investment Management

Poul Kristensen, CFA is Managing Director, Economist and Portfolio Manager with New York Life Investment Management’s multi-asset strategic asset allocation & solutions (SAS) group, which has $10 billion assets under management. He joined NYLIM in 2011 to focus on global macroeconomic trends and investment strategy and has 17 years of experience in the industry, specializing in quantitative investment strategy and asset allocation.

Prior to joining NYLIM, he worked at Danske Bank Markets, where he specialized in tactical asset allocation and international macro and interest rate strategy. Before that, he was a senior strategist where he headed and coordinated tactical and strategic asset management.

Poul holds a Master’s degree in economics from Aarhus University (in Denmark), and he received his Certificate in Quantitative Finance (CQF) in 2011 and is a CFA Charterholder since 2004.

Barry Peters, CIMA
Managing Director
Winslow Capital Management, LLC

Barry Peters, CIMA, is Managing Director with Winslow Capital Management, LLC. With extensive industry experience, Mr. Peters focuses his expertise in Marketing and Client Service. He is responsible for Winslow Capital’s client service and client portfolio manager duties in support of Winslow’s strategic partners. Mr. Peters is a member of Winslow’s Management Committee.

Mr. Peters joined Winslow Capital Management in 2009 as managing director responsible for marketing and client service efforts. Prior to that, he was director of advisory services at Voyageur Asset Management, now RBC Global Asset Management, where he worked as a national sales manager. Mr. Peters also served in sales and marketing for Goldman Sachs & Company.

Mr. Peters graduated from the University of Maine with a B.S. in Finance and Economics.

Moderator: Robert Serenbetz
Portfolio Strategist
New York Life Investment Management

Robert Serenbetz is the Portfolio Strategist for Strategic Asset Allocation and Solutions Group (SAS). He contributes to investment thought leadership and communication efforts across New York Life Investment Management. He is responsible for investment strategy, portfolio construction, and capital markets research.

Prior to joining New York Life, Robert served at Credit Suisse Securities (USA) LLC (“CSSU”) where he worked for the CIO Americas team in the Private Bank. Robert received a B.A. in Economics and International Relations from Hobart and William Smith Colleges, where he was also inducted into Omicron Delta Epsilon (Economic Honors Society).

Overview:

Title: Investing in an expensive world
Date: Tuesday, March 13, 2018
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour

Register Now:

Already Registered?
*First Name
*Last Name
*Email
*Work Phone
*Company
*Title
*State
Accepted for one hour of CFP®, CFA® & CIMA®, CIMC® or CPWA® CE Credit for webcast attendees. RIA Database is registered with the CFA Institute as a Sponsored Provider of Live CE Programs for CFA Chartholders. To receive credit, please enter your CFP Board Number/CIMA ID Number/CFA Institute ID below.
CFP #
IMCA (CIMA, CIMC or CPWA) #
Zip Code for IMCA Submission

CFA Institute ID
Please submit any questions for our speakers



SHARE