Now On Demand.
Markets are moving fast – if you don’t stop and look around, you might miss it. The economy, financial markets, and policy are changing more rapidly than in any previous business cycle. We offer an opportunity to hear from two experts on their global outlook. We’ll discuss:
Why interest rates are falling in the face of rising inflation and strong growth?
What’s next for equity markets as they remain hyper-sensitive to yield curve dynamics?
What are the implications of the two Chinas?
Speakers:
Lara RhameChief U.S. Economist, Managing Director, Investment ResearchFS Investments
Lara is Chief U.S. Economist and Managing Director on the Investment Research team at FS Investments, where she analyzes developments in the global and U.S. economy and financial markets. Her fresh take on macroeconomic issues helps to inform and develop the firm’s long-term views on the economy, investment trends and issues facing investors. Lara is committed to the Philadelphia community and serves on the boards of the Economy League of Greater Philadelphia, Hyperion Bank and Starr Garden Park.
Ryan CaldwellChief Investment Officer, FS Chiron FundsFS Investments
Ryan Caldwell is Managing Director at FS Investments where he also serves as Chief Investment Officer of the firm’s Chiron funds.
Mr. Caldwell joined FS in 2020 when the firm acquired Chiron Investment Management, the company which he co-founded in 2015. Prior to founding Chiron, Mr. Caldwell spent 14 years at Waddell & Reed, where he helped lead portfolio management decision-making for a suite of funds totaling $40 billion in assets under management, including Ivy Asset Strategy, W&R Asset Strategy and Ivy Funds/VIP Asset Strategy.
Mr. Caldwell has over 20 years of portfolio management experience. In 2009 he was named one of Institutional Investor magazine’s “Rising Stars of Mutual Funds,” and in 2007 he was a finalist for Morningstar’s Manager of the Year.
Mr. Caldwell serves as board advisor to Premier Boxing Champions and has previously served as a Director to Delta Topco Group and a board advisor to Legendary Entertainment. He holds a BBA from Texas State University.
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