Summary:
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Now on Demand.
Topics to be discussed:
- The Fed & Inflation – why we’re still positive on equities and cautious about fears of sustained inflation
- Reopening Trades & New Themes – encouraging trends in travel, cruise lines, and new opportunities in defense and energy
- Healthcare Developments – how recent dislocations in Biotech and IPO activity could create private investment opportunities
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Speakers:
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Michael Hearle
Chief Executive Officer, Co-Chief Investment Officer, Partner & Portfolio Manager
Clough Capital Partners
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Michael Hearle joined Clough Capital in 2012 and has over 25 years of industry experience in institutional research and investments. He is responsible for the public and venture stage private healthcare investments at the firm across all sub-sectors. Michael has invested in numerous developed and emerging healthcare markets around the world and served as a representative board member for various private investments, and has held several past and present board observer seats, including, among others, Centrexion Therapeutics Corp., ARMO Biosciences, Inc. (later acquired by Eli Lilly & Co.), and Amphivena Therapeutics Inc. Prior to joining Clough Capital, Michael covered the global healthcare sector as a Principal at Pequot Capital Management and later as a Portfolio Manager at Millennium Management and Noble Partners. Michael began his career at Merrill Lynch & Co., where he was promoted to Vice President in the International Institutional Equity Group. He remained in equity research with Leerink Partners, where he ultimately served as a Principal and Co-Director of Equity Research. His team at Leerink Partners ranked first from 2002-2004 in theInstitutional Investor‘Best of the Boutiques’ poll for Specialty Pharmaceutical research++. Michael holds a B.A. from The College of William & Mary. Michael is a former development board member of The Park Street School, and currently serves as a member of The Phillips Academy Andover Alumni Council. |
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Chuck Clough
Chairman, Co-CIO, Portfolio Manager
Clough Capital Partners
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Chuck has been active in the securities and investment business for over 53 years. Prior to founding Clough Capital, Chuck served as the Chief Global Investment Strategist from 1987 through 1999 at Merrill Lynch & Co., Inc. He earned a place as the top ranked strategist on Wall Street on three separate occasions and has been consistently recognized as a top strategist in areas such as U.S. equities, global investments, and fixed income.
Prior to his tenure at Merrill Lynch, Chuck was Director of Investment Policy and Chief Strategist at Cowen & Co. Previously, he served as the Director of Research and a Portfolio Manager at the Boston Company, a Portfolio Manager at Colonial Management Associates and a Vice President and Senior Research Analyst for both Donaldson, Lufkin & Jenrette and Alliance Capital Management Company. Chuck serves on the boards of a number of hospitals, as well as educational and charitable institutions, including his alma mater, Boston College. Chuck graduated magna cum laude with a major in History and a minor in Economics from Boston College and earned an MBA at the University of Chicago. |