After the Trump Rally – Is it Real or Just a Different Kind of Hope and Change? – Citi – 3.29.17

Summary:

This webcast is not available for On Demand replay, however, if you would like to speak with someone about what was presented in our webcast and other research at Citi, please contact us at the information below:

Joseph “JP” Connellan, Managing Director, Co-Head of Americas
Telephone #: 212-723-7114
Email: Joseph.P.Connellan@Citi.com
Website: https://www.citi.com/mss/

Please join Tobias Levkovich, Citi’s Chief U.S. Equity Strategist, as he shares his perspective on the impact of Trump one quarter into his presidency. You will also hear Citi’s perspective on earnings, investor sentiment, Fed policy, and economic prospects for the year ahead.

Speakers:

Tobias M. Levkovich is the Chief U.S. Equity Strategist for Citi Investment Research and is a member of Citi’s Investment Strategy Committee. In this role he is responsible for assessing the direction of the market, setting the firm’s investment sector allocations, and compiling its Recommended List, a list of specific investments that he expects to appreciate in value. Tobias assumed his current role in 2001. He was accorded slots for portfolio strategy repeatedly during the 2002-2014 period. Institutional Investor All-America Research Team (II) poll and, was ranked third team in 2004 and 2007. SmartMoney magazine has also recognized Tobias as one of its “Power 30 Thinkers”, its “Best Market Seer” and its “30 Smartest People in Investing”. Prior to assuming his current role, Tobias spent 13 years analyzing the engineering, construction, and machinery industries and was recognized consistently for his accurate investment recommendations and analysis by Institutional Investor, The Wall Street Journal, and Reuters. Tobias began his career as an assistant vice president in the research department of L.F. Rothschild & Co. He holds a bachelor’s in commerce from Concordia University in Montreal and attended Boston University’s Graduate School of Management.

Barbara Mullaney is Global Head of Citi Private Client Solutions, focusing on the retail segment for Citi Markets and Securities Services. She leads and drives global distribution strategy across the Americas, EMEA and Asia-Pacific, serving retail client segments including ultra-high-net-worth, high-net-worth, broad retail, mega-wealth and family offices.

Among the solutions offered by Private Client Solutions are notes, deposits, certificates, OTC derivatives, warrants, funds, rules-based investment strategies, municipal securities, taxable fixed income, and hedging and monetization solutions. These investments are tailored to meet investor goals such as wealth preservation, yield, growth, asset diversification, and access to emerging markets.

Barbara has over 25 years of experience in financial services, with nearly two decades in various leadership roles at Citi in EMEA and the Americas, including leading the firm’s retail structured products businesses in Europe and the Americas. Her experience ranges from leading capital markets sales teams and product structuring teams to corporate financial analysis. She is also a frequent speaker at structured investments industry conferences.

Prior to her tenure at Citi, Barbara worked at the former Arthur Anderson.

Barbara holds a B.S. degree in Economics and Accounting from St. John’s University. She is married with three children, and is active in numerous diversity and community programs.