Focus on Global Macroeconomics

The financial world is more connected than ever before. Learn from global industry leaders to gain confidence in your ability to identify and act on international economic trends.

  • Tuesday
    December 05, 2017

Tuesday, December 05

Session Speakers
7 a.m.


    7-8 a.m.

    Breakfast with Sponsors and Exhibitors

      8-9:15 a.m.

      Session #1: The Global Social and Economic Impact of the Coming Age of Transformation

      Technological changes will continue to impact society, work, politics, and geopolitics during this Age of Transformation. Like central bankers confounded by a world turned upside down from past historical models, the investment industry must face a new world where past performance is not indicative of future results. Learn how to harness change and use it for your clients’ advantage.

        9:15-9:30 a.m.

        Break with Sponsors and Exhibitors

          9:30-10:30 a.m.

          Session #2: Global Economic and Market Outlook

          Scott Welch, chief investment officer at Dynasty Financial Partners, shares a top-down global macro-economic outlook and potential opportunities to construct timely, “all-weather” portfolios for your clients.

            10:30-10:45 a.m.

            Break with Sponsors and Exhibitors

              10:45-11:45 a.m.

              Session #3: China: Time to Get Off the Sidelines

              If you knew of an equity market with high-quality companies experiencing rising earnings growth that was still attractively valued relative to other markets, your interest would probably be piqued. Yet despite favorable long-term fundamentals, economic growth and rising consumer wealth, for many investors, China's risks have outweighed its opportunities, leading to insufficient exposure to the country's equity markets; however, China continues to confound its skeptics. China remains the world's best consumer story, along with strong wage growth and low household debt. Update what you know about China to consider a more active allocation in this session..

                11:45 a.m.-12:30 p.m.


                  12:30-1:30 p.m.

                  Session #4: A Deeper Dive on the US Markets

                  With big changes in fiscal and monetary policy, much of the investment world’s attention is on the US. In this panel, expert portfolio managers share their views on the current investment landscape in the US, including their decision-making processes for identifying opportunities and risks.

                    1:30-1:45 p.m.

                    Dessert Reception with Sponsors & Exhibitors

                      1:45-2:45 p.m.

                      Session #5: A Deeper Dive into the Non-US Markets

                      Don’t let home-bias creep in, the rest of the world is ripe with opportunity too. In this panel, portfolio managers dissect the investment landscape outside of the US, with a particular emphasis on Europe, Australasia, Far East) and emerging markets.

                        2:45-3 p.m.

                        Break with Sponsors and Exhibitors

                          3-4 p.m.

                          Session #6: Ethics and the Financial Crisis

                          The financial debacle of 2008 and the fallout it caused to our economic infrastructure has increased corporate moral and social responsibility, creating a zero tolerance in our society for unethical behavior. Based on true-life experience and client case studies, this “no holds barred” presentation focuses on the costs of unethical leadership and steps an organization needs to take to instill guiding principles that become part of the corporate culture, including the ethical conflicts many investment advisors face in their role in guiding clients’ investments decisions.

                            Thank You to Our Participating Partners