2020 Investment Advisor Forum

This is the industry’s premier portfolio management conference. This 2-day event is the gathering place for 600+ advisors. Learn advanced portfolio management techniques from industry heavy weights, political experts and practitioners.

Jonathan Golub, Managing Director

Credit Suisse

Jonathan Golub, managing director and chief U.S. equity strategist, Credit Suisse, is responsible for the firm’s equity outlook, including market and earnings forecasts, as well as sector and thematic recommendations. A 30-year industry veteran, Mr. Golub previously served in senior investment strategy roles on the buy-side at JP Morgan Asset Management and the sell-side at Bear Stearns, UBS and RBC. He is a graduate of the Wharton School of the University of Pennsylvania, a CFA charter holder, and has been recognized as a top-ranked strategist by Institutional Investor.