7:30am – 8:25am

Registration and Breakfast

Location:
Spangler Meredith Room

8:25am – 9:10am

Opening Keynote

Speaker:
Edwin Jager (The D. E. Shaw Group)

Location:
Spangler Auditorium

9:15am – 10:00am

Morning Keynote

Speaker:
Pam Holding (Fidelity Investments)

Location:
Spangler Auditorium

10:10am – 11:00am

Late-Stage Cycle Trends in Global Equities
This Panel will cover current investment themes and opportunities created by sector positioning and style trends in the longest post-War bull market on record.

Speakers:
Damola Adamolekun (Paulson & Co.)

Miguel Fidalgo (Triarii Capital)

Pedro Ramos (Somar Capital)

Location:
Aldrich 110

10:10am – 11:00am

Equality in the Investment Industry
Promoting equality, representation and tackling pay discrepancies

Speakers:
Annabel Downs (Goldman Sachs)

Janet Cowell (Girls Who Invest)

Courtney Ann (Investor Speak)

Location:
Aldrich 111

10:10am – 11:00am

Global Macro
The return of volatility, unwinding of global debt and de-dollarization

Speakers:
Grant Williams (Real Vision)

Erik Townsend (Macro Voices)

Julian Brigden (MI2 Partners)
Tom Thornton (HF Telemetry)

Location:
Aldrich 112

10:10am – 11:00am

Student Stock Pitch Competition
Students who submitted the top three investment write-ups in the first phase of the competition will pitch their ideas to a panel of professional judges; cash prizes will be awarded

Location:
Aldrich 109

11:10am – 12:00pm

Fixed Income
An inflection point in a 35-year trend? What rising rates mean for fixed income markets and the opportunities created

Speakers:
Jonathan Lewis (Fiera Capital)

Tony Greer (TG Macro)

Simon White (Variant Perception)

Location:
Aldrich 110

11:10am – 12:00pm

Emerging Markets Investing
Global value chain capture, middle income consumption, manufacturing and resource opportunities

Speakers:
Ashish Chugh (Loomis Sayles)

Ashraf Haque (Sands Capital)

Soo Chuen Tan (Discerene Group)

Location:
Aldrich 111

11:10am – 12:00pm

Eurodollar Shortage
Fireside chat with Jeff Snider, Chief Investment Strategist of Alhambra Partners, on the market effects of global Eurodollar shortage

Speakers:
Jeff Snider (Alhambra Partners)

Erik Townsend (Macro Voices)

Location:
Aldrich 112