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Asset Allocation Mix for 2024
Katherine Molnar, CFA, Fairfax County Police Officers Retirement System
Nils Overdahl, CFA, New Century Advisors
Shawn Snyder, JP Morgan Private Bank


January 25, 2024
Thursday 06:00 PM
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Join Washington Association of Money Managers on
Thursday, January 25th for a discussion on


Asset Allocation Mix: Investing After the Year-End Rally



Location:
National Press Club, the Murrow-White-Lisagor Room

Time:
Reception will begin at 6:00 PM ET
Panel discussion will begin at 6:30 PM ET

COVID-19 Safety Guidelines: We require all registrants to be vaccinated against COVID-19 prior to attending WAMM events. For the National Press Club policy on COVID requirements, please see https://www.press.org/safetyfirst for more information.

A balanced portfolio of equities, bonds, and alternatives remains the best way for investors to preserve and grow wealth over time as it offers durable returns, diversification benefits, and dependable growth. Still, multi-asset managers should stay dynamic in their allocation calls given higher structural rates and heightened market volatility. Adding alpha through smaller, targeted positions rather than big asset allocation calls (e.g., overweight equities, underweight fixed income) could be the key to successfully navigating the markets in 2024. While the recent rally in risk assets and the decline in U.S. interest rates have eased the headwinds from a higher cost of capital, those pressures have not been eliminated. As a result, risk management is crucial, and investors should be looking out for it.

Stay ahead of unexpected market turns as our all-star panel of seasoned industry experts walk us through their market expectations for 2024 and beyond. Katherine Molnar, CFA currently serves as Chief Investment Officer of the Fairfax County Police Officers Retirement System, a $2 billion plan. Nils Overdahl, CFA is a Principal and Senior Portfolio Manager at New Century Advisors, a $4 billion asset manager in Chevy Chase, Md. Shawn L. Snyder, Executive Director, is a Global Market Strategist on J.P. Morgan Private Bank’s Global Investment Strategy Team.

Please note that the Chatham House Rule applies – neither the comments of the speaker nor those of other participants are for attribution.

Please register below by 6:00 PM ET on Thursday, January 25, 2024. The event is $0 for WAMM members, $55 for non-members, and $25 for student non-members. Please try to register early, as the space is limited! All event attendees must use the QR code below for entry into the National Press Club.


Katherine Molnar, CFA
Chief Investment Officer
Fairfax County Police Officers Retirement System

Katherine Molnar joined Fairfax County Retirement Systems in 2013 and currently serves as chief investment officer of the Fairfax County Police Officers Retirement System, a $2 billion plan. Her responsibilities include all aspects of portfolio management and oversight, including strategic and tactical asset and risk allocation, selection, and supervision of external investment managers and risk management.

From 2001 until 2012, Katherine was vice president, senior research analyst at AIG Investments’ Hedge Fund Solutions Group – both in London and New York. At AIG Investments, Katherine was responsible for due diligence procedures and research including: sourcing new managers, monitoring current hedge funds, analyzing portfolio risk and performance, making new investment recommendations to an investment committee, as well as hedge fund asset allocation recommendations for portfolio construction. She was additionally responsible for portfolio reviews and overall asset allocation recommendations for external client portfolios. Previously, she was vice president, market research analyst at Citigroup Investments’ Alternative Investment Strategies group. Prior investment management experience includes positions at Paribas Asset Management, as well as Trevor Stewart Burton & Jacobsen.

Katherine received a Bachelor of Science in business administration/finance from the University of North Carolina at Chapel Hill. She is a CFA charterholder.

Nils Overdahl, CFA
Principal and Senior Portfolio Manager
New Century Advisors, LLC

Nils Overdahl, CFA is a Principal and Senior Portfolio Manager at New Century Advisors, LLC, a $3.7 billion asset manager in Chevy Chase, Md. He joined New Century Advisors at its founding in 2002. Nils is a member of the firm’s Executive Committee, and he is responsible for New Century’s US TIPS and Global Inflation-linked Bond strategies, and he co-manages the firm’s Multi-Asset strategies.

Prior to joining the firm, Nils worked at Salomon Smith Barney and Mellon Bank, where he traded and performed credit analyses on a $2 billion fixed income team. Nils has appeared on Bloomberg Television, CCTV, and Alhurra TV to discuss the outlook for policy and the global bond markets.

He received an M.B.A. from the University of Chicago’s Booth School of Business and a B.S. from the University of New Hampshire. He holds the Chartered Financial Analyst designation.

Shawn Snyder
Global Investment Strategist
J.P. Morgan Private Bank

Shawn L. Snyder, Executive Director, is a Global Market Strategist on J.P. Morgan Private Bank’s Global Investment Strategy Team. In this role, Shawn is responsible for delivering timely market and economic insights to J.P. Morgan’s Wealth Management clients. He has been a television guest on CNBC, Bloomberg, Fox Business Network and Yahoo Finance. He has also been quoted in the financial press, including The Wall Street Journal, CNBC, CNN, Barron’s, Fortune, Bloomberg, Business Week and MarketWatch. He has published opinion pieces for CNN Business, Forbes and MarketWatch.

Prior to joining J.P. Morgan, Shawn served as the Head of Investment Strategy at Citi U.S. Wealth Management, where he acted as the lead Investment Strategist for the North American consumer client base consisting of high-net-worth and mass affluent clients. He was also a voting member of Citi’s Global Investment Committee. Earlier in his career at Citi, Shawn was a Vice President at Citi Private Bank, where he worked in the Office of the Chief Investment Strategist and also served as a U.S. Economist in Citi’s Institutional Clients Group with a specific focus on U.S. equity themes. Before joining Citi, Shawn worked at the White House’s Office of Management and Budget, and also served as an Economist at the U.S. Bureau of Economic Analysis.

He holds a master’s degree in Economics from George Mason University and attended business school at the University of Maryland’s Robert H. Smith School of Business. He obtained his bachelor’s degree in Economics and Finance from Marian University.



Location:
The National Press Club
529 14th Street NW
13th Floor
Washington, DC