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April 2025
The State of the U.S. Consumer Through the Lens of Asset-Backed Securities
Past Events
Van Hesser
Senior MD/Chief Strategist
KBRA
Michael Fratantoni, PhD
Chief Economist
Mortgage Bankers Association
Kate Fulton
Managing Director
BlackRock
Michelle Stasny
Counsel
Mayer Brown
Ivor Schucking
Managing Director
Aristotle
Mary Stone
Managing Director
Piper Sandler
Ranjit Sufi
Managing Director
Aristotle
Jack Kahan
Senior Managing Director
KBRA
Felix Zhang
Partner
Ares
Thomas Holber
Director
Barclays
Anna Roginkin
Senior Director
KBRA
March 2025
High Yield in 2025 and Beyond: A Systematic Approach Seeking to Construct High-Income Portfolios
Marty Fridson, CFA
CEO
FridsonVision High Yield Strategy
Brendan Murphy, CFA
Head of Fixed Income, NA
Insight Investment
Benjamin Smith
Senior Fund Manager
MissionSquare Retirement
Danel Cahill
Head of NA Sub-Advisory
Insight Investment
Paul Benson, CFA, CAIA
Head of Systematic FI
Insight Investment
Anthony Canale
Global Head of Research
Covenant Review
Jacques de Saint Phalle
Managing Director
Piper Sandler
February 2025
Commercial Real Estate in Focus: 2025 Trends to Watch
Casey Nolan
Senior Managing Director
CRC Companies
Bruce Pascal
Executive Managing Director
Cushman & Wakefield
Ryan Riel
Executive Vice President
Eagle Bank
Casey Nolan
Senior Managing Director
CRC Companies
Vaibhav Vish
Co-Portfolio Manager
FJ Capital Management
January 2025
Strategic Asset Allocation: How to Prepare Your Portfolio for a Bumpy 2025
Timothy Calkins, CFA
Co-Chief Investment Officer
Nottingham Advisors
Ric Edelman
Founder
Edelman Financial Engines
Adela Skenderasi, CFA
Partner/Portfolio Manager
Brown Advisory
December 2024
Revisiting Emerging Markets: Opportunities and Risks Ahead
Gabriel Espana
MD/CEO
Iskali Capital Group
Oliver Fratzscher
CEO
EM Leaders
Sean Stein
President
US-China Business Counsel
Derek Scissors, PhD
Senior Fellow
American Enterprise Institute
November 2024
Artificial Intelligence: An Overview of the Tech Sector and Its Risks
Daniel Pilling
Portfolio Manager
Sands Capital
Scott Nissenbaum
President/CEO
Ben Franklin Technology Partners
Rishi Khan
Founder/CTO
Extreme Scale Solutions
Dominic Rizzo
VP/Portfolio Manager
T. Rowe Price
October 2024
Finance and Politics: New Insights for 2024 and Beyond
Hugo Dante
Vice President
Washington Analysis
Jeff Dinwoodie
Partner
Cravath, Swaine & Moore
Edwin Groshans
Senior Research Analyst
Compass Point Research & Trading
September 2024
ETFs in 2H24 and Beyond:New Paths to Growth
Eric Balchunas
Senior ETF Analyst
Bloomberg Intelligence
John Davenport, PhD
Senior ETF Specialist
Invesco
Simeon Hyman, CFA
Global Investment Strategist
ProShares
Brad Zucker, CFA, CAIA, FRM
Senior Product Strategist
BlackRock
Dan Doischen, CETF, CMFC
Senior Manager
ProShares
May 2024
State of the Markets: Fireside Chat with Legendary Investor
Leon Cooperman
Founder, Omega Advisors, Inc.
Chairman & CEO, Omega Family Office, Inc.
April 2024
U.S. Economic and Political Prospects for 2H24 and Beyond
Kate Fulton
Managing Director
Blackrock
Jody Lurie, CFA
Senior Credit Analyst
Bloomberg Intelligence
Anna Wong
Chief US Economist
Bloomberg Intelligence
March 2024
Revisiting Trends in Banking for 2H24 and Beyond
David Bishop, CFA
Director
Hovde Group
Bill Boyan
Managing Director
Piper Sandler
Martin Freedman
Managing Member
FJ Capital Management
Trevor Montano
Managing Member
West Potomac Capital
Laurie Hunsicker
Senior Analyst
Seaport Research Partners
February 2024
Energy Transition: The Bull/Bear Renewables Debate
Michael Cohen
Chief US Economist/Head of Oil & Refining
bp
Stephen Morel
CEO
Montgomery County Green Bank
Chris Versace
CIO/Thematic Strategist
Tematica Research
January 2024
Asset Allocation Mix: Investing After the Year-End Rally
Katherine Molnar, CFA
CIO
Fairfax County Police Officers Retirement System
Nils Overdahl, CFA
Principal/Senior PM
New Century Advisors
Shawn Snyder
Global Investment Strategist
J.P. Morgan Private Bank
July 2021
ETF Issues in 2021 and Beyond
Lara Crigger
ETF Trends and
ETF Database
Mariana Bush, CFA
Wells Fargo Investment Institute
Todd Rosenbluth
CFRA
June 2021
ETF Market Trends: Portfolio Strategies from an ETF Perspective
Gargi Pal Chaudhuri
Black Rock
Kieran Kirwan, CAIA
ProShares
Shaun Wurzbach
Tematica Research
May 2021
Equity Market Investing from a Value Perspective
Robert Robotti
Robotti & Company
April 2021
Investing in Sustainable Oceans and Clean Water Panel
Matthew J. Diserio
Water Asset Management, LLC (WAM)
Daniela V. Fernandez
Sustainable Ocean Alliance
Olivia C Hipkinsis
Green Atlas Consulting
March 2021
Digital Currencies and Blockchain Panel
Matt Hougan
Bitwise Asset Management
Stephen Mathai-Davis
Q.ai
March 2021
Real Estate Investing After COVID-19 Panel
David Wertheim
Invesco
​
Michael Joyce
Oranswell Realty Partners
Josh Barber, CFA
Diamond Hill Capital Management
January 2021
Taxable and Tax-Exempt Fixed Income Investment Outlook
Tom Tzitzouris
Strategas
​
Tom Kozlik
Hilltop Securities’
Michael Decker
Bond Dealers of America
Decemeber 2020
Equity Investing in 2021
Sam Stovall
CFRA Research
​
Michael Sheridan, CFA
​
Joe Rabil
Rabil Stock Research
November 2020
Retail Roundup
Dana Telsey
Telsey Advisory Group (TAG)
October 2020
Retail Roundup
Isaac Boltansky
Compass Point Research & Trading
Stefanie Miller
FiscalNote Markets
Ed Mills
​Raymond James
​
September 2020
Market & Economic Perspectives from Goldman Sachs
Candice Tse
Goldman Sachs
June 2022
Investing in Digital Assets, Blockchain Technology, and Decentralized Finance
Dan Dolev
Mizuho Americas
Ric Edelman
Edelman Financial Engines
Dan Weiskopf
Toroso Investments
May 2022
Investing in Developing Markets
Matthew Nigrelli
USAID
Prasad Subramaniam Kotak Mahindra Bank
Jean van de Walle Sycamore Capital
April 2022
Macroeconomic Outlook for 2022 and Beyond
Darrell Cronk, Wells Fargo & Company
William Lee
Milken Institute
March 2022
Public Policy, Politics, and the Political Outlook for 2022 and Beyond
Mick Mulvaney
Former White House Chief-of-Staff
Raj Date
Fenway Summer LLC
Isaac Boltansky
BTIG
Febuary 2022
Real Estate Panel
Floris van Dijkum
Compass Point Research and Trading
David Wertheim
Invesco
Michael Joyce
Oranswell Realty Partners
January 2022
Fixed Income Market Update
Ellen Safir
New Century Advisors
December 2021
Behavioral Finance - New Year’s (Investing) Resolutions
Michael D. Bailey, CFA
FBB Capital Partners
Joseph F. Healy, CFA Beacon Investment Advisory Services
Raife Giovinazzo, PhD, CFA Fuller & Thaler Asset Management, Inc.
Gary Mishuris, CFA
Silver Ring Value Partners
Sarah Newcomb Ph.D. Morningstar, Inc.
November 2021
Retail Sector Roundup
Dana Telsey
Telsey Advisory Group
October 2021
Technology Sector Investments
John K. Freeman, CFRA
Guaylon Arnic, Profit Investments
Fred McClimans, Futurum
Thomas H. Trentman, CFA, Sands Capital
Bill Whyman, Tech Dynamics, LLC
September 2021
Opportunities in the Financial Services Sector: An Investor's Perspective
Eric Blankenstein
Ginnie Mae
Cheryl Pate, CFA, Angel Oak Capital
Scott Siefers
Piper Sandler
Kyle Hauptman, National Credit Union Administration
Steven Stein
FSI Group, LLC
May 2023
Economic and Investing Outlook for 2H2023 and Beyond
Nathan Sheets, Ph.D.
Citi
Cary Greenspan, CMT, United Bancshares
April 2023
Technology Investing Outlook
John K. Freeman Ravenswood Partners
Daniel Ives
Wedbush Securities
Daniel Pilling
Sands Capital
March 2023
Fintech, Crypto, and Web3 Outlook
Dante Disparte, Circle
Greg Lisa, Element Finance, Inc
Anthony Tu-Sekine, Seward & Kissel LLC
Anthony Tuths, KPMG
Chase White, Compass Point Research & Trading LLC