Upcoming Events
Wed, May 21AlexandriaWe’re excited to welcome Michael Mauboussin, Head of Consilient Research at Counterpoint Global, for a fireside chat, moderated by Michael Olsen, WAMM board member and Portfolio Manager at Motley Fool Asset Management—generously sponsored by Motley Fool Asset Management.
Past Events
April 2025
The State of the U.S. Consumer Through the Lens of Asset-Backed Securities
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
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 Inteligence
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