Date: Wednesday, June 29, 2022
Time: 1:00 pm ET | 10:00 am PT
With intense volatility affecting the financial markets today, advisors can benefit from insights into the current investing climate and what lies ahead. Gain a deeper appreciation of what’s driving volatility today, based on the latest insights from the industry’s top asset managers. These portfolio experts will highlight what they see ahead for the markets in the context of current trends, and what has driven positive investment results in recent years. In addition, they will outline their best practices in portfolio management, team structure, philosophy, research and other factors – revealing strategies and steps that financial advisors can embrace in their own practices.
Join this complimentary webcast to take a deep dive into what drives success for top managers year after year.
- Who was named ThinkAdvisor’s Asset Manager of the Year Award winners for 2022 lead portfolios, and what helped them to achieve this honor.
- Asset management best practices and what they mean for your firm.
- Current dynamics in the financial markets and expected market trends.
- And more!
|Steve Alley | President | Alley Company
Steve is the President of Alley Company and has investment experience dating back to 1983. He founded the firm in 1998 after a 12-year career with Morgan Stanley, including five years as Managing Director of Private Client Services and the Institutional Equity Department in Chicago. He earned a bachelor’s degree in business administration and an MBA in finance from the University of Wisconsin, where he was a student in the Applied Securities Analysis Program.
|Tim Clift | Chief Investment Strategist | Envestnet
Tim leads research and consulting services for Envestnet, including a team of analysts responsible for the selection and monitoring of investment managers. Earlier, he was the Chief Investment Officer and Chairman of the Investment Committee at FundQuest, which he joined in 1994.
|Vladimir Kravets | Vice President, Relationship Manager | Acadian Asset Management
Vlad joined Acadian in 2015 and is a member of the Global Client Group, responsible for servicing sub-advisory relationships. Previously, he held positions at State Street as a senior auditor and a risk and compliance analyst in the U.S. investor services division. Vlad received an M.B.A. with a concentration in finance and strategy & innovation from Boston University and a B.S. in corporate finance and accounting from Bentley University.
|Chengjun (Chris) Wu | VP and Senior Portfolio Manager | Federated Hermes
Chris Wu is a senior portfolio manager. He is currently responsible for portfolio management and research in the domestic fixed income area, focusing on multi-sector products. Chris joined Federated Hermes in 2006 and has more than 15 years of experience in the industry. Prior to his position at Federated Hermes, Chris was a financial analyst for Quantitative Risk Management, Inc. and was a senior software engineer at Motorola Inc. Chris earned a bachelor’s degree from Beijing Normal University, a master’s degree from the University of Illinois at Chicago, and an MBA from the University of Chicago, Booth School of Business.