Tuesday, 6 November, 8:40 am - 9:40 am EST

Building the Right “Defense” in Equities
Kate Moore
Managing Director and Chief Equity
Strategist, BlackRock  

• Combining both quantitative and fundamental approaches to position equity and multi-asset portfolios
• Building a good “defense” in stocks is multi-faceted, as rates transition from “lower for longer” to “higher at long last”
• Around-the-world views on fundamentals, valuation, technicals, credit spreads, sentiment, macro trends and more—from developed to emerging markets

Tuesday, 6 November, 4:30 pm - 5:30 pm

The Future of Blockchain: Millennials and Their Impact on Investment Management
Thomas J. Lee CFA
Co-founder and Managing Partner
Fundstrat Global Advisors

• Millennials are arguably the single most important driver of incremental economic growth and their impact on investing will be dramatic in the next decade
• The investment implications of blockchain for sectors and industries
• Understanding the technology platforms behind cryptocurrencies
• Future developments

   

Speaker Biographies

Thomas J. Lee, CFA, Thomas J. Lee, CFA, is co-founder and managing partner at Fundstrat Global Advisors. He has over 20 years of experience in macro markets and equity research. Previously, Mr. Lee served as chief equity strategist at J.P. Morgan Chase & Co. and was a telecommunications equity research analyst and a small-cap equity/bankruptcy/reorganization strategist. He has served as managing director at Salomon Smith Barney and also worked at Kidder, Peabody & Co. and Oppenheimer. Mr. Lee was ranked 1, 2, or 3 by Institutional Investor every year from 1998 to 2013. He is a member of the Economic Club of New York. Mr. Lee received his BSE from the Wharton School of the University of Pennsylvania with concentrations in finance and accounting.

Kate Moore is a managing director and chief equity strategist for BlackRock and is a member of the BlackRock Investment Institute. She is responsible for developing global equity market insights and actionable investment advice, as well as for representing BlackRock’s market views for US equities. Previously, Ms. Moore was a chief investment strategist at J.P. Morgan. She has also served as the senior global equity strategist at BofA Merrill Lynch Global Research, an emerging markets strategist at Moore Capital Management, and a member of the Global Strategy team at Morgan Stanley Investment Management. Ms. Moore began her career as a strategy consultant for both Mitchell Madison Group and Silver Oak Partners. She holds a BA in political and social thought from the University of Virginia and an MA in political economy from the University of Chicago.