2024 Market Outlook Symposium

December 14, 202311am ET / 8am PT

Days

Hrs

Min

Sec

Overview

As 2024 approaches, advisors face many critical challenges. With the Shiller CAPE ratio near 30 and the forward P/E ratio near 19, U.S. equities are richly valued by historical standards.

Is it time to hedge downside exposure? Will interest rates continue to rise, weakening the prospects for long-duration bonds? Has inflation been tamed, or will the Fed need to ease monetary policy to avert a recession? During our Market Outlook Symposium, our panelists will offer their analysis and answers to those questions and the others that will determine whether your clients will reach their financial goals.

Agenda

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Speakers

Jeremy Siegel, PhD - Russell E. Palmer Professor Emeritus of Finance, The Wharton School of the University of Pennsylvania

Jeremy Siegel, PhD

Russell E. Palmer Professor Emeritus of Finance

The Wharton School of the University of Pennsylvania

Matt Hougan - Chief Investment Officer, Bitwise Asset Management

Matt Hougan

Chief Investment Officer

Bitwise Asset Management

Jason Bloom - Head of Fixed Income and Alternatives ETF Product Strategy, Invesco

Jason Bloom

Head of Fixed Income and Alternatives ETF Product Strategy

Invesco

Alex Torrens - Head of Walter Scott North America , BNY Mellon Securities Corporation

Alex Torrens

Head of Walter Scott North America

BNY Mellon Securities Corporation

Matt Kaufman  - SVP, Head of ETFs, Calamos Investments

Matt Kaufman

SVP, Head of ETFs

Calamos Investments

David Braun - Portfolio Manager, PIMCO

David Braun

Portfolio Manager

PIMCO

John Davi - Founder, CEO & CIO, Astoria

John Davi

Founder, CEO & CIO

Astoria

Alexa Gordon - Portfolio Manager and Head of ESG for Muni Fixed Income, Goldman Sachs Asset Management

Alexa Gordon

Portfolio Manager and Head of ESG for Muni Fixed Income

Goldman Sachs Asset Management

Jonathan Mandillo - Head of US Fixed Income, abrdn

Jonathan Mandillo

Head of US Fixed Income

abrdn

Alex Morris - CIO of F/m Investments and Co-founder of US Benchmark Series, F/m Investments

Alex Morris

CIO of F/m Investments and Co-founder of US Benchmark Series

F/m Investments

Bob Huebscher - Vice Chairman, VettaFi

Bob Huebscher

Vice Chairman

VettaFi

Todd Rosenbluth - Head of Research, VettaFi

Todd Rosenbluth

Head of Research

VettaFi

Tom Lydon - Vice Chair, VettaFi

Tom Lydon

Vice Chair

VettaFi

Sponsors -

Market Outlook Symposium

Preparing Your Portfolio for 2024
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