Building Resilience in the Fed’s Bear Market: Opportunities in Real Assets & Value – New York Life Investments – 10.4.22

Overview:

Title: Building Resilience in the Fed’s Bear Market: Opportunities in Real Assets & Value
Date: Tuesday, October 4, 2022
Time: 1:00 PM Eastern Daylight Time
Duration: 1 hour
 

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Summary:

Now On Demand

So far, 2022 has been a very turbulent year for financial markets. Heightened inflation, rising interest rates, and persistent volatility have all contributed to a general feeling of uncertainty, leading investors scrambling to adjust their equity portfolios appropriately. Against this backdrop of ever-shifting market dynamics, where can they find some semblance of stability? Tune in to hear seasoned experts from New York Life Investments, Wellington Management, and CBRE Investment Management discuss how investors can look to build an enduring portfolio for long-term growth potential.

  • Key challenges for today’s investor
  • How macro factors are impacting equity markets
  • Opportunities in Listed Real Assets & Value Equity
  • Portfolio implementation and diversification
 

Speakers:

Lauren Goodwin, CFALauren Goodwin, CFA Director of Portfolio Strategy New York Life Investments

Lauren, an Economist and Director of Portfolio Strategy at New York Life Investments, was named a 2020 Business Insider Rising Star of Wall Street. Her Multi-Asset Solutions team manages a combined $9.5B in assets (as of 12/31/20), including MainStay’s Income Builder Fund, Asset Allocation ETFs, and bespoke investment solutions.

Lauren’s work focuses on mapping global macro and capital markets trends to asset management strategy. She is responsible for economic and market research, asset allocation, and thought leadership, and is also a regular spokesperson for the firm at conferences and in television and print media outlets such as: Bloomberg, CNBC, CNN, and Barron’s.

Prior to joining the firm, Lauren held economist positions at JPMorgan, Wells Fargo, Frontier Strategy Group, and the OECD. She is a CFA Charterholder, graduated summa cum laude from the University of Southern California and holds a master’s degree in international economics from Johns Hopkins.

Clinton GrahamClinton Graham Client Portfolio Manager Wellington Management

As a client portfolio manager with Wellington Management, Clinton works closely with portfolio managers as well as the firm’s macroanalysts and asset allocation strategists to articulate the firm’s investment strategies to clients and prospects. Within the Portfolio Advisor Group, he covers a variety of strategies and asset classes, including equities, alternatives, and fixed income. He represents the firm’s global investment capabilities and advises clients, prospects, and consultants on global investing issues.

Prior to joining Wellington Management in 2014, Clinton was a vice president in the Global Markets Division at Barclays and head of Trading Risk for Agency Derivatives Services in the Americas. Before Barclays, he cofounded the partnership Royalty Capital Advisors. Previously, he was an investment banker in the Private Capital Markets group at Lehman Brothers.

Clinton earned his MBA in finance from the University of Pennsylvania (Wharton) and his BA in economics, cum laude, from Harvard University.

Jon Treitel, CFA, CAIAJon Treitel, CFA, CAIA Portfolio Strategist CBRE Investment Management

Jon Treitel is the lead Portfolio Strategist for Listed Real Assets at CBRE Investment Management. He serves on the investment staff, oversees thought leadership, and supports new product and business development with partners and clients.

Prior to CBRE, Jon served as a Portfolio Manager and Research Analyst for real assets, natural resources, and global equities at firms including Centersquare Investment Management, Turner Investments, and Deutsche Bank. His work has spanned long only, long short, and market neutral strategies. He has 17 years of industry experience. He is a CFA charterholder and holds the CAIA designation.

All investments are subject to market risk, including possible loss of principal. Diversification cannot assure a profit or protect against loss in a declining market.

Active management is the use of a human element, such as a single manager, co-managers or a team of managers, to actively manage a fund’s portfolio. Active management strategies typically have higher fees than passive management.

Asset allocation and diversification may not protect against market risk, loss of principal, or volatility of returns. There is no guarantee that these investment strategies will work under all market conditions or are suitable for all investors, and each investor should evaluate their ability to invest long-term, especially during periods of downturn in the market. No representation is being made that any account, product, or strategy will or is likely to achieve profits. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, accounting, legal or tax advice. Clients should consult your tax or legal advisor regarding such matters. This material is not intended to be relied upon as a forecast, research or investment advice, and is not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy.

Please ask your clients to consider the investment objectives, risks, charges, and expenses of the investment company carefully before investing. The prospectus or summary prospectus contains this and other information about the fund and can be obtained by contacting you, the financial professional. Instruct your clients to read the prospectus or summary prospectus carefully before investing.

The strategies discussed are strictly for illustrative and educational purposes and are not a recommendation, offer or solicitation to buy or sell any securities or to adopt any investment strategy. There is no guarantee that any strategies discussed will be effective.

Neither New York Life Insurance Company, nor its affiliates or representatives provide tax, legal or accounting advice. Please contact your own professionals. New York Life Investment Management LLC engages the services of federally registered advisors. Wellington Management is not affiliated with New York Life Investments. CBRE Investment Management is not affiliated with New York Life Investments.

“New York Life Investments” is both a service mark, and the common trade name, of certain investment advisors affiliated with New York Life Insurance Company. Securities are distributed by NYLIFE Distributors LLC, 30 Hudson Street, Jersey City, NJ 07302, a wholly owned subsidiary of New York Life Insurance Company. NYLIFE Distributors LLC is a Member FINRA/SIPC.

FOR REGISTERED REPRESENTATIVE USE ONLY. NOT TO BE USED WITH THE GENERAL PUBLIC.

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