Now On Demand 1.5 CE Credits

Join us for our Market Outlook iSummit designed exclusively for financial advisors. This online event will provide expert insights from thought leaders across globe. Speakers will provide market outlooks, investable trends, themes and opportunities. These interactive, educational sessions offer CE credits and are complimentary for financial professionals.

Agenda

Now On Demand • Accepted for 1.5 CFP / IWI / CFA CE Credits


12:00pm – 12:30pm ET
Navigating the Markets with Inflation, The Fed and Mid-Term Elections on the Horizon

Join a panel of experts from Renaissance Macro Research (RenMac) for a discussion on 2022 markets, expectations around the economy and the Fed, and policy shifts.

12:30pm - 1:00pm ET
Disruptive Trends Shaping 2022

As investors debate the near-term growth and inflation outlook, businesses around the world are striving to accelerate their digitization and are deploying automation at a record pace. The trends supporting robotics, AI and healthcare innovation as we look into 2022 are everywhere. Join our team as we highlight the key tech trends going into 2022, some of the technology and market leaders riding these trends, and the role they will play within our three innovation indices: ROBO, THNQ, and HTEC.

1:00pm - 1:30pm ET
5 Tech-Driven Investment Trends in 2022

Direct indexing, once reserved for wealthy investors, became a household name. Crypto turned the corner from a niche investment to a more mainstream asset class. And ESG stormed to new heights for investors looking to do well AND to do good.

So what can we expect for 2022? What’s next for ESG? How will personalization impact client expectations? And what’s up with those millennial investors?

Speakers

Jeremie Capron

Jeremie Capron

Director of Research

ROBO Global

Jeremie Capron joined ROBO Global in 2017 with more than ten years of experience as an equity research analyst in Asia, Europe, and the United States, with a focus on industrial technology.

Most recently, Jeremie led CLSA’s industrial research out of New York. For the prior seven years he served as a Senior Research Analyst with CLSA in Singapore and Japan, receiving a No.1 stock picker award from Nikkei/Starmine and ranking No.1 for Japan Materials Research in Asiamoney Brokers’ Poll for three consecutive years. Earlier in his career, he was a project manager with Veolia Environment in Europe and Asia.

Jeremie is a Chartered Financial Analyst (CFA) charter holder, holds a Master’s Degree in Science and Executive Engineering from the École des Mines de Paris, and holds FINRA series 7, 63, 87 licenses. He is fluent in French and Japanese.

Jeff deGraaf

Jeff deGraaf

Chairman & Head Technical Analyst

Renaissance Macro Research

Far from his hometown of Kalamazoo Michigan, Jeff has become one of Wall Street’s most influential macro-based analysts over the last decade. Ranked by Institutional Investor magazine for the last 10 years, and ranked as the #1 technical analyst over the last seven years, Jeff has now turned his vision for Wall Street research into reality by founding Renaissance Macro Research, LLC. His dedication to the business, unquenchable passion for markets, and his no-nonsense understanding of the world’s idiosyncrasies help to separate him from the herd.

Having spent the early part of his career at Merrill Lynch and then Lehman Brothers, where he served on the firm’s investment policy committee as a Managing Director, Jeff moved to ISI in 2007 as an Executive Managing Director, also serving on the firm’s management committee and heading the firm’s investment policy committee. A member of the NYSSA, MTA, and CFA, and a CMT charter holder, Jeff is often quoted in Barron’s and The Wall Street Journal and seen on CNBC and Bloomberg as well as on the speaking circuit at various events around the world. With his baseball days at Michigan State University long behind him, Jeff is now an avid skier, golfer, and collector of Wall Street historical artifacts. He and his wife Lynette and their three boys live in Darien, CT.

Nina Deka

Nina Deka

Senior Research Analyst

ROBO Global

Nina Deka brings over two decades of healthcare industry and investment research experience to the ROBO Global research team.

Previously, Nina was a sell-side research analyst at Piper Sandler where she covered healthcare IT and services, focusing on software, telehealth and data analytics. Prior to her financial services experience, Nina spent over a decade in the healthcare industry.In her most recent role, Nina was a sales consultant at Becton Dickinson, where she helped some of the nation’s largest health systems improve patient outcomes and efficiency, while increasing sales for BD medical devices. She also worked at Cardinal Health and held positions that spanned sales, corporate finance, and post-merger integration across Cardinal’s global manufacturing and distribution businesses.

Nina received her BBA in Finance from the University of Iowa and an MBA from Cornell University. She also holds FINRA licenses series 7 and 63.

Neil  Dutta

Neil Dutta

Head of U.S. Economics

Renaissance Macro Research

As Head of U.S. Economics, Neil Dutta leads our economic research efforts, analyzing global trends and cross market investment themes. Neil joins RenMac after spending seven years at Bank of America-Merrill Lynch, where he was a senior economist with responsibilities for both the United States and Canada. Prior to that, he was an analyst at Barron’s, the Dow Jones Financial Weekly.
Dutta has appears frequently on Bloomberg TV and CNBC and has been quoted by the Wall Street Journal, New York Times, Financial Times, Associated Press, and Bloomberg News for his insights on the outlook for such topics as interest rates, inflation, the manufacturing sector, employment and consumer spending.
Mr. Dutta graduated Cum Laude from New York University with Bachelor’s Degrees in Economics and Political Science.
In his spare time, Neil travels the world and is an avid tennis player. He currently resides in Brooklyn with his wife, Puja and three children.

Steve Pavlick

Steve Pavlick

Head of Policy

Renaissance Macro Research

Steve is a trusted public policy advisor and advocate with more than a decade of experience in Washington policy. As the Head of Policy at Renaissance Macro, Steve helps buy-side clients identify opportunities and price political, legislative, and regulatory risks in today’s dynamic public policy environment. Steve has appeared on Bloomberg Television, Yahoo Finance and China Global Television Network (CGTN) to discuss current policy issues. He has also been quoted in the Wall Street Journal, Washington Post, Barron’s, Market Watch, the South China Morning Post and other leading publications.

Prior to Renaissance Macro, Steve served as Deputy Assistant Secretary for Legislative Affairs at the U.S. Department of the Treasury. There, he led Treasury’s engagement with the Senate and House of Representatives on the Department’s International Affairs portfolio. Steve helped secure passage of Trade Promotion Authority, the IMF quota reforms, and he represented Treasury before Congress on CFIUS, the Financial Stability Board, the Basel Committee, and export credits. Steve also led Treasury’s congressional engagement on the Foreign Investment Risk Review Modernization Act of 2018 (FIRRMA).

Before the Treasury Department, Steve served as the Economic Portfolio Presidential Appointments Lead for the Presidential Transition Team. In that role, he identified senior officials to serve in Trump administration positions.

Steve worked on Capitol Hill for Senate Majority Bill Frist, Senator George Allen and the National Republican Senatorial Committee. He has also worked in the private sectors as Research Director at the Cypress Group and as a registered lobbyist for both Rolls-Royce and Northrop Grumman.

Steve has Masters in Business Administration (MBA) from the Darden School of Business at the University of Virginia and his Bachelors of Science in Business Administration (BSBA) from the McDonough School of Business at Georgetown University. Steve also graduated from Gonzaga College High School where he captained both the football and lacrosse teams.

Steve lives in Potomac, MD with his wife Rachel and their son Stephen.

Dave Twardowski, Ph.D.

Dave Twardowski, Ph.D.

VP, Head of Investment Strategy

Vise

Dave Twardowski is the Head of Investment Strategy at Vise. He joined the company after leading various algorithmic trading and investment strategy initiatives at Avantis Investors and Dimensional Fund Advisors (DFA) over the past decade. In these roles, Dave engaged in all aspects of the investment process, working closely with clients to build robust investment solutions. Dave also brings a wealth of engineering experience from his time as an engineer at General Electric Aviation and researcher for the NSA. He earned a Ph.D. in Engineering Sciences from Dartmouth, an M.S. in Mechanical Engineering from the University of Michigan, and a B.S. in Mechanical Engineering from the University of Rhode Island. He now resides in Los Angeles with his wife, son, and dog Matcha.

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This is an online event, and registration is complimentary for financial advisors.
Now On Demand 1.5 CFP / IWI / CFA CE Credits
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