Join us for the 2024 Mid-Year Market Outlook iSummit designed exclusively for financial advisors. This online event will provide expert insights from thought leaders across the globe. Speakers will provide market outlooks, investable trends, themes and opportunities. These interactive, educational sessions offer CE credits and are complimentary for financial professionals.
Registration is now open for the 2024 Mid-Year Market Outlook iSummit. This online event is complimentary and provides 3 CFP / IWI / CFA CE Credits. Topics to be covered during this live event include:
Managing Director, Senior Portfolio Manager & BlueBay Chief Investment Officer
RBC Global Asset Management
Mark is a member of the RBC Global Asset Management Leadership Committee, and the chief investment officer of the BlueBay Fixed Income team. He has been a senior BlueBay portfolio manager since joining the organization in 2010, having previously led European fixed income teams for two leading global asset management firms. Mark started his career in the investment industry in 1993 as a fixed income portfolio manager at a London-based investment bank. He actively pursues open dialogue with policymakers and opinion-formers, believing that proprietary research is key to gaining insights in order to generate strong investment returns. He holds a Bachelor of Science (Honors) in Economics from the University of Warwick, U.K.
Head of Fixed Income Strategy
WisdomTree Asset Management
As part of WisdomTree’s Investment Strategy group, Kevin serves as Head of Fixed Income Strategy. In this role, he contributes to the asset allocation team, writes fixed income-related content and travels with the sales team, conducting client-facing meetings and providing expertise on WisdomTree’s existing and future bond ETFs. In addition, Kevin works closely with the fixed income team. Prior to joining WisdomTree, Kevin spent 30 years at Morgan Stanley, where he was Managing Director and Chief Fixed Income Strategist for Wealth Management. He was responsible for tactical and strategic recommendations and created asset allocation models for fixed income securities. He was a contributor to the Morgan Stanley Wealth Management Global Investment Committee, primary author of Morgan Stanley Wealth Management’s monthly and weekly fixed income publications, and collaborated with the firm’s Research and Consulting Group Divisions to build ETF and fund manager asset allocation models. Kevin has an MBA from Pace University’s Lubin Graduate School of Business, and a B.S in Finance from Fairfield University.
Partner & Portfolio Manager
Berkshire Asset Management LLC
Gerard Mihalick, CFA is a Partner and Portfolio Manager at Berkshire Asset Management LLC. Gerry has over 25 years of experience in the investment management industry and joined Berkshire in 1995. At Berkshire, Gerry is a member of the firm’s investment committee and has equity research and portfolio management responsibilities. Prior to joining Berkshire, he was employed as a portfolio manager with Fleet Investment Advisors in Rochester, New York. Gerry has served on the board of directors for various local non-profit organizations. Gerry holds a BA from Gettysburg College.
Chief Gold Strategist
State Street Global Advisors
George Milling-Stanley is Chief Gold Strategist with State Street Global Advisors. He joined SSGA as a Vice President and Head of Gold Strategy in November 2014. Before joining SSGA, George ran the independent consultancy George Milling-Stanley on Gold, LLC. He retired from the World Gold Council in 2011 after a 15-year career there. Most recently he had been responsible for all programs involving central banks, governments, and regulatory authorities. Before that, he was a key member of the small team that pioneered the development of gold-backed Exchange Traded Funds. His earlier career included six years on the precious metals trading desk of Lehman Brothers.
Previously he worked for Consolidated Gold Fields in London, and before that spent 10 years as a reporter and columnist with the Financial Times. An acknowledged authority on all aspects of the gold business, George Milling-Stanley is a regular speaker at international conferences.
Head of Portfolio Management & Cross Asset Strategies
Nomura Capital Management
As the Head of Portfolio Management and Cross Asset Strategies at Nomura Capital Management, Matt oversees the design, execution, and performance of customized volatility overlay strategies for institutional clients across various asset classes. He also manages alternative credit and income funds. Prior to joining Nomura, he was the Managing Partner and Chief Investment Officer at Headwaters Solutions LP, where he co-founded and grew the firm to become a recognized volatility overlay manager of the year in 2019.
Director – US Strategic National Accounts & Portfolio Strategies
iM Global Partner
Peter is responsible for leading the iMGP Portfolio Strategies and AdvisorIntelligence businesses, which are iMGP’s model portfolio and outsourced investment research businesses. Peter is also part of the national accounts team at iMGP, driving key initiatives aimed at deriving new sales, distribution, and marketing initiatives for iM Global Partner and its Partner solutions. Prior to joining the firm, Peter was in a business development role at BlackRock. Peter is a graduate of Saint Mary's College of California (BS – Business Administration and MS – Financial Analysis and Investment Management).
Head of Research & Investment Strategy
Innovator Capital Management
Tim Urbanowicz, CFA is the Head of Research & Investment Strategy for Innovator Capital Management. In his role, Tim is responsible for all market research, investment strategy, and portfolio solutions. Prior to joining Innovator, Tim was a Sr. Investment Strategist for Northern Trust, serving as a subject matter expert on global markets and portfolio construction. Prior to joining Northern Trust Tim served as the Director of Fixed Income ETFs and Head Capital Markets Strategist for Invesco.
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