Uncovering the Impact of Rates, Consumers, and Geopolitics on Portfolios – SSGA – 3.5.24

Overview:
Title: Uncovering the Impact of Rates, Consumers, and Geopolitics on Portfolios
Date: Tuesday, March 5, 2024
Time: 1:00 PM Eastern Standard Time
Duration: 1 hour

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Summary:

Now On Demand

What’s driving multi-asset performance in 2024? And how can investors reposition portfolios as rate uncertainty, consumer behavior, and geopolitical factors continue to evolve?

Join experts from DoubleLine Capital and State Street Global Advisors for an in-depth discussion on:

  • Monetary policy, rates, and inflation
  • Labor markets, consumer demand, and housing & mortgage trends
  • Global 2024 elections, geopolitical risks, and emerging markets

Speakers:
Jeffrey Mayberry Jeffrey Mayberry Portfolio Manager DoubleLine Capital

Mr. Mayberry joined DoubleLine in 2009. He is a Portfolio Manager on DoubleLine’s strategic commodity strategy while working in portfolio management and trading for derivatives‐based and multi‐asset strategies. Mr. Mayberry is a Strategist on the Fixed Income Asset Allocation Committee and a contributing member on our Global Asset Allocation and Macro committees. He also co-hosts DoubleLine’s weekly Monday Morning Minutes (Twitter @DLineMinutes, Minutes@Doubleline.com) podcast. Prior to DoubleLine, Mr. Mayberry was a Senior Vice President at TCW for nine years within the Mortgage Group, where he specialized in portfolio and fund monitoring and analytics. He holds a B.S. in Engineering from Harvey Mudd College and an M.S. in Financial Engineering from the Peter F. Drucker Graduate School of Management at Claremont Graduate University.
Daniel P. Farley, CFA Daniel P. Farley, CFA Chief Investment Officer of the Investment Solutions Group (ISG) State Street Global Advisors

Dan is an Executive Vice President of State Street Global Advisors, and CIO of the Investment Solutions Group. In this role, he oversees a global team of over 150 investment professionals managing over US $400B in multi asset class portfolios. His team is responsible for the firm’s target date, active asset allocation, and Outsourced CIO investment strategies. He is also a member of the firm’s Executive Management Group.

Dan joined the firm in 1992 and has over 25 years of investment experience. Prior to this role he was responsible for the US multi-asset class solutions team.

Dan holds an MBA from Bentley University, a BSBA from Stonehill College and has earned the Charter Financial Analyst (CFA) designation. He is a member of the CFA Institute and the CFA Society Boston. He is executive sponsor of the firm’s Latin American Professionals Group. Dan is a frequent speaker with the media and conferences on a variety of investment topics. He is also on the Board of Trustees at Bentley University and the Chairman of the Board at the Crispus Attucks Children’s Center.
Maxwell Gold, CFA Maxwell Gold, CFA Head of Gold Strategy State Street Global Advisors

Maxwell Gold, CFA is the Head of Gold Strategy at State Street Global Advisors leading global research, strategy, and thought leadership efforts on the gold market and the SPDR Gold ETF product suite.

Before joining SSGA in 2019, he served as the Director of Investment Strategy at Aberdeen Standard Investments, heading macroeconomic and commodity thought leadership for its $3B U.S. ETF business.

He has also held prior strategist and research roles with the World Gold Council, the Chief Investment Office at Merrill Lynch Wealth Management, and JP Morgan Private Bank’s Chief Investment Office.

Maxwell holds an M.S.in finance from the Simon Business School and a B.A. in economics from the University of Rochester. He is a CFA charterholder and holds the series 7 and 63 registrations.
For Financial Professionals Only.

Important Risk Information

Investing involves risk including the risk of loss of principal.

This webcast is provided for informational purposes only and should not be considered investment advice or an offer for a particular security or securities. The views and opinions expressed by the speaker are those of his or her own, and do not necessarily represent the views of State Street or its affiliates. It does not take into account any investor’s particular investment objectives, strategies, tax status or investment horizon. You should consult your tax and financial advisor.

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Exp. Date: 4/30/2024