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GMO – Webinar – A Critical Moment: Seeking Prudence and Profit at a Market Extreme

5 November 2020 - 14:00 - 18:00

Webinar – A Critical Moment: Seeking Prudence and Profit at a Market Extreme

 

AGENDA
1:00 PM Steven Peck
Welcome
1:10 PM James Montier
Policy of Truth: Combating the Conventional Wisdom and Popular Delusions
1:40 PM BREAKOUT SESSIONS:

A: Jason Halliwell, Martin Emery
Quants vs. The Black Swan

B: Lucas White
Natural Resource Equities: A Wild Year and the Opportunities Ahead

C: Carl Ross, Tina Vandersteel
Emerging Debt: Investing Amid the Pandemic Pandemonium

2:10 PM Jeremy Grantham, moderated by Catherine LeGraw
Current Thoughts and Viewpoints Discussion
2:40 PM Drew Edwards
Post-Abe: Parallel in Japan to the 1980’s US Boom Market
3:10 PM BREAKOUT SESSIONS:

D: Riti Samanta, Jeff Friedman, Jon Roiter
Credit Market Opportunity: From Dread to Fed to Excess Spread

E: Tom Hancock
Quality Equities: Growth Without the Grief

F: Jason Hotra
Rates & FX: Systematic Investing for Absolute Return

3:40 PM Ben Inker
Value: If You Won’t Buy It Now, When Will You?
4:15 PM Arjun Divecha
US-China Relations: Implications for Global Investments

Details

Date:
5 November 2020
Time:
14:00 - 18:00
Event Category:
Website:
https://web.cvent.com/event/4906e9e1-a906-40ff-97fc-2be7a00d11a6/regProcessStep1?locale=en-US

Organiser

GMO