Program Description:
What are the effects of divergent central bank policies and fiscal challenges facing both developed and emerging economies? What`s the impact of policy and politics on global markets, particularly in a US presidential election year? How to facilitate the process of asset strategy and risk allocation? Where are investors finding the best values and growth opportunities in developed and emerging markets?
Join us for the Wealth Management Panel on Dec 1, 2016. Offering engaging lectures and discussions, Wealth Management Panel is your opportunity to connect with top investors and peers on the latest trends and thought leadership affecting global capital markets.
Featured Speaker:
David Qi Tang, Senior Vice President, joined Neuberger Berman in 2011. David is responsible for managing the Investment Grade passive/enhanced portfolios and opportunistic credit portfolios. He is also in charge of the Investment Grade quantitative research functions. David is a member of the firm’s Fixed Income Investment Committee and Business Development Committee. Prior to Neuberger Berman, David held various quantitative/risk management roles at Fannie Mae, Allstate Investments and ABN AMRO. David received his MBA from the University of Chicago and his BA from Renmin University of China.
Christy Pedersen is a financial advisor at Whitnell, an independent Registered Investment Advisor based in Oak Brook, where she works with a wide range of clients to ensure alignment and integration of their financial lives with their values and goals in the context of their unique family & career contexts. Prior to joining Whitnell, Christy spent the majority of her career at UBS Global Asset Management/Brinson Partners where she was a Managing Director and Head of the Consumer Sector in the institutional equities division. She has also served roles as a Wealth Management Advisor at TIAA-CREF, as a Strategy Consultant with Andersen Consulting and Stax, and in mutual fund administration and portfolio administration with Harris Associates, L.P. Christy received her Masters in Management from Northwestern University’s J.L. Kellogg Graduate School of Management and holds a B.A. in Economics from Northwestern University. She is a Chartered Financial Analyst and is a CERTIFIED FINANCIAL PLANNER™ professional. She is a member of the CFA Institute, the CFA Society of Chicago and the Financial Planning Association. Christy serves as a Board Member for Money Savvy Generation Foundation and is a member of the University of Chicago Women’s Board.
Moderator:
Ivanka Yingchu Zhao is a Wealth Management Analyst at Merrill Lynch since 2015. As a member of the Private Banking & Investment Group, Yingchu applies her quantitative and analytical skills to advance the financial goals of ultra high net worth individuals and institutions. Her responsibilities encompass quantitative portfolio development and investment research. Yingchu earned her Master Degree in Computational Finance from DePaul University and her B.A. in Finance from Nankai University. She is a member of the CFA Society of Chicago. Yingchu is a board member of the Chinese Finance Association of America(CFAA), a nonprofit organization that connects finance professionals between the United States and Greater China in the Chicago area.
Date and Time:
Thursday, Dec 1, 2016
5:30 p.m. – 7:30 p.m.
Location:
Room Adam (3rd Floor), Club Quarters Chicago,
111 W Adams St,
Chicago Illinois, 60603
Agenda:
5:30 pm -6:00 pm Registration and Networking
6:00 pm -6:30 pm Brief presentation on global macro-economics outlook from each speaker
6:30 pm -7:00 pm Panel discussion on specific topics and investment ideas (see topics below)
7:00 pm -7:30 pm Q&A Session
Please look at the event page for more details
