Listen to market and economic updates, from our CIO Office.

Listen to market and economic updates, from our CIO Office.

Listen to market and economic updates, from our CIO Office.

Listen to market and economic updates, from our CIO Office.

Listen to market and economic updates, from our CIO Office.

Listen to market and economic updates, from our CIO Office.

Todos los ojos puestos en los riesgos: navegando la incertidumbre geopolítica › Comentarios introductorios › Perspectivas macro y de mercado › ¿Cómo deberían los inversionistas manejar el riesgo geopolítico? › Actualización elecciones Estados Unidos – De mercados alcistas, bajistas y encuestas

All Eyes on Risk: Navigating Geopolitical Uncertainty › Introductory Remarks › Macroeconomic & Market Update › How Should Investors Manage Geopolitical Risks? › US Election Update – Of Bulls, Bears, and Polls

Listen to market and economic updates, from our CIO Office.

Listen to market and economic updates, from our CIO Office.

Listen to market and economic updates, from our CIO Office.

Listen to market and economic updates, from our CIO Office.

Listen to market and economic updates, from our CIO Office.

Listen to market and economic updates, from our CIO Office.

Listen to market and economic updates, from our CIO Office.

Listen to market and economic updates, from our CIO Office.

Listen to market and economic updates, from our CIO Office.

Listen to market and economic updates, from our CIO Office.

Listen to market and economic updates, from our CIO Office.

Listen to market and economic updates, from our CIO Office.

Listen to market and economic updates, from our CIO Office.

Listen to market and economic updates, from our CIO Office.

Listen to market and economic updates, from our CIO Office.

Listen to market and economic updates, from our CIO Office.

Listen to market and economic updates, from our CIO Office.

RichardBernstein is the chief executive officer/chief investment officer of Richard Bernstein Advisors LLC. The firm utilizes a unique top-down approach to investing, focusing on macro trends rather than individual stock selection. RBA is one of the fastest growing money management firms, is among Morningstar’s Top 10 ETF Model Managers in assets and partners with some of the world’s leading financial institutions. Mr. Bernstein has over 40 years’ experience on Wall Street, and was formerly the Chief Investment Strategist at Merrill Lynch & Co. Prior to joining Merrill Lynch in 1988, he held positions at E.F. Hutton and Chase Econometrics/IDC. A much-noted expert on equity, style and asset allocation, Mr. Bernstein was voted to Institutional Investor magazine’s annual “All-America Research Team” eighteen times and is one of only fifty-seven analysts inducted into the Institutional Investor “Hall of Fame”. He was also twice named to both Fortune magazine’s “All-Star Analysts” and to Smart Money magazine’s “Power 30” and was a member of Registered Rep’s “Ten to watch” for 2012. His book “Style Investing: Unique Insight into Equity Management” is widely viewed as the seminal book on style-oriented investment strategies. He donates the profits from that and his other book, “Navigate the Noise: Investing in the New Age of Media and Hype,” to charity. Mr. Bernstein is chair of the Alfred P. Sloan Foundation endowment’s Investment Committee (~$2.0 billion) and sits on the Hamilton College endowment’s Investment Committee (~$1 billion); he is a trustee of both institutions. Rich holds an MBA in finance, with Beta Gamma Sigma distinction, from New York University, and a BA in economics from Hamilton College. He has lectured on finance and economics at numerous colleges, universities, and professional forums.

Listen to market and economic updates, from our CIO Office.

Listen to market and economic updates, from our CIO Office.

Tamarind Effio joins us from PNC International Private Bank, with over 18 years of consumer facing banking experience, most recently focused on offering U.S based life insurance policies as a tool for legacy planning, estate tax liability mitigation, estate planning and business succession planning for clients. As a bilingual professional, she has worked in both Latin American and domestic markets supporting financial advisors and wealth managers with life insurance solutions for their clients. Prior to her career in life insurance, Tamarind worked extensively in commercial and residential lending for nationwide banks, and this experience has allowed her to assist clients in navigating the financing of life insurance premiums. Her key to success has been to convey the importance of life insurance as a necessary tool for protection and asset growth on several fronts for clients. There are very few products in the capital markets today that offer the guarantees and tax benefits that life insurance can provide.

Listen to market and economic updates, from our CIO Office.

Listen to market and economic updates, from our CIO Office.

Listen to market and economic updates, from our CIO Office.

Robert Minter, CFA, CMT, CAIA, Director of ETF Investment Strategy. Robert has written on commodities and has been quoted in press articles. Bob joined abrdn in 2006 and has extensive experience managing US multi asset portfolios. Before joining abrdn, he worked at Vanguard, Fidelity and then Emerald Capital Group, where he managed fixed income portfolios and monetized workout securities for insurance company portfolios. A member of the CFA Institute, CMT Association and the CAIA Association, Bob earned his B.A. in Economics from Rutgers University. Featured in the Middle: Dan Magnusson, Sr. Director, is the firm’s ETF specialist working with all clients across national accounts, platform, institutional and retail segments. Dan also works on the branding, marketing and overall support of the firm’s ETF related content, research and initiatives. Before moving into the ETF role, Dan was a regional specialist with abrdn in offering high-level coverage for clients in the Western US. Prior to that, Dan held roles as a regional wholesaler for Guggenheim Investments and began his career in Chicago as a Financial Advisor. Dan has over 20 years of investment experience and has acquired industry registrations such as the Series 7 and 63.

Listen to market and economic updates, from our CIO Office.

Joseph Graham leads the efforts of Lord Abbett’s nvestment Strategist team. This team serves as the client-facing extension of Lord Abbett’s Investment team, communicating with institutional clients and prospects regarding asset allocation topics, market environment, current portfolio positioning, and the firm’s market outlook. Mr. Graham currently has a focus on high grade and multi-sector fixed income, including convertibles, but also has an extensive background in quantitative tools and equity portfolio management. Mr. Graham joined Lord Abbett in 2015. Prior to joining the firm, he was a Founder and CIO of two quantitative hedge funds: HudsonView Capital Management and Route 3 Capital; an Analyst and Portfolio Manager at Millennium Partners and at LibertyView Capital Management; and an Investment Banking Associate at Morgan Keegan. He has been in the financial services industry since 1999. Mr. Graham earned a BS in finance and philosophy Summa Cum Laude from Washington University and an MBA with Honors from the Wharton School of Business at the University of Pennsylvania. He is also a holder of the CFA® (Chartered Financial Analyst) designation.

Economía en movimiento: El Arte cinético de transformar la energía en riqueza Comentarios Introductorios Perspectivas macro y de mercado Una reacción en cadena Almacenamiento de energía e inversión

Economy in Motion: The Kinetic Art of Turning Energy into Wealth Introductory Remarks Macroeconomic & Market Forecast A Chain Reaction Energy Storage and Investment Opportunities

Listen to market and economic updates, from our CIO Office.

Listen to market and economic updates, from our CIO Office.

Listen to market and economic updates, from our CIO Office.

Mr. DeGaetano is the Chief Investment Officer and Founder of Bramshill Investments. Prior to founding Bramshill, in 2012, Mr. DeGaetano was a Senior Portfolio Manager at GLG Partners LP where he not only managed the predecessor to the Bramshill Income Performance Strategy, but also managed a levered US credit portfolio for the GLG Market Neutral Fund. Combined Mr. DeGaetano had approximately $375 million in assets under management for GLG Partners LP. Prior to joining GLG Partners in 2007, Mr. DeGaetano was a Managing Director and Head of US Credit Trading at RBS Greenwich Capital from 2005 through 2006. He traded and oversaw the credit trading desk, comprised of 14 traders across corporate bonds, credit default swaps and index products from investment grade to high yield averaging a $4 billion gross position.

Listen to market and economic updates, from our CIO Office.

Listen to market and economic updates, from our CIO Office.

Listen to market and economic updates, from our CIO Office.

Listen to market and economic updates, from our CIO Office.

Listen to market and economic updates, from our CIO Office.

Listen to market and economic updates, from our CIO Office.

Patrik Kauffmann is the CIO and Portfolio Manager for Aquila Asset Management based in Switzerland. He has built an impressive track-record by winning 3 times the Lipper Fund Awards in 2018, 2019 and 2020 with the Solitaire Global Bond Fund which currently holds a 5 Morningstar-Rating. He has 19 years of investment experience. Prior to co-founding Aquila Asset Management, he carried out several functions, such as Portfolio Manager at Solitaire Aquila AG, Reyl Cie, AIG Private Bank and was responsible for the investment strategy of bank zweiplus AG. He holds a Bachelor of Science in International Management from the European School of Business and Reims Management School. Patrik speaks several languages.