Is Strategic Asset Allocation Dead? And What Are Economists Getting Wrong?
Global markets stand at a critical inflection point. Persistent inflation, geopolitical fragmentation, shifting growth engines, and extreme market concentration are challenging standard economic forecasts and breaking traditional portfolio construction.
Join leading Chief Investment Officers, top-tier economists, investment strategists, and fellow institutional allocators for an intensive half-day forum designed to unpack the forces reshaping the macro landscape.
Is Strategic Asset Allocation Dead? And What Are Economists Getting Wrong?
Global markets stand at a critical inflection point. Persistent inflation, geopolitical fragmentation, shifting growth engines, and extreme market concentration are challenging standard economic forecasts and breaking traditional portfolio construction.
Join leading Chief Investment Officers, top-tier economists, investment strategists, and fellow institutional allocators for an intensive half-day forum designed to unpack the forces reshaping the macro landscape.
Plenary Speakers
Alan Werlau
Global Head of CIO Office &
Head of Investments
Barclays Private Bank
John Mullane
Chief Investment Officer
Cantor Fitzgerald
Stephen Grissing
Director, Senior Investment Strategist
Davy
Declan King
Chief Investment Officer
Metis Ireland
Ross Maybury
Head of Investment Strategy
Bank of Ireland
Cian Hurley
Head of Capital Markets Strategy
Mercer
Patrick McLaughlin
Head of RI Multi Asset Solutons
Davy
Tim Martin
Research Analyst, Fund Selection
DWS
John Byrne
Head of Investments
Bank of Ireland
KEVIN TIMONEY
Chief Economist
Davy
SHILAN SHAH
Deputy Chief EM Economist
Capital Economics
Thorsten Weinelt
Chief Investment Officer
Commerzbank
PLENARY
Macro Outlook Sessions
Senior allocators, fund selectors and strategists unpack the themes shaping portfolios today.
ROUNDTABLES
Practical Strategy Discussions
Small-group sessions led by fund managers on specific investment approaches.
NETWORKING
Peer & Industry Connections
Meet fellow fund buyers, advisers, and allocators from across the industry.
Partners
Reserve your Place
Free to attend for qualifying buy-side professionals. Places are limited.