Client Summit 2025

A global virtual event | June 4

Agenda Speakers and guests

Agenda

Welcome

  • Featuring Lindy Freeman

Global business update

  • With Zach Buchwald

Market developments

  • Jim Leggate and Jason Edgar

Geopolitical macro introduction

  • Kickoff with Kate El-Hillow and Andrew Pease
    • What are the factors underpinning so much change in terms of America's role with the rest of the world?
    • The U.S. administration is determined to rebalance its economy to more manufacturing and less consumption.
      • How does the U.S. goal of rebalancing U.S. trading relationships impact China and its economic and geopolitical goals?
    • The U.S. is reworking the international rules based order. What are the implications for the U.S. and other western nations?
    • What opportunities and threats exist in capital markets against this backdrop?

 

Geopolitical macro panelists

  • Paul Eitelman, CFA
  • Matt Gertkin, BCA

Q&A from attendees

Paul Eitelman, CFA
Evgenia Gvozdeva, Ph.D.

 

The Future of Active Management (video)

  • Evgenia Gvozdeva, Ph.D.
  • Eric Thaut, CFA, FRM
Evgenia Gvozdeva, Ph.D.
Evgenia Gvozdeva, Ph.D.

 

Client Panel

Reactions to active management, geopolitical/macro and top concerns:

  • Sharon Moore, Augusta Health
  • Ashley Mawhorter, PG&E
  • Angus Botterell, Ontario IMCO

 

Client Panel Q&A

 

Closing comments

Speakers and Guests

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