FWA-NJ: Opportunities and Risks in 2017 and Beyond: Implications for Portfolio Construction
Confused about investment approaches in this current environment? Prudential Investments invites FWA members for a conversation with experts from Prudential Investments.
Are you concerned about what lies ahead for 2017? Perspectives on the following questions will be explored:
- What are your expectations for returns for the remainder of 2017? What is your outlook for volatility? Other risks?
- What is your view of where opportunities could be for active and passive strategies? (Stock dispersions and other measures)
- What is your view of market valuations?
- Is your view different for asset classes within equity vs asset classes within fixed income?
- Are there asset classes you would always be active? Always passive?
- What does the asset management industry need to do to meet the challenges of today's market?
This is a wonderful opportunity to discuss the current investment environment with experts in the field.
Stacie L. Mintz, CFA, is a managing director and portfolio manager for QMA. Stacie is primarily responsible for managing U.S. equity mandates and overseeing the team responsible for implementation. She co-manages the Prudential QMA Long-Short Equity Fund, Prudential QMA Large-Cap Core Equity Fund, and Prudential Balanced Fund. Previously, Stacie was a member of the asset allocation team, where she was responsible for several retail and institutional portfolios. In addition, during that time, she was responsible for managing the overall asset allocation for the Prudential Pension Plan. Stacie earned a BA in economics from Rutgers University and an MBA in finance from New York University and holds the Chartered Financial Analyst (CFA)designation.
Brian Ahrens, Portfolio Manager and Executive Vice President of Prudential's Strategic Investment Research Group, leads a group of analysts dedicated to investment consulting and portfolio construction services. Currently the group provides consulting services across Prudential's domestic businesses that consist of annuities, separate managed accounts and mutual funds. Brian also leads a team dedicated to discretionary management of asset allocation portfolios. The team's multi manager approach uses top down and bottom up risk assessments on a total of 15 asset allocation portfolios. Brian has been with Prudential for over 20 years. Brian earned his M.B.A. in Finance from Stern School of Business at New York University. He graduated from James Madison University with a double major in Finance and German.
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6:00 - 6:30 PM Cocktails
6:30 - 7:15 PM Presentation
7:15 - 8:00 PM Networking
FREE, FWA Members and Non-Members | Includes refreshments
Registration through PGIM: Please Click here to register
PATH to Newark Penn Station. NJ Transit Morris Essex Line to Broad Street, Light Rail to Newark Penn. Walk .7 mile to 622 Broad Street. Parking at area garages.
Special thanks to Prudential Global Investment Management for their invitation to their event.
This event is organized by Prudential Global Investment Management and the FWA New Jersey Committee of the FWA of NY, Inc.
Reservations Required -- Bring Photo ID -- No Walk-Ins
Reservations/Cancellations and payments are required by Tuesday, May 9, 2017.