OP FINANCIAL ROUNDTABLE
Wednesday, January 20, 2010
6:00PM - 9:00PM
ARE WE OUT OF RECESSION? WALL STREET
EXPERTS WEIGH IN AT OP'S FINANCIAL ROUNDTABLE
Is the US out of the recession? If it is, is there a threat of a double dip?
That's the question on the mind of every investor. And that's
what our star Wall Street panelists will debate at OP's seventh annual
Financial Roundtable.
In a conversation tailored to LGBT investors and business owners,
panelists will include investment strategists and economists from
powerhouses like UBS, Credit Suisse, and Deutsche Bank along with
market observers. Participating on the panel will be Jeffrey Palma (above left), of UBS Investment Research, Robert Weissenstein (above left center) of Credit Suisse, Adam Boyton (above right center) of Deutsche Bank and Pulitzer Prize winning journalist James Stewart (above right). OP Board member
Michael Tracy, Vice President - Investments and Portfolio Manager at UBS
Financial Services Inc., will moderate.
From a ten-year low in March 2009, markets worldwide have soared in
an unprecedented rally. Is this bear-market rally poised to punish
investors, or is the recovery sustainable and real?
The Wall Street Roundtable is co-sponsored by UBS Pride
Jeffrey Palma is a Managing Director and head of Global Equity
Strategy for UBS Investment Research. Jeffrey and his team are
responsible for coordinating UBS' global macro and sector research views
in to a comprehensive global strategy product. Prior to his current
role, Jeffrey worked on the UBS Global Asset Allocation team from 2001 to
2007, and was based in London from 2002 to 2005. The team has been ranked
number one by Global Institutional Investor. Before that, he was a
member of the US Economics research group. Before joining UBS in 1999,
Jeffrey worked as an economist and research analyst at Bankers Trust.
Jeffrey received a BA in Economics from Rutgers University and
completed his MBA at Columbia University.
Robert E. Weissenstein is Managing Director of Credit Suisse in
Private Banking Americas, based in New York. As Chief Investment
Officer for Private Banking Americas, he is responsible for investment
strategy and asset allocation. Working across the bank's global
resources, he develops the strategic framework and solutions for
private investors.
Prior to joining Credit Suisse in 2004, Robert was
global head of Investment Management for the JP Morgan Private Bank.
During his 19 years there and at its predecessor institutions, he held
a number of positions including research analyst, portfolio manager for
private clients, foundations and institutions, and head of portfolio
management for the Chase Manhattan Private Bank.
Robert received a B.A. from Cornell University. He is a Chartered Financial
Analyst and a frequent guest
on CNBC and Bloomberg Television.
Adam Boyton is Deutsche Bank's North American based G10 currency strategist. He is the author of DB's The New York View which is one of the most widely read FX research pieces in the market. Adam joined Deutsche Bank in 2000 in the Australian economics team, moving to FX Strategy to run the New York strategy franchise in 2007. He regularly appears on CNBC to discuss the outlook for the USD and is widely quoted in the press. Prior to joining Deutsche Bank, Adam was a Senior Economist in the Australian Treasury Department and the Department of the Prime Minister and Cabinet. He has also served as the Chief of Staff and Policy Director for a State Opposition Leader.
James B. Stewart, author and columnist for SmartMoney and The Wall Street Journal combines the skills of an investigative reporter with the style and sensibility of a novelist.
From his Pulitzer Prize-winning Wall Street Journal articles on the 1987 stock market crash to pieces about Enron and WorldCom to his penetrating profiles of Tyco's Dennis Kozlowski and Michael Milken. His SmartMoney column, "Common Sense," which also runs in The Wall Street Journal, features his insights into business and investing trends.
Stewart's book, Disney War: The Battle for the Magic Kingdom, was a New York Times bestseller and won the Loeb Award for Best Business Book. Stewart's book Den of Thieves is the definitive account of 1980s Wall Street insider trading scandals. A Harvard-educated lawyer, Jim is currently the Bloomberg Professor of Business and Economic Journalism at Columbia University.
Michael Tracy has been managing the financial and investment needs of indiviiduals, couples and businesses for over 18 years, with early focus on the LGBT community. Michael was featured in a groundbreaking 1996 New York Times article as one of the few 'out' financial consultants at a major Wall Street firm. On a pro-bono basis, Michael was past president of Out Professionals for eight years, is a member of the Advisory Board of the Wooster Group and previous president of CSC Repertory Theater.
RSVP IS REQUIRED
Where: The LGBT Center, 208 W. 13th St. (btw 7th & Greenwich Aves.)
Program: Networking and socializing at 6:00 p.m. Program and Q&A at 7:30 p.m.
Tickets: OP Members and employees of participating firms (UBS, CS, DB): FREE Non-members: $10.
