Panel Discussion | November 5 | 5:30-8:30 p.m. | 505 UC Berkeley Extension (SF Campus at 160 Spear St.)
Mohsin Hafeez, MBA, CFP®, Adjunct Faculty, Finance and Macroeconomics, UC Berkeley Extension; Tushar Yadava, BS, MA, Director and Strategist, Blackrock, Director and Strategist, Blackrock; Gary Schlossberg, BS, MSc, Vice President & Senior Economist, Wells Fargo Asset Management; Brian Leach, Senior Vice President, Fixed Income Strategies, PIMCO; John Savarese, MD, MBA, Managing Partner, BAIATEQ, LLC
Brett Yokom, Instructor, UC Berkeley Extension
Countdown 2020: Is the economic recovery facing a bump in the road, or hitting a wall?
A year before a historic Presidential election, our nation looks askance. Its been the longest, albeit tepid, recovery in several decades, causing consternation among the investors. Do economic recoveries necessarily die of old age? Or does something, or someone, kill them? From the hyperactive global central banks and their unprecedented actions to the governmental fiscal interventions, or the lack thereof, not to mention the political fork being offered next November, the general stakeholder is confronted with a myriad of conundrums.
Add to it the various impediments: US-China trade dispute, the glaring fiscal improbity, BREXIT, geopolitical stand-offs, and the list goes on and on. They are bewildered with the way the markets keep rallying and becoming more expensive, even as we see little reason for it. In these interesting times, beset by uncertainties, what opportunities should we focus on capitalizing and what risks are there to be managed, and when is historically bad news actually good news? Or the other way around!
This session will open with an executive briefing on critical macroeconomic update, including:
History of peaks and troughs
Federal Reserve actions during The Great Recession and after
The global scene
The developed markets
The emerging markets
The Global catalysts
The courage of conviction: the good, the delusional, and the ugly?
Following the briefing, a panel of finance and industry luminaries will analyze and discuss these topics and answer questions. The audience is encouraged to ask whats on their mind.