2020 has been a year of wild swings – disrupting everyday life as well as the markets. The COVID-19 pandemic has decimated some industries, while others are riding all-time highs. Steep job losses have been accompanied by record stock market gains. As the U.S. election campaign enters its final weeks, the results of the Presidential and Congressional races could have significant implications for economic and monetary policy.
To better understand how these converging forces might impact the equity markets, global investment strategist Bill Priest will join Buck’s Investment team to discuss:
Key global trends projected to impact economic performance
Potential financial and monetary policy implications resulting from the U.S. elections
Strategies to help plan sponsors weather market volatility
Portfolio positioning for the remainder of 2020 and beyond
About our speakers
William (Bill) W. Priest, CFA | Executive Chairman, Co-Chief Investment Officer and Portfolio Manager of Epoch Investment Partners, Inc.
Bill is a portfolio manager for Epoch’s global equity investment strategies and leads the Investment Policy Group, a forum for analyzing broader secular and cyclical trends that Epoch believes will influence investment opportunities. Previously, he was a member of the Global Executive Committee of Credit Suisse Asset Management (CSAM), Chairman and Chief Executive Officer of Credit Suisse Asset Management Americas and CEO and portfolio manager of its predecessor firm BEA Associates, which he co-founded in 1972.
Bill is a regular commentator for Barron’s and the author of several published articles and papers on investing and finance, including the books, The Financial Reality of Pension Funding Under ERISA, Free Cash Flow and Shareholder Yield: New Priorities for the Global Investor, and the more recent Winning at Active Management: The Essential Roles of Culture, Philosophy and Technology.
Mike Mecca, CFA | Principal, Wealth practice, Buck
Mike is the Chief Investment Officer and U.S. Practice Leader for Buck’s Investment Consulting group. He specializes in investment consulting services for endowments, foundations, insurance companies, and defined contribution and defined benefit pension plans. He has more than 30 years of experience in the investment management industry (portfolio management, manager research, consulting) and is a CFA Charterholder. Mike graduated from Quinnipiac University with a bachelor's degree in finance and a minor in economics.
Sarvesh Soi, FCA, EA, CFA | Principal, Wealth practice, Buck
Sarvesh serves as the head of the Financial Risk Management group at Buck. He is a seasoned actuary with 19 years of broad and diverse experience in pensions and investments. In recent years, his primary focus has been developing, implementing, and monitoring liability driven investment solutions for defined benefit pension plan sponsors. Sarvesh graduated with a bachelor's degree in actuarial mathematics from the University of Michigan and is an Enrolled Actuary (EA), CFA Charterholder, and a Fellow of the Conference of Consulting Actuaries (FCA).