WEBINARS
Long-form conversations and presentations where we discuss the key issues and topics impacting the world today
FEBRUARY | 2025 Investment Outlook
On February 5, 2025, our Chief Strategist and Partner, Scott T. Slayton, CFA, shared his insights on key trends, opportunities, and risks shaping the investment landscape in 2025. Scott explored market dynamics, economic forecasts, and strategic approaches to navigating the year ahead.
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2025
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JANUARY | PIMCO Strategy Webinar
On January 9, 2025, our Chief Strategist and Partner, Scott T. Slayton, CFA, hosted Dave Hammer, lead Municipal Bond Portfolio Manager with PIMCO. In this webinar, Scott and Dave discussed the state of the U.S. bond market, Fed policy, government funding needs, and the future path of U.S. inflation.
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2024
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OCTOBER | KBRA Credit Webinar
On October 22, 2024, our Chief Strategist and Partner, Scott T. Slayton, CFA, joined Van Hesser, Chief Credit Strategist at KBRA, to discuss key public & private credit market issues. Their conversation covered the current position in the credit cycle, factors behind historically tight credit spreads, duration of outsized returns in private credit, trends in corporate credit ratings, and the health of the U.S. consumer and corporate balance sheets.
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MAY | 2024 Mid-Year Strategy Update
On May 22, 2024, our Chief Strategist and Partner, Scott Slayton, CFA, discussed his macro outlook for equities, Treasury bonds, credit, and commodities while also providing commentary on the key factors impacting today’s global economy.
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FEBRUARY | Gramercy Roundtable Discussion
On February 1, 2024, our Chief Strategist and Partner, Scott Slayton, CFA, participated in a roundtable discussion with Mohamed A. El-Erian and Robert Koenigsberger of Grammercy. They discussed the opportunities and challenges of today’s global markets with a focus on emerging markets.
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JANUARY | Apollo 2024 Macro Outlook Discussion
On January 17, 2024, Apollo’s Chief Economist Torsten Slok and our Chief Strategist Scott Slayton, CFA discussed their outlook for 2024.
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2023
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NOVEMBER | Two Texans By the Fireside
On October 24, 2023, Ed Hyman, Founder and Chairman of Evercore ISI and Head of Economic Research, and Scott Slayton…
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