FINDING RETURNS IN AN UNCERTAIN MARKET
Presented by the CT/Westchester Committee of CBSACNY
Where can investors find compelling opportunities in today’s environment? Rarely has the path forward been so difficult to navigate. The combination of the new Trump administration, an aging bull market and rising interest rates has left many investors uncertain as to where to invest for higher returns without taking excessive risk.
Join us at the stunning Belle Haven Club in Greenwich for a panel discussion on these topics and more. Coming from a variety of backgrounds with expertise across asset classes, our panelists will share their strategic insights and strategies on the best investment opportunities in the U.S. and abroad.
Seth Masters (Moderator) is Chief Investment Officer of Bernstein, heads the team that provides customized wealth-planning advice and manages the firm’s private client portfolios. He joined Bernstein in 1991 as a research analyst covering global financial firms. Masters has frequently been cited in print and appeared on television programs dealing with investment strategy. Masters worked as a senior associate at Booz, Allen & Hamilton from 1986 to 1990 and taught economics in China from 1983 to 1985. He holds an AB from Princeton University and an MPhil in economics from Oxford University. He is fluent in French and Mandarin Chinese.
Marc Magliacano is a Partner at L Catterton, the largest consumer-focused private equity firm in the world, operating multiple funds out of seventeen offices across five continents. Magliacano serves on several Boards, and is focused on investments in the high-growth specialty retail, consumer health, fitness and wellness sectors as well as the food and beverage industry. Prior to joining L Callerton 11 years ago, he was a senior investment professional at North Castle Partners. Marc has a BS in Economics from Wharton and an MBA from Columbia.
Michael Mauboussin, Head of Global Financial Strategies, Credit Suisse, and adjunct professor at CBS since 1993. Mauboussin is on the faculty of the Heilbrunn Center for Graham and Dodd investing. He twice received the Dean's Award for Teaching Excellence and was highlighted in Business Week highlighted as one of the School's "Outstanding Faculty" in their Guide to the Best Business Schools. He is the author of several books and periodicals, including the highly acclaimed More Than You Know: Finding Financial Wisdom in Unconventional Places. Mauboussin received his A.B. from Georgetown University and is Chairman of the Board of Trustees of the Santa Fe Institute, a leading center for multi-disciplinary research in complex systems theory.
Charles Spero is the managing partner and founder of Crescent Sky Capital, an alternative fixed income asset management firm. He was previously head of Nomura’s global markets business in the Americas. While at the bank, he oversaw the allocation and risk management of approximately $100bn in AUM, working across the mortgage, proprietary trading, credit, government, foreign exchange and equity businesses. Spero spent the majority of his career at Lehman Brothers where he traded all types of asset backed and non-agency mortgage product before being promoted to oversee the entire U.S. Securitized products division in mid-2008. He holds a Bachelor of Arts from Yale University graduating with distinction in his major of Ethics, Politics and Economics.
Paolo Vicinelli is a Portfolio Manager and Senior Analyst within the Alternative Investment Group at Gabelli Funds. He holds over 25 years of investment experience focusing on global special situations and merger transactions. Vicinelli has extensive knowledge in risk management, securities trading and operations. He is co-author of Deals…Deals...and More Deals, a detailed text dedicated to mergers and acquisitions first published by the Gabelli University Press in 1999. He was born in Milan, and is a dual citizen of Italy and the United States. Vicinelli graduated from Colgate University with a BA in History and received his MBA in Finance from Columbia Business School. He was very well received when he spoke to our alums in 2014 and will again address new trends.
Date: Thursday, April 27, 2017
Time: 6:00-8:15 pm (sign in and networking reception: 6:00-6:30; panel 6:30-7:45; networking 7:45-8:15)
Location: Belle Haven Club, 100 Harbor Drive, Greenwich CT
Tickets: CBSACNY Members: $35; Non-CBSACNY members: $45
All tickets include the cocktail reception. If space permits, tickets at the door will be sold at $50 - we suggest you pre-register.
SPECIAL OFFER: Attend two events for free this year with the purchase of a one-year ($85 or more) membership to the Columbia Business School Alumni Club of New York. Click here to join now and then contact us for your promotional code before you register for the events of your choice (cannot be combined with other promotional codes; sports events and holiday parties are excluded.)
Thank you to our hosts Mario Gabelli and Regina Pitaro.
This event has been organized by Dean Gamanos, Thomas Miele and John Murphy of the CT/Westchester Committee of CBSACNY.