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EDUCATION SESSION #1106
2020 Global Market Outlook and Portfolio Strategies
Look into the future and evaluate investment strategies for 2020. Gain insights for your clients' portfolios, and your own. Joyce Chang, Chair of Global Research, J.P. Morgan, Lale Topcu oglu, Senior Fund Manager and Head of Credit, J O Hambro Capital Management, and Simon Potter, Nonresident Senior Fellow, Peterson Institute for International Economics, who headed the Federal Reserve Bank of New York Markets Group until late last year, will share their outlooks on key issues, including:

  • Global macro forecasts and market views
  • Key themes across asset classes
  • Digital currencies
  • Fed monetary policy
  • Geopolitical risks

Bring your questions and prepare to take a broad perspective.

This is an opportunity to network with colleagues, meet the 100WF South Florida committee, and learn about 100 Women in Finance's three core pillars: Education, Peer Engagement and Impact.

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DATE
27 February 2020
TIME
9:00 AM Registration
9:15 AM Event Begins
The program will begin promptly at 9:15 AM ; please allow time to get through building security and to register before the event begins.
LOCATION
J.P. Morgan
205 Royal Palm Way
Palm Beach , FL 33480
PARTICIPANTS
Joyce Chang
J.P. Morgan

Simon Potter
Peterson Institute for International Economics

Lale Topcuoglu
J O Hambro Capital Management

Rui Falcon CFA
Moderator
Princeton Asset Management
HOST
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100WF CAIA Charter Scholarship Application Deadline February 28, 2020
100WF members are encouraged to apply, and refer friends and colleagues interested in portfolio management to apply, to be one of ten 100WF CAIA Charter scholarship awardees. The CAIA Foundation will award ten scholarships, generously underwritten by PAAMCO, to women to pursue the CAIA Charter beginning with the Level I exam in September 2020. View Eligibility and Benefits and APPLY HERE .

BIOGRAPHIES
Joyce Chang
Chair of Global Research, J.P. Morgan

Joyce is chair of Global Research at J.P. Morgan’s Corporate and Investment Bank, a global leader in Banking, Markets and Investor Services. J.P. Morgan’s Global Research professionals study all sectors in which the firm does business, including equities, fixed income, currency and commodities, emerging markets, derivatives and structured finance. The global research team has been named the top global research firm for 2017 and 2018 by Institutional Investor. Joyce was most recently Global Head of Research for the Corporate and Investment Bank, a role she held for more than five years. She was previously Global Head of Fixed Income Research and began her career as an Emerging Markets Strategist. From 1997 through 2012, Joyce held top rankings in Institutional Investor surveys for Emerging Markets research, earning 25 #1 individual rankings. In 2014, she was inducted into the Fixed Income Analyst Society Hall of Fame. Joyce was a Managing Director at Merrill Lynch and Salomon Brothers prior to joining J.P. Morgan Chase in 1999. She serves on the Board of Directors of Trickle Up and Girls Inc. and is a member of the Council on Foreign Relations, the Economic Club of New York, the Bretton Woods Committee and the Inter-American Dialogue. She is the Senior Sponsor for J.P. Morgan’s Corporate and Investment Bank Women on the Move Network, the network for employees of Asian heritage (AsPIRE) and Nonprofit Board Service. She has been named as one of Top 25 Most Powerful Women in Finance by American Banker since 2012.

Simon Potter
Nonresident Senior Fellow, Peterson Institute for International Economics

Simon Potter has been a nonresident senior fellow at the Peterson Institute for International Economics since September 2019. His current research focuses on central bank operations, monetary policy, digital currencies, reference rates, the role of the dollar, and economic forecasting. Prior to joining the Institute, he was head of the Markets Group and System Open Market Account (SOMA) manager at the Federal Reserve Bank of New York. In this role, he oversaw the implementation of domestic open market and foreign exchange trading operations on behalf of the Federal Open Market Committee (FOMC), the execution of fiscal agent support for the US Treasury, the provision of account services to foreign and international monetary authorities, and the administration and production of reference interest rates for US money markets. He started at the New York Fed in June 1998 and served as director of economic research and co- head of the Research and Statistics Group at the New York Fed, prior to becoming head of the Markets Group in June 2012 where he was responsible for monetary policy advice. He played a prominent role in the Federal Reserve’s financial stability efforts, including by contributing to the design of the 2009 US bank stress tests, as a member of the international Macroeconomic Assessment Group that supported the Basel Committee’s work to strengthen bank capital standards and, most recently, as chair of the Global Foreign Exchange Committee. In addition, he worked for the Financial Stability Oversight Council in 2011 to produce its first annual report. Prior to working at the New York Fed, he was an assistant professor at the University of California Los Angeles. He has also taught at Johns Hopkins University, New York University, and Princeton. His academic research focused on applying Bayesian methods to time series models. Simon holds PhD in Economics from the university of Wisconsin-Madison and has both MPhil in Economics and Bachelor of Philosophy, Politics and Economics from Oxford.

Lale Topcuoglu
Senior Fund Manager and Head of Credit, J O Hambro Capital Management

Lale is a Senior Fund Manager and Head of Credit for JOHCM's Multi-Asset Value team. She comes to JOHCM after spending 17 years at Goldman Sachs in various leadership roles, where she invested across credit and equity markets. Prior to joining JOHCM, she was the Global Head of Alternative Corporate Credit and the portfolio manager for corporate credit exposures in multi-asset class fixed income and equity commingled Income Builder portfolios at Goldman Sachs Asset Management (GSAM). Her previous roles at GSAM included co-head of Global investment Grade and Senior Analyst on the Bank Loan team. She started her career as a sell-side research analyst in 1999 at Goldman Sachs, covering Cable, Satellite and Wireless Towers Sectors in both credit and equity research. She was named Managing Director in 2010. Lale earned a BA in Economics and Politics, cum laude, from Mount Holyoke College.

Rui Falcon CFA
Founder, Princeton Asset Management

Rui Falcon is the co-founder of Princeton Asset Management and serves as the Firm’s Chief Executive Officer. Princeton Asset Management manages assets and investments for both institutional and private clients. She oversees investment management, operations, and compliance of the Firm. Her investment team and strategies have been ranked as top performers in the country. Falcon has been interviewed and quoted by various media, including Bloomberg, Reuters, Emerging Manager monthly and North American Economic Herald. Previously, Falcon worked as an investment banker on debt issuance and credit analysis for JP Morgan Securities in Debt Capital Markets in New York and Asia. After that, she worked as a senior portfolio manager with Fannie Mae in its Treasury and Fixed Income Department as part of the team that managed Fannie Mae’s fixed income issuance process that supports a $110 billion debt book. Falcon was a member of the Investment Committee and the Director of Investments at The Cline Group, a Single-Family Office with a multi-billionaire principal. She holds an MBA in Finance and Accounting from the University of Chicago Booth School of Business.
ABOUT
J.P Morgan
J.P. Morgan (NYSE: JPM) is a global leader in financial services providing consumer & community banking, corporate and investment banking, commercial banking, asset and wealth management services. With offices in more than 100 countries, the Firm's employees serve clients worldwide, including corporations, governments, institutions, and individuals. For more information about J.P. Morgan, please visit www.jpmorganchase.com .
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