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EDUCATION SESSION

Macroeconomic and Geopolitical Outlook for 2024

What does your crystal ball say about the macroeconomic and geopolitical outlook for the year ahead? Explore key themes, such as slowing economic growth, converging inflation, evolving central bank policy, and political tension, that will impact global investing. Learn how to navigate the increasingly complex investment environment and find some safe harbours, whether for your clients, your firm or your own portfolio.


Share your newfound insights over drinks and canapés as you network with peers and expand your circle of contacts, following the discussion.

DATE

23 January 2024

TIME

6:00 PM Registration

6:30 PM Event Begins

The program will begin promptly at 6:30 PM; please allow time to get through building security and to register before the event begins.


Networking reception will follow.

LOCATION

UBS

5 Broadgate

London, EC2M 2QS, United Kingdom

PARTICIPANTS

Alberto Gallo

Andromeda Capital Management


Vivek Paul, FIA

BlackRock Investment Institute


Joanna Sharples, FIA

Aon

 

Claire Tucker

UBS


Katie Martin

FT

Moderator

HOST

UBS

www.ubs.com

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IMPORTANT

This program is organised by 100WF member volunteers in their personal time. If you register, please make every effort to attend. After registering, if you find you can’t attend, please let us know as soon as possible and at least one week prior to the event so we can try to fill your spot from the waitlist.

  

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BIOGRAPHIES

Alberto Gallo

Chief Investment Officer and Co-Founder, Andromeda Capital Management


Alberto Gallo is Chief Investment Officer and Co-founder at Andromeda Capital Management. Prior to that, Alberto initiated and ran the Global Credit Opportunities fund at Algebris Investments (2016-2022). Previously he ran macro credit research at RBS in London (2011-2016), and served in senior research roles at Goldman Sachs in New York (2008-2011), Bear Stearns in New York and London (2007-2008) and Merrill Lynch in London (2004-2007). Alberto is a CFA charterholder. He earned an MSc in Economics two years ahead of the norm, cum laude, from Bocconi University (2004), where he is now a guest professor in macroeconomics, at the SDA Bocconi School of Management. He has served on the ECB working group for financial stability for nearly ten years. He previously served in the Navy at the “F. Morosini” Naval Academy in Venice, Italy, where he led the 1997-2000 cadet class and was a national track & field athlete.

 

Vivek Paul, FIA

Global Head of Portfolio Research and UK Chief Investment Strategist,, BlackRock Investment Institute


Vivek Paul, FIA, Managing Director, is Global Head of Portfolio Research and UK Chief Investment Strategist for the BlackRock Investment Institute (BII). The BII leverages BlackRock’s expertise and produces proprietary research to provide insights on the global economy, markets, geopolitics and long-term asset allocation – all to help clients and portfolio managers navigate financial markets. Vivek leads BII's Portfolio Research group, which is responsible for developing the core principles and intellectual property that underpin BlackRock's approach to portfolio design, such as Capital Market Assumptions and optimization tools. Vivek is part of BII's Global Leadership team. Prior to joining BlackRock in 2013, Vivek worked at Towers Watson as an investment consultant, where he specialized in advising pension funds and corporate clients on liability hedging derivative arrangements, financial modelling and investment strategy. He began his career at Hewitt Associates in 2005. Vivek earned an MMath degree in Mathematics from the University of Warwick in 2005, with first class Honours. He earned an MSc in Actuarial Finance from Imperial College, London, in 2008 and is a Fellow of the Institute of Actuaries.


Joanna Sharples, FIA

CIO, Aon DC Solutions, Aon 

 

Joanna is a Partner in Aon's Investment Practice and is the Chief Investment Officer for Aon’s DC Solutions. She has over 20 years’ experience in the pension and investment industry and is a Fellow of the Institute and Faculty of Actuaries. Joanna is responsible for the development and implementation of delegated investment solutions for DC pension schemes, working closely with Aon’s UK delegated team. Joanna also leads the development of Aon’s house views around DC investments, in particular default and lifestyle strategies, and sits on the UK DC Investment Committee and UK Investment Policy Group.


Claire Tucker

Head of Trading and Fixed Income Relative Value Strategies, UBS


Claire is a member of the HFS Senior Investment Forum and is primarily responsible for manager research, performing investment due diligence on prospective and existing hedge fund investments, while also contributing to asset allocation and portfolio management decisions. Prior to joining UBS in 2013, she spent two years as an Analyst on the European Rates Research team at RBS Markets where she covered fixed income and cross-asset derivatives in EUR, GBP, USD and JPY (2011-2013).


Katie Martin

Markets Columnist, FT



Katie Martin is a columnist and member of the FT's editorial board. She writes the weekly Long View column on market trends as well as other opinion pieces, and appears weekly on the Unhedged podcast. Previously, she spent four years as the FT's markets editor, and also several years on the FT's live news service. Prior to joining the FT in 2015, she spent 11 years at the Dow Jones/Wall St Journal group, also covering markets.

ABOUT


100 Women in Finance

100 Women in Finance strengthens the global finance industry by empowering women to achieve their professional potential at each career stage. Its members inspire, equip and advocate for a new generation of industry leadership, in which women and men serve as investment professionals and executives, equal in achievement and impact. Through Education, Peer Engagement and Impact, the organization furthers the progress of women who have chosen finance as a career, and enables their positive influence over pre-career young women.

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