Overview
Explore full event details, including the agenda, speakers, and how to register for this webinar.
We continue the series by gathering a new panel to discuss their careers as Investment Strategists, the role which analyzes and opines on cross-asset market movements and advises money managers on asset allocations and portfolio positioning.
Speakers
Elyse Ausenbaugh, CFA
Head of Investment Strategy, J.P. Morgan Wealth Management
Elyse, in partnership with asset class leaders and the Chief Investment Officer and team, is responsible for developing and communicating the firm’s economic and market views and investment strategies to Advisors and clients. Elyse has spent her entire career at J.P. Morgan. She was formerly a member of the Wealth Management Investments Business Management Team, supporting the Global Head of Investments and Global Head of Client Advice and Strategy.
Mike Wilson, CFA
Chief Investment Officer, Chief U.S. Equity Strategist, Morgan Stanley
Michael Wilson is currently the Chief Investment Officer and Chief U.S. Equity Strategist for Morgan Stanley. As CIO, Mike is responsible for all investment advice provided to the Firm’s institutional and retail clients. As the Chief US Equity Strategist, Mike is responsible for leading Morgan Stanley’s Equity Strategy advice to the firm’s global institutional clients. Since taking on this role in 2017, Mike has consistently been ranked among the top Equity Strategists on the street having achieved the #1 position between 2022-24.
Guy Foster, CFA
Chief Strategist, RBC Brewin Dolphin
Guy joined RBC Brewin Dolphin in 2006 and has previously served as Head of Research before becoming the Chief Strategist. His responsibility covers the investment strategy, providing recommendations on tactical investment strategies to our investment managers and leads the Investment Solutions business.
Agenda
Alongside a panel of experts, Rob Langrick, CFA, CIPM will help you understand:
- What do Investment Strategists do day-to-day?
- How do they serve security analysts, portfolio managers and Chief Investment Officers?
- What are the key skills and attributes you need to be a successful Investment Strategist?
- What are the most common ways to land an Investment Strategist role?
- How does the CFA Program set you up for success as an Investment Strategist?