<p>Webcasts</p>

Quarterly DC review

4Q26 Guide to the Markets - PM

4Q26 Guide to the Markets - AM

Investment Quarterly insights: Fixed income outlook

AI-conscious asset allocation: Portfolio construction in a capital investment boom

September FOMC: Steady rates amidst rising crosswinds

3Q26 Guide to Alternatives - Alternatives Big Picture

3Q26 Guide to Alternatives - Deep Dive: Convergence in Public & Private Markets

July FOMC: Resolute or Patient? The Fed and Inflation

Unlocking Value in Private Equity Distributions: Landscape, Pipeline, and Execution

A conversation with Jamie Dimon

Speakers: Jamie Dimon and William Sinclair (Mod)

Research Analyst roundtable: How long can AI demand outstrip supply?

Speakers: Evan Olonoff (Commodities), Aga Zmigrodzka (Energy), Amod Guatam (Consumer/Healthcare), David Lebovitz (Mod)

Quarterly DC Review

Speakers: Tina Anstett, Jack Manley, Meghan Dorr (Mod)

Beyond the IPO: Capturing growth and alpha in converging public and private markets

Speakers: Dr. David Kelly, Felise Agranoff, Paris Heymann. Aaron Mullvihill (Mod)

Investment Quarterly Insights: Fixed Income Outlook

Speakers: Bob Michele. Vikas Pathani, Marika Dysenchuk (Mod)

3Q26 Guide to the Markets - PM

Speakers: Dr. David Kelly, Gabriela Santos

3Q26 Guide to the Markets - AM

Speakers: Dr. David Kelly, Gabriela Santos

Rationalizing global equity exposures with ETFs

Speakers: Jared Gross, Garrett Norman

Semiquincententacles: the US grip on global markets

Speakers: Michael Cembalest

Beyond passive: Capturing U.S. growth opportunities

Speakers: Giri Devulapally, Larry Lee, Steve Lewis (Mod)

June FOMC

Speakers: Dr. David Kelly, David Lebovitz, Bob Michael, Katie Korngiebel (Mod)

International investing: Unpacking the markets and opportunities

Speakers: Gabriela Santos, Piera Elisa Grassi, Anjali Balani (Mod)

The Fed, rates, economy and inflation: What you need to know NOW when it comes to fixed income investing

Speakers: Cary Fitzgerald, Kelsey Berro, John Ecklund (Mod)

Principles for Successful Long-term Investing

Speakers: Dr. David Kelly, Jack Manley, Sahil Gauba (Mod)

Equity Outlook: Global Insights for Local Alpha

Speakers: Paul Quinsee, Scott Davis, Ashley Rose Maisano (Mod)

Portfolio Perspectives on US Growth & Tech with Joe Wilson

Speakers: Joe Wilson, Nick Cangialosi (Mod)

2Q26 Guide to Alternatives - Webcast 2

Speakers: Aaron Mulvihill, Gilly Zimmer, Anurag Agarwal, Grant Papa (Mod)

The Private Credit Paradox: Revisiting the Risks and Rewards of an Evolving Asset Class

Speakers: Aaron Mulvihill, Jared Gross

2Q26 Guide to Alternatives - Webcast 1

Speakers: Gabriela Santos, Aaron Mulvihill, Grant Papa (Mod)

April FOMC: Powell’s parting pause

Speakers: Dr. David Kelly, Gabi Santos

AI: Adoption to implementation

Speakers: Laura Huang, Janet King, Preston Scherer, David Lebovitz (mod)

The AI revolution: Capabilities, Challenges and Competition

Speakers: Dr. David Kelly, Tai Hui, Stephanie Aliaga, Brandon Hall (Mod)

2Q Guide to the Markets

Speakers: Dr. David Kelly and Meera Pandit

2Q Guide to the Markets

Speakers: Dr. David Kelly and Meera Pandit

2026 Corporate Pension Peer Analysis

Speakers: Mike Buchenholz, Jared Gross, Joe Steccato (Mod)

Uncovering underappreciated growth: Why active management matters

Speakers: Giri Devulapally, Steve Lewis (Mod)

March FOMC

Future Shock: What comes after the US invasion of Iran and after the Rise of Agentic AI

Speaker: Michael Cembalest

The global implications of the Iran conflict

Speakers: Dr. David Kelly, Karen Ward, Tai Hui. Brandon Hall (Mod)

The evolving war with Iran and investment implications

Speakers: Dr. David Kelly, Derek Chollet, Robert Cook, Andy Dacy, Aga Zmigrodzka, Brandon Hall (Mod)

The Investment implications of the U.S. strike against Iran

Speakers: Dr. David Kelly, Derek Chollet and Brandon Hall (Mod)

1Q26 Guide to Alternatives - Webcast 2

2026 Private Credit Outlook: A new era of public-private convergence

Speakers: Jeff Bracchitta, Leander Christofides, Jim Reidy (Mod)

1Q26 Guide to Alternatives - Webcast 1

Speakers: Dr. David Kelly, Aaron Mulvihill

AI Boom or Bust?

Join our research analysts as they share their unique perspectives on AI and its impact across global markets and asset classes. Learn about emerging trends, critical risks and new opportunities to make more informed investment decisions.

Speakers: Kris Erickson, Ashmi Mehrotra, Jeffrey Hutz, David Lebovitz (Mod)

January FOMC

After the FOMC meeting on January 28th, Chief Global Strategist, Dr. David Kelly will be joined by Bob Michele, CIO and Head of the Global Fixed Income, Currency and Commodities group, and David Lebovitz, Global Strategist for Multi-Asset Solutions. Together, they will discuss the outlook for the economy, policy and financial markets. Their remarks will be followed by a Q&A session.

Speakers: Dr. David Kelly, Bob Michele, David Lebovitz

Transforming Fixed Income Investments with Active ETFs

This webcast will explore how active ETFs are reshaping fixed income investing for institutional investors. As strategic priorities and asset allocation approaches evolve, there is a growing need for greater diversification, risk mitigation, and enhanced portfolio performance. In today’s environment—characterized by normalizing interest rates and heightened volatility—revisiting fixed income allocations is both timely and essential.

Speakers: Amanda Mentis, Andrew Melchiorre, Dorothy Lariviere, Ian Fenwick (Moderator)

Quarterly DC Review

Featuring: Tina Anstett, J.D. and Stephanie Aliaga

2026 Check In: A conversation with our Fixed Income and Equity CIOs

From Fed policy, inflation and rates to AI and beyond, our Global CIOs explore the key themes affecting your clients as we begin 2026. Join this interactive discussion to share your thoughts and hear ours.

Speakers: Bob Michele and Paul Quinsee

1Q26 Guide to the Markets Webcast (Afternoon)

Featuring: Dr. David Kelly, Meera Pandit

1Q26 Guide to the Markets Webcast (Morning)

Featuring: Dr. David Kelly, Meera Pandit