<p>Webcasts</p>
In-depth analysis into markets and evolving investment landscape from our team of global market experts and strategists.
Upcoming Webcasts
September FOMC: Steady rates amidst rising crosswinds
AI-conscious asset allocation: Portfolio construction in a capital investment boom
Investment Quarterly insights: Fixed income outlook
Previous Webcasts
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