Investments & Wealth Strategy Forum 2023 - New York City
Speaker & Session Information
CIO Insights: Navigating Investment Trends and Tomorrow's Opportunities
Moderator: Tony Davidow, CIMA®
Senior Alternatives Investment Strategist, Franklin Templeton Institute
Stephanie Link
Chief Investment Strategist, Head of Investment Solutions, Hightower Advisors
Lisa Shalett
Chief Investment Officer, Wealth Management, Morgan Stanley
November 29, 2023 4:15 - 5:15 p.m.
Join us for an in-depth exploration of the economic factors and market dynamics shaping the investment landscape with Stephanie Link and Lisa Shalett. These experts will offer valuable insights and analysis on critical topics, including the looming possibility of a recession, the intricate dance of inflation, the overall strength of the U.S. economy in a global context, and the evolving landscape of traditional and alternative investments. They will pinpoint shining opportunities and areas of caution while discussing the key factors they are closely monitoring, and associated risks.
Learning Objectives
• Explore the evolving landscape of traditional and alternative investments • Identify investment opportunities and key factors and risks • Review the current strength of the U.S. economy in a global context
Speaker Bios
Tony Davidow Senior Alternatives Investment Strategist, Franklin Templeton Institute
As an investment strategist for the Franklin Templeton Institute, Tony Davidow is responsible for developing and delivering the Franklin Templeton Institute’s insights on the use of alternative investments through independent research, participating in industry conferences, webinars and engaging directly with key partners and clients. Before his current role, Davidow held senior leadership roles with Morgan Stanley, Guggenheim and Schwab among other firms. Davidow began his career working for a New York-based family office and has worked directly with many institutions and ultra-high-net-worth families over the years.
He is a frequent writer and speaker with deep expertise in the use of alternative investments, asset allocation and portfolio construction, as well as goals-based investing. Davidow received the prestigious Investments & Wealth Institute Wealth Management Impact Award in 2020 for his contributions to the wealth management industry. In 2017, he was awarded the Stephen L. Kessler writing award and honorable distinction in 2015. He is also the author of "Goals-Based Investing: A Visionary Framework for Wealth Management." Davidow holds a BBA degree in finance and investments from Bernard M. Baruch College and has earned the Certified Investment Management Analyst (CIMA®) designation from the Investments & Wealth Institute and the Wharton School of the University of Pennsylvania. Davidow formerly served on the Board of Directors of the Investments & Wealth Institute, and currently serves as the chair of the Editorial Advisory Board for the Investment & Wealth Monitor."
Stephanie Link Chief Investment Strategist, Head of Investment Solutions, Hightower Advisors
Stephanie Link is the chief investment strategist and head of investment solutions at Hightower Advisors, In addition, Link runs an equity portfolio within the investment solutions group which has $3.5 billion in assets under management. Before joining Hightower, Link was the senior managing director and head of global equities research at Nuveen, where she co-managed the CREF Stock Variable Annuity Portfolio with $200 billion in assets, managed her own US Core portfolio with $3.7 billion in assets and oversaw 33 investment professionals who collectively managed $40 billion. Before joining Nuveen, Link spent seven years at TheStreet as chief investment officer and co-portfolio manager of Jim Cramer’s Charitable Trust. Before that, she served for 10 years at Prudential Equity Group as managing director of institutional sales and director of research. She began her career at Dean Witter Reynolds in the institutional sales department.
Link earned a BS in finance at Boston College. She currently serves as chairperson for the investment advisory council at the Basking Ridge Presbyterian Church in Basking Ridge, New Jersey and serves on the board of trustees at The Pingry School.As an investment professional with 31 years of experience managing money, Link’s insights are frequently sought after for industry events and by the media. She is currently a CNBC contributor and frequently appears on “The Halftime Report,” “Squawk Box,” “The Closing Bell” and “Power Lunch."
Lisa Shalett Chief Investment Officer, Wealth Management, Morgan Stanley
Lisa Shalett is chief investment officer and head of the Global Investment office for Morgan Stanley Wealth Management and a member of both the Global Investment Committee and the Wealth Management Operating Committee. Shalett has responsibility for managing the Global Investment Committee's models and Outsourced Chief Investment Office mandates. In addition, Shalett is responsible for Morgan Stanley Wealth Management thought leadership. Before joining the firm in September 2013, Shalett served as chief investment officer of Bank of America Merrill Lynch Global Wealth Management. Previously, she held several senior roles at AllianceBernstein during her 18-year tenure with the firm, including chairman and chief executive officer of Sanford C. Bernstein, LLC, and served as chief investment officer and head of Alliance Growth Equities. Shalett holds a dual Sc.B. degree in applied mathematics and economics from Brown University and an MBA from Harvard Business School. She is a Henry Crown fellow of the Aspen Institute and a founding member of the Financial Fellowship.
