Join us for cocktails, dinner and the forecast for stocks and bonds.
Brian G. Belski – Chief Investment Strategist, Oppenheimer
Brian is a Managing Director, Chief Investment Strategist and leader of the Investment Strategy group, providing strategic investment and portfolio management advice to both institutional and private clients. Brian’s group produces several investment strategy and portfolio management publications on a regular basis. In his over 19 years in the investment industry, Brian has held various strategy and research positions, most recently as the Chief US Sector Strategist at Merrill Lynch. Brian is frequently quoted in the financial press, including a stint as one of the regular monthly co-hosts of Squawk box between 2002 and 2005. In addition, he was named the most accurate strategist on Wall Street according to a 2004 poll conducted by USA Today. Brian holds a BS degree from St. Cloud University
Anthony J. Crescenzi – Market Strategist / Portfolio Manager, PIMCO
Mr. Crescenzi is a Senior Vice President, Market Strategist and Portfolio Manager in the Newport Beach office. Prior to joining PIMCO in 2009, he was chief bond market strategist at Miller Tabak, where he worked for 23 years. He helped create that firm's asset management division and served as its chairman. Mr. Crescenzi has written three books, including his latest, "Investing from the Top Down," which was published in 2008, and a 1,200-page revision to Marcia Stigum's classic, "The Money Market." He taught in the executive MBA program at Baruch College from 1999-2009. He has 26 years of investment experience and holds an MBA from St. John's University and an undergraduate degree from the City University of New York.
Jason D. Trennert - Managing Partner / Chief Investment Strategist, Strategas Research Partners, LLC
Mr. Trennert is the Managing Partner and Chief Investment Strategist of the Firm. He has been ranked consistently by Institutional Investor magazine as one of the top Strategists on Wall Street and has been named to SmartMoney magazine's Power 30 list of the most influential people in the world of investing. He has earned a reputation as a keen market observer and for his regular, and often humorous, essays on investing. Widely quoted in the domestic and foreign press, he is a regular guest host on CNBC's Squawk Box. He is the author of the popular investment book, New Markets, New Strategies, published in 2005 by McGraw Hill. Prior to founding Strategas, Mr. Trennert was the Chief Investment Strategist and a Senior Managing Director at International Strategy & Investment (ISI) Group where he built and oversaw two of that Firm's most popular research efforts, the Company Surveys and more recently, its Investment Strategy Group. He has an MBA from The Wharton School at the University of Pennsylvania and BS in International Economics from Georgetown University.