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Upcoming events

Value investing in a changing world: Special fireside chat with Bill Ackman and Ryan Israel

On Friday, May 2, Mark Axelowitz, Managing Director and UBS Private Wealth Advisor, and I will be hosting a special fireside chat on the outlook for the world, economy, and value investing with Bill Ackman, Founder and CEO of Pershing Square Capital Management, and Ryan Israel, Chief Investment Officer at Pershing Square Capital Management.

Location

Date & time

Speakers

Supporting links

Virtual

02 May , 20253:00 PM - 4:00 PM Eastern
  • Mark Axelowitz, Managing Director and UBS Private Wealth Advisor
  • Bill Ackman, Founder and CEO of Pershing Square Capital Management
  • Ryan Israel, Chief Investment Officer at Pershing Square Capital Management

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100 days in: Trump 2.0, tariffs, and the road ahead

On May 1, we will be hosting a special edition of our House View monthly livestream to discuss the administration's first 100 days and what we can expect going forward.

Event Agenda: 
- US trade policy: What's next for Washington?
- Geopolitical impact: A world in transition
- How to invest: CIO's macro and market views

 

Location

Date & time

Speakers

Supporting links

Virtual

01 May , 20251:00 PM - 1:30 PM Eastern
  • Douglas Irwin, Professor of Economics at Dartmouth College and author of Clashing over Commerce: A History of U.S. Trade Policy
  • Admiral James Stavridis, Vice Chair of Global Affairs at The Carlyle Group and former 16th Supreme Allied Commander at NATO
  • Jason Draho, Head of Asset Allocation, CIO Americas and Paul Donovan, Chief Economist, Global Wealth Management

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US House View Monthly Livestream–Tariffs, volatility, and your portfolio

Tariffs have been one of the most prominent issues affecting the US economy this year. The Trump administration has been working to reshape US trade policies with global partners, but it has not been without its fair share of challenges. Now in month three of his term, President Trump plans to deliver a reciprocal tariff announcement.

Join Leslie Falconio, CIO Head of Taxable Fixed Income Strategy, and David Lefkowitz, CIO Head of US Equities, for a discussion on how the announcement could affect equity and fixed income markets. They’ll also cover CIO’s outlook for the second quarter of 2025.

Location

Date & time

Speakers

Supporting links

Virtual

03 April , 20251:00 PM - 2:00 PM Eastern
  • Leslie Falconio, CIO Head of Taxable Fixed Income Strategy
  • David Lefkowitz, CIO Head of US Equities

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