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Fifth Annual Tri-State Institutional Investor Forum

Marcia Peters, CFA, Chief Investment Officer, will be speaking at the Fifth Annual Tri-State Institutional Investor Forum at the Harmonie Club in New York City on February 22, 2017. Marcia will be one of four panelists during the discussion on:

Reviewing Global Equity Portfolios
An eight-year bull market in U.S. public equities, coupled with relative weakness overseas, puts the idea of global diversification on the back burner for many investors. But as markets continuously cycle, is now the time to start reducing domestic equity exposure and actively search for international growth?

Moderator:

  • Francine Kollydas, Director, Investment Management, National Grid USA

Panelists:

  • Marcia Peters, CFA, Chief Investment Officer, Portfolio Evaluations, Inc.
  • Thomas Garrett, Senior Associate Director, Strategic Research, Verus
  • Douglas Bennett, Executive Director & Senior Portfolio Adviser, Vontobel Asset Management

For additional information, or to request the full agenda, click here.