Start Date:4/11/2024
Start Time: 4:00 PM ET/1:00 PM PT
Duration:60 minutes
Abstract:
Join LPL Financial, who works in partnership with your advisor, for a webinar that brings market insights to you. From what happened last quarter to when interest rates may fall, you’ll get a solid overview – and great takeaways for the next discussion with your advisor. Meet the speakers
Hosted by senior leaders of LPL Research, you’ll hear from some of investing’s brightest minds, regulars in media outlets like CNBC or MarketWatch.
SpeakersMarc Zabicki Chief Investment Officer LPL Research LPL Financial Marc serves as LPL Financial’s Chief Investment Officer. In this role, Marc is responsible for guiding the
investment decision-making across the Research department’s entire franchise. This includes chairing the firm’s
Strategic and Tactical Asset Allocation Committee (STAAC), steering Research’s investment models, and
overseeing the firm’s market strategy and manager research advice delivery. Marc leads an experienced,
talented and multi- faceted team of investment professionals who are dedicated to serving LPL Financial
advisors and their clients.
Marc has a deep and diverse background in the fundamental, technical, and behavioral analysis of global
financial markets. Prior to joining LPL, he served as Founder and Chief Investment Officer for Bower Hill Capital
Management, a consulting firm that counsels advisors on building, installing, and managing a comprehensive
investment philosophy and process in their practices. The role included publishing market strategy research used
to communicate investment views to advisors and their clients.
Prior roles include serving as a Senior Market Strategist for Ameriprise Financial, where he formed and chaired the
Ameriprise Global Asset Allocation Committee, responsible for instituting a comprehensive broker-dealer view on
asset allocation and market strategy. He also held Strategist and Analyst roles at H&R Block Financial
Advisors/Ameriprise Financial, and Salomon Brothers/Citigroup, respectively.
Marc has more than 25 years of experience in the investment industry, and received a BS in Economics from
Florida State University. He’s also a Chartered Financial Analyst (CFA), and holds the Series 7, 16, 24, 63, 65,
86, and 87 registrations.
Quincy Krosby, PhD Chief Global Strategist LPL Financial In her role, Quincy provides a perspective on global
capital markets with an emphasis on the macro-economic environment, coupled with the fundamentals
underpinning the broader market landscape. In addition, Quincy is a voting member of the firm’s Strategic and
Tactical Asset Allocation Committee (STAAC).
Previously, Quincy was the Chief Market Strategist at Prudential Financial, and Global Investment Strategist at
Deutsche Bank asset management. She also held global capital markets positions at Credit Suisse and Barings.
Before coming to Wall Street, Quincy Krosby was a U.S. diplomat, serving in Washington and United States
embassies abroad, including a posting as energy attaché at the U.S. Embassy in London. In addition to numerous
assignments at the U.S. Department of State, she served as Assistant Secretary of Commerce, and represented
the United States to the International Monetary Fund, positions which require confirmation by the U.S. Senate.
She is frequently quoted in the financial press and appears often on business television.
Quincy studied at the London School of Economics where she earned her Master's and Doctoral degrees. She
currently holds Series 7, 63 and 24 registrations.
Jeffrey J. Roach, PhD Chief Economist LPL Financial Responsible for relating economic conditions with financial market outcomes, Jeffrey provides forward-looking views of global economic conditions and sets forecasts across various economic data series. He is known for his cutting-edge research and maintains frequent contact with Fed economists, Wall Street analysts, and others.
If you're already registered for the Quarterly Economic and Market Update , click below:
ALREADY REGISTERED?
|
|
|