2024 Global Investor Forum

Macro Pulse: Our Economy, Market, and a US Election Outlook

New York Life Investments' Chief Market Strategist, Lauren Goodwin, provides an overview of the U.S. Economy, specific trends we expect to drive global economic outcomes over the next 3-5 years, New York Life Investments’ high-conviction investment views, and how we think the U.S. election may affect policy, ideas, and outcomes that may impact the markets.

Megatrends 2024: Investable Opportunities in AI

Imagination has turned into reality through Artificial Intelligence. New York Life Investments seeks to explore the future implications of AI investing. Julia Hermann, Global Market Strategist at New York Life Investments, discusses the tangible opportunities we see and what we think investors can do to participate in AI investing. 

Credit: A Multiverse of Opportunities

A panel of our experts at MacKay Shields discusses credit opportunities we see within fixed income.

Moderated by: Thomas Musmanno, Senior Managing Director, Portfolio Manager, Taxable Fixed Income, MacKay Shields

Panelists: Zachary Aronson, Structured Products Credit Analyst, MacKay Shields

Philip Fielding, Co-Head of Emerging Markets Debt, MacKay Shields

Mark Kehoe, Portfolio Manager & Senior Credit Research Analyst, MacKay Shields

Edward Silverstein, Head of Convertibles, MacKay Shields

Private Markets Insights: How Capital Markets Meet the Private Markets

Josh Nieder, Chief Executive Officer of Apogem Capital, discusses opportunities we see across the private markets landscape, specifically in private equity and private credit, with a focus on the middle and lower-middle market.