1 hour, 3 minutes

About This Event

Senior investment leaders offer insight into navigating today's market challenges, and where to find opportunities.


  • Macroeconomic conditions
  • Market reactions to heightened uncertainty
  • The case for a resilient portfolio
  • Drivers of long-term performance
  • Attractive investment opportunities in today’s market
  • Strategies to navigate the current market environment and key risks to consider
Accepted for one hour of CFP®, CFA® & CIMA®, CIMC® or CPWA® CE Credit for webcast attendees. 



Executive Managing Director
MacKay Municipal Managers

Robert is an Executive Managing Director, Co-Head of MacKay Municipal Managers, and Portfolio Manager of the MainStay MacKay municipal bond funds. His primary focus is in the investment-grade component of the market and special situations.  He is a member of the firm’s Senior Leadership team.

Robert joined the firm in 2009 when the firm acquired the assets of Mariner Municipal Managers LLC, where he was President and Co-Founder. Previously, he was a Managing Director and Co-Head of the Municipal Portfolio Management Group at BlackRock and Senior Portfolio Manager and Managing Director of the Municipal Product Group at Merrill Lynch Investment Managers. He has worked in the financial services industry since 1989.

Robert earned a B.S. in Finance from the University of Connecticut and an M.B.A. from the Rutgers University Business School.


Chartered Financial Analyst (CFA)

Managing Director and Senior Macroeconomist
MacKay Shields LLC

Steve is Senior Macroeconomist for the Global Fixed Income Team and Chair of the Investment Policy Committee. Steve joined MacKay Shields from BNP Paribas Asset Management (originally Fischer Francis Trees & Watts), where he served as a Senior Economist providing macroeconomic forecasts and scenario analysis for internal investment teams as an input into strategic and tactical asset allocation. Prior to that, he served as Director of Market Analysis and Foreign Exchange and Investments at the Federal Reserve Bank of New York, where he held a variety of senior roles for more than fifteen years.

Steve received his BA from Wesleyan University and holds masters degrees from Johns Hopkins – School of Advanced International Studies and Columbia Business School.

Executive Chairman, Co-CIO
Epoch Investment Partners, Inc.

Bill is Executive Chairman and Co-Chief Investment Officer of Epoch Investment Partners, which he co-founded in 2004. He is also a Portfolio Manager for Epoch’s global equity investment strategies including the MainStay Epoch Funds, and leads the Investment Policy Group, a forum for analyzing broader secular and cyclical trends that Epoch believes will influence investment opportunities.

Previously, Bill was a member of the Global Executive Committee of Credit Suisse Asset Management (CSAM), Chairman and Chief Executive Officer of Credit Suisse Asset Management Americas, and CEO and Portfolio Manager of its predecessor firm BEA Associates, which he co-founded in 1972. During his 30-year tenure at BEA and CSAM, he developed the firm into a well-recognized investment manager with over $100B under management. He has worked in the financial services industry since 1965.

Bill is the author of several published articles and papers on investing and finance, including the books, The Financial Reality of Pension Funding Under ERISA, Free Cash Flow and Shareholder Yield: New Priorities for the Global Investor, and the more recent Winning at Active Management: The Essential Roles of Culture, Philosophy, and Technology (with co-authors Steven Bleiberg and Michael Welhoelter).  

Bill earned a B.A. in Accounting and Political Science from Duke University and an M.B.A. from the University of Pennsylvania Wharton Graduate School of Business.


Chartered Financial Analyst (CFA)

Council on Foreign Relations Member 

Former CPA

Member of Barron’s Roundtable 

William W. Priest Chair in Finance at Duke University’s Fuqua School of Business

Managing Director and Head of Product Management
New York Life Investments

Steve Sciortino is Managing Director at New York Life Investments, responsible for the Product Management Group. In this role, Steve is responsible for driving product strategy and leading the product management efforts for the Funds and ETFs, working with marketing and sales teams to collectively achieve firm goals. Steve’s group provides product positioning ideas, market insights, investment updates, data analytics, and competitive analysis to various internal and external partners.

Steve holds a BA in Political Science from Monmouth University and an MBA from New York University Stern School of Business. He has over 20 years of industry experience.