Event Profile

The Global Outlook for 2016: It’s not all about ‘The Donald’

Date(s):
February 23, 2016
Note:
All times listed are in local time
Venue:
Downtown Harvard Club of Boston
One Federal Street
Boston, MA 02110 
Fee(s):
Free Event
Description:
Join us for a discussion with Peter Perkins, the founding partner and global strategist at MRB - The Macro Research Board and Adam Duncan, Managing Director at Global Investment Research, as we explore the prospect for rising rates, challenges to global growth, and the outlook for the energy sector.
 
The discussion will be followed by a reception.
 
Speaker
Peter Perkins
Founding Partner and Global Stategist
MRB - The Macro Research Board
 
Programme
5.30pm Registration and Reception
6.00pm Program with Peter Perkins
7.00pm Reception

About Our Speakers
 
 
PETER PERKINS, Founding Partner and Global Strategist, MRB - The Macro Research Board.
Peter Perkins is a founding partner of MRB - The Macro Research Board. Mr. Perkins has 31 years of experience in the industry, both as strategist and economist. He works closely with MRB clients on tactical and stategic asset allocation, assisting them in interpreting and translating macroeconomic and policy factors into tailored investment stategy. He writes extensively on asset allocation issues and strategy, key drivers of the global economy and capital markets, and investment opportunities and risks. He speaks widely at conferences, seminars and client meetings and regularly participates in investment committee meetings for select investment management firms. Recent reports he has authored include: U.S. Equities: Is The Shiller P/E Overstated?; Dividends: In Search Of Safety & Growth; and Assessing Equity Risks: Warning Signs Are Not Flashing. Prior to joining MRB, he was Managing Editor at BCA Research Inc.,focusing on tactical asset allocation and supporting major clients.
 
Over his career, Mr. Perkins has covered all major asset classes and regions, gained from working in the U.S., Hong Kong, Mexico and Canada.
 
Mr. Perkins has a Master’s degree in Economics from Pennsylvania State University and B.A in Economics from the University of Maryland.
 
MRB – The Macro Research Board is a privately-owned independent research firm providing integrated,global, multi-asset investment strategy as well as actionable, absolute-return ideas. Our views incorporatea long-term outlook based on in-depth theme research, together with rigorous forecasting models andindicators that drive 6-12 month asset market performance. MRB’s team of analysts and strategists leveragethe firm’s robust research engine and their extensive experience to ensure that investment strategy isdeveloped and articulated in an integrated, coherent and client-friendly manner.
 
 
ADAM DUNCAN is Managing Director, Global Investment Research, at Cambridge Associates located in Boston. In this role, Adam’s responsibilities include manager research and selection, portfolio construction and the oversight of a large hedge fund portfolio. He specializes in discretionary and systematic macro, CTAs, and other quantitative based approaches. Adam is a member of the firm’s Manager Research Investment Committee and is a frequent research contributor.
 
Prior to joining Cambridge Associates, Adam spent most of his career in trading, structuring, and sales of fixed income and foreign exchange derivatives. He spent 12 years at JP Morgan Chase and 3 years at Credit Suisse. He holds a B.S. in Information and Decision Systems from Carnegie Mellon University and a M.S. from the Graduate School of Industrial Administration at Carnegie Mellon.

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Downtown Harvard Club of Boston
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