Pandemics, elections, recessions and high-flying markets… What’s in store for 2021? Ask our market experts.
Join us at 12pm ET on December 14th to hear acclaimed Wall Street strategist Jonathan Golub, and active management activist Dan Hanson rejoice and lament over the 2020 markets while telling us what to expect in the new year. The two will debate and concur on a variety of market influencing factors while taking your questions submitted both live or in advance. You can submit questions through the Zoom chat during the session or email them to Andrei Nechkin in advance at andrei@alumni.upenn.edu.
About Jonathan Golub
Jonathan Golub is a Managing Director and Chief U.S. Equity Strategist for Credit Suisse, based in New York. In this role, he is responsible for the firm’s equity outlook, including market and earnings forecasts, as well as sector and thematic recommendations. Jonathan is a 30-year industry veteran, having served in senior investment strategy roles on the buy-side at JP Morgan Asset Management and the sell-side at Bear Stearns, UBS and RBC. Mr. Golub is a graduate of the Wharton School of the University of Pennsylvania, a CFA charter holder, and has been recognized as a top-ranked strategist by Institutional Investor.
About Dan Hanson
Dan Hanson is Chief Investment Officer of Waddell & Reed Financial, Inc., and of the company’s asset manager, Ivy Investment Management Company. He is responsible for leading the firm’s Investment Management Division and serves as a member of the company’s executive leadership team. Mr. Hanson joined the company in 2019 as senior vice president and CIO, bringing over 25 years of investment and leadership experience.
Mr. Hanson has served as an investment executive at BlackRock, Jarislowsky Fraser, and JANA Partners. He brings significant experience in global and ESG investing through his work at BlackRock, where he spent 10 years as a portfolio manager and as Managing Director, Office of the CIO. He managed the BlackRock Socially Responsible Equity strategy as well as co-led the Large Cap Series funds with $23 billion in assets under management and maintained a leadership role in establishing the firm’s ESG initiatives. Subsequently, he was Partner and Head of U.S. Equities, and Co-Chair of the Investment Strategy Committee overseeing $30 billion in assets under management with Jarislowsky Fraser Global Investment Management, where he established the New York office for the Montreal-headquartered firm. Most recently, he served as Head of Impact Investing for JANA Partners. Mr. Hanson has also been on the professional faculty at the University of California-Berkeley Haas School of Business since 2016.
Mr. Hanson received his Bachelor’s Degree in Economics and French from Middlebury College, and earned an MBA, Accounting and Analytic Finance, from The University of Chicago. He is a CFA® charterholder.
When:
Monday, December 14, 2020
12:00 PM ET - 1:00 PM ET
Cost:
WCNY Supporting Members - $10 (WCNY supporting membership costs $95/yr at Join/Renew Membership)
Other Wharton Alumni & Alumni Guests - $20
Gold & Benefactor Members - $0
Meeting Access Information:
A link, accessible by personal computer, tablet or smartphone, will be emailed to all registered guests 24-48 hours prior to the event to the "Primary Email" address listed in your profile. Please login to update your profile and confirm that the email address listed is correct. We will attempt to provide the ability to ask questions at the end of the presentation and time permitting.
Register:
Click here to register. Please register early as events can and do sell out quickly.
Registering from another Wharton alumni club? Click here for assistance.
Cancellations must be made at least 48-hours (business day) prior to the event date by sending an email to Gabriela Sanchez. Refunds or credits for future events are not available for any no-shows or late cancellations.
Join us at 12pm ET on December 14th to hear acclaimed Wall Street strategist Jonathan Golub, and active management activist Dan Hanson rejoice and lament over the 2020 markets while telling us what to expect in the new year. The two will debate and concur on a variety of market influencing factors while taking your questions submitted both live or in advance. You can submit questions through the Zoom chat during the session or email them to Andrei Nechkin in advance at andrei@alumni.upenn.edu.
About Jonathan Golub
Jonathan Golub is a Managing Director and Chief U.S. Equity Strategist for Credit Suisse, based in New York. In this role, he is responsible for the firm’s equity outlook, including market and earnings forecasts, as well as sector and thematic recommendations. Jonathan is a 30-year industry veteran, having served in senior investment strategy roles on the buy-side at JP Morgan Asset Management and the sell-side at Bear Stearns, UBS and RBC. Mr. Golub is a graduate of the Wharton School of the University of Pennsylvania, a CFA charter holder, and has been recognized as a top-ranked strategist by Institutional Investor.
About Dan Hanson
Dan Hanson is Chief Investment Officer of Waddell & Reed Financial, Inc., and of the company’s asset manager, Ivy Investment Management Company. He is responsible for leading the firm’s Investment Management Division and serves as a member of the company’s executive leadership team. Mr. Hanson joined the company in 2019 as senior vice president and CIO, bringing over 25 years of investment and leadership experience.
Mr. Hanson has served as an investment executive at BlackRock, Jarislowsky Fraser, and JANA Partners. He brings significant experience in global and ESG investing through his work at BlackRock, where he spent 10 years as a portfolio manager and as Managing Director, Office of the CIO. He managed the BlackRock Socially Responsible Equity strategy as well as co-led the Large Cap Series funds with $23 billion in assets under management and maintained a leadership role in establishing the firm’s ESG initiatives. Subsequently, he was Partner and Head of U.S. Equities, and Co-Chair of the Investment Strategy Committee overseeing $30 billion in assets under management with Jarislowsky Fraser Global Investment Management, where he established the New York office for the Montreal-headquartered firm. Most recently, he served as Head of Impact Investing for JANA Partners. Mr. Hanson has also been on the professional faculty at the University of California-Berkeley Haas School of Business since 2016.
Mr. Hanson received his Bachelor’s Degree in Economics and French from Middlebury College, and earned an MBA, Accounting and Analytic Finance, from The University of Chicago. He is a CFA® charterholder.
When:
Monday, December 14, 2020
12:00 PM ET - 1:00 PM ET
Cost:
WCNY Supporting Members - $10 (WCNY supporting membership costs $95/yr at Join/Renew Membership)
Other Wharton Alumni & Alumni Guests - $20
Gold & Benefactor Members - $0
Meeting Access Information:
A link, accessible by personal computer, tablet or smartphone, will be emailed to all registered guests 24-48 hours prior to the event to the "Primary Email" address listed in your profile. Please login to update your profile and confirm that the email address listed is correct. We will attempt to provide the ability to ask questions at the end of the presentation and time permitting.
Register:
Click here to register. Please register early as events can and do sell out quickly.
Registering from another Wharton alumni club? Click here for assistance.
Pre-registration is required. Registration is subject to availability and will close on Monday, December 14th at 9:00am.
Cancellations must be made at least 48-hours (business day) prior to the event date by sending an email to Gabriela Sanchez. Refunds or credits for future events are not available for any no-shows or late cancellations.