Inflation is clocking in at the highest level in decades. Oil fundamentals are firm and prices are rising, along with the broad commodity complex. Financial flows are following as “commodities as an inflation hedge” (following a decade-long hiatus) is back in the spotlight. Commodities have historically proven to be an efficient inflation hedge, including in 2021, but have any of the historical rules changed? How will a rise in Fed rates and inflation trends impact the asset class?
With investors becoming increasingly concerned about the risk of persistent inflation and Fed rate hikes, join our panelists as we walk through the opportunities and challenges in navigating both commodity and macro markets over the coming quarters and we discuss how they intend to position their portfolios to take advantage of the current market environment.
This event will be a virtual session via Zoom Webinar from 12:00 until 1:30 PM EDT. Additional details will be provided to registered attendees prior to the session.
SPEAKERS
Jennie Byun
Jennie Byun is an investment director at Aviva Investors focusing on multi-asset and multi-strategy capabilities. She joined the firm in 2018. Based in London, she works closely with Aviva's portfolio managers to articulate their investment process, portfolio positioning and investment performance to clients and consultants around the world. Jennie began her career in emerging markets fixed income research with JPMorgan NY, before relocating to London to help build the company's commodity index business. She then moved to the investment side as strategist and execution trader for a long-only multi-asset fund, covering the fixed income and commodity portfolios.
Jennie holds a B.S. in Management Science from Massachusetts Institute of Technology and an executive MBA from London Business School.
Kathy Kriskey
Kathy Kriskey is a Product Strategist of Commodities and Alternatives for Invesco’s family of exchange-traded funds (ETFs). In this role, she provides industry color and thought leadership around the commodity and alternatives industry, helps launch new, innovative products, and builds out the coverage of this asset class. Ms. Kriskey joined Invesco in 2021. Prior to joining the firm, she initiated the commodity investor businesses at UBS, CIBC, and RBC. She also managed commodity sales at Bankers Trust in London, New York, Houston, and JP Morgan in New York. Ms. Kriskey has been in the financial industry since 1987.
Ms. Kriskey earned a BS degree in economics, with a concentration in finance, from the Wharton School of the University of Pennsylvania. She holds the Series 7 and 63 registrations.
Philip Mulholland
Philip (Phil) Mulholland is Portfolio Manager at Weiss Multi-Strategy Advisers LLC. He joined the firm in 2021. Previously, Phil was a Portfolio Manager for Credit Suisse Asset Management Commodities. Phil was the primary commodities trader and the head of fundamental research. His work covered the broad spectrum of commodities, while he specialized in crude oil and petroleum products. Prior to Credit Suisse Asset Management, Phil worked at Alliance Bernstein, managing equity and currency exposures for Global Value equity portfolios.
Phil earned his MBA at the London Business School in the UK and a BA degree from the University of California at Santa Barbara, with dual majors in Business/Economics and Communication. He is a CFA® charterholder.
MODERATOR
Michael Tran
Michael Tran is a Managing Director within the Global Energy Strategy Research team at RBC Capital Markets based in New York. He is responsible for views pertaining to energy markets including macro supply and demand fundamentals. He has spent nearly 15 years in the energy markets in research, sales and trading and investment banking with major banks like UBS based in London and energy trading platforms like BP based in Calgary.
Michael's energy views are frequently quoted in media outlets and he routinely appears on television networks like Bloomberg, CNN and BNN. He is a frequent advisor to both the Canadian Federal and Alberta government on issues pertaining to energy policy and budgeting. Michael is also a Non-Resident Senior Fellow at New York University’s Center for Global Affairs. He serves on the Advisory Board of Orbital Insight, a Silicon Valley based Artificial Intelligence tech company where his work lies at the intersection of Big Oil and Big Data. He also serves on the Board of the New York Energy Forum and on the Business Committee of the US Association of Energy Economists (USAEE). He graduated with distinction from the University of Alberta with a Bachelor of Commerce in Finance and Economics.
PROGRAM
12:00 - 1:30 PM: Panel Discussion and Q&A
COST
This session is complimentary for all registrants. Registration is required for event link details.
QUESTIONS
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