Regime Shift: Investment Management Trends at an Inflection Point

April 28, 2022

This Presentation was part of the 2022 Annual Symposium on April 28th-29th in Washington, DC.

In this dynamic debate, veteran institutional money managers George Noble and John Roque will discuss the intersection of price and value. Mentored by Peter Lynch, George Noble is a firm believer in knowing what you own, but also understands money managers ignore the chart at their peril. Market behavior can elevate price well above or depress it well below estimates of intrinsic value.

With front row seats to the evolution of financial services, these gentlemen have learned many lessons managing returns over multiple market cycles. They will discuss strategies to use market timing to enhance macro investing. Covering various arenas such as global equity allocations, credit markets, dislocated currencies, commodities, and geopolitical themes. The conversation will offer a strategic approach with commentary on both the short-term and medium-term outlook.