International Appeal

Leading Minds, Groundbreaking Research

Jeff's passion for transparency in the financial markets rings true in his commitment to hosting one of the top investment forums in all the world. Each year, he assembles the best minds in financial services, facilitating an open environment for presenting the latest groundbreaking investment research available.

Attendees include leading economists, strategic asset allocators, chief investment officers, financial analysts, senior investment strategists, proprietary traders, hedge fund managers, portfolio managers, along with individual investors, family offices, and high net worth individuals. Each brings a unique perspective, facilitating the open exchange of ideas aimed at balancing opportunity and risk.

Past locations include Bloomberg LP Headquarters, the New York Stock Exchange, and the Hudson Theater - each in New York, NY. Past presenters represent today's top financial firms, including Barclays Capital, Fidelity Investments, UBS, Morgan Stanley Smith Barney, Bank of America Merrill Lynch, HSBC, JPMorgan, RBS, Credit-Suisse, and NYSE Euronext.

As the world's investment landscape has become more complicated, intermarket analysis of stocks, bonds, commodities, foreign currency, precious metals, real estate, and emerging markets has charged to the forefront. Jeff's expertise in these areas yields a robust two day event that meets his exacting standards.

Excellence is a Choice

Finance

Overview

Advisory
Symposium