2020 Plenary Speakers
Robert C. Doll, Chief Equity Strategist & Senior Portfolio Manager, Nuveen
Wednesday, December 4, 2019
11:30 am - 12:30 pm
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Economic and Investment Outlook
Stocks are trading near record highs, and yet many investors are focused on downside risks: Will Fed rate cuts prompt more growth? Are trade problems and other political uncertainties going to derail the economy? And how much longer can this economic expansion and equity bull market continue? Nuveen Senior Portfolio Manager and Chief Equity Strategist explains why he is cautious toward the markets today, discusses the reasons investors need to be more selective and offers an overview on how he is constructing portfolios on behalf of clients. |
More about Robert C. Doll
Bob Doll is Chief Equity Strategist and Senior Portfolio Manager at Nuveen Asset Management. Bob manages the Large Cap Equity Series, consisting of seven strategies.
Prior to joining Nuveen Asset Management in 2012, Bob held similar roles at other large asset management firms, including serving as Chief Equity Strategist at Blackrock, President and Chief Investment Officer of Merrill Lynch Investment Managers (MLIM) and Chief Investment Officer of OppenheimerFunds, Inc. He has 39 years of portfolio management experience, received a B.S. in Accounting and a B.A. in Economics from Lehigh University and an M.B.A. from the Wharton School of the University of Pennsylvania. He is a Certified Public Accountant and a Chartered Financial Analyst. Bob appears regularly on CNBC, Bloomberg TV and Fox Business News discussing the economy and markets.
Bob and his wife Leslie live in Princeton, New Jersey and have three children. He is also choir director at his local church. Bob serves on a number of boards including the Alliance of Confessing Evangelicals, Word of Life Fellowship, New Canaan Society, Kingdom Advisors, National Christian Foundation, Gordon Conwell Theological Seminary, The Lausanne Movement, Movement.org, Cairn University and the Princeton HealthCare System.
Bob Doll is Chief Equity Strategist and Senior Portfolio Manager at Nuveen Asset Management. Bob manages the Large Cap Equity Series, consisting of seven strategies.
Prior to joining Nuveen Asset Management in 2012, Bob held similar roles at other large asset management firms, including serving as Chief Equity Strategist at Blackrock, President and Chief Investment Officer of Merrill Lynch Investment Managers (MLIM) and Chief Investment Officer of OppenheimerFunds, Inc. He has 39 years of portfolio management experience, received a B.S. in Accounting and a B.A. in Economics from Lehigh University and an M.B.A. from the Wharton School of the University of Pennsylvania. He is a Certified Public Accountant and a Chartered Financial Analyst. Bob appears regularly on CNBC, Bloomberg TV and Fox Business News discussing the economy and markets.
Bob and his wife Leslie live in Princeton, New Jersey and have three children. He is also choir director at his local church. Bob serves on a number of boards including the Alliance of Confessing Evangelicals, Word of Life Fellowship, New Canaan Society, Kingdom Advisors, National Christian Foundation, Gordon Conwell Theological Seminary, The Lausanne Movement, Movement.org, Cairn University and the Princeton HealthCare System.
Peter Dun, CEO, Your Money Line
Thursday, December 5, 2019
11:00 am - 11:45 am
The Case for Empathy: Why Financial Wellness is So Difficult
Peter Dunn will discuss:
Peter Dunn will discuss:
- How financial instability is a modern problem and understanding its roots helps battle its effects.
- How managing household finances is one part math and three parts behavior.
- The pressures clergy and denominational workers feel around their finances can exacerbate otherwise solvable problems.
More about Peter Dun
Peter Dunn a.k.a. Pete the Planner® is an award-winning financial expert and the CEO of Your Money Line Financial Wellness. Your Money Line is a helpline staffed by financial experts with the mission to help employees make tomorrow easier. Additionally, Pete is a USA TODAY columnist and the author of ten books. He is the host of a popular radio show and podcast and appears regularly on TV and nationally syndicated radio programs. Pete is regularly considered one of the foremost experts on financial wellness..
Peter Dunn a.k.a. Pete the Planner® is an award-winning financial expert and the CEO of Your Money Line Financial Wellness. Your Money Line is a helpline staffed by financial experts with the mission to help employees make tomorrow easier. Additionally, Pete is a USA TODAY columnist and the author of ten books. He is the host of a popular radio show and podcast and appears regularly on TV and nationally syndicated radio programs. Pete is regularly considered one of the foremost experts on financial wellness..
