Kick-off Report: Engaging Risks and Finding Opportunities in 2011




Lazard Asset Management show

Summary: Last year proved to be a good one for investors, and bullish sentiment has grown as we enter the 2011. A wide range of variables and risks do remain: QE2, European government bond risk, changing policy dynamics, inflation, and other variables will shape our thinking and the market environment into the coming year. Please join David Cleary, Managing Director and Portfolio Manager/Analyst, for his thoughts on how these issues will impact the global markets throughout the year and a discussion on the potential investment opportunities they create. Featured Speaker: David Cleary, CFA Managing Director, Portfolio Manager/Analyst David Cleary is a Managing Director of Lazard Asset Management LLC. David provides oversight and management to Lazard's U.S.-based fixed income and asset allocation platform. Additionally he is directly responsible for the management of the Lazard Capital Allocator Series ("LCAS"). LCAS is a global tactical asset allocation investment product. David works on asset allocation modeling and total portfolio risk management. He also sits on the Lazard Investment Council. Previously, he spent nine years as a Fixed Income Senior Portfolio Manager at Lazard with a focus on risk control, sector allocation and total portfolio management. David began working in the investment field in 1987. Prior to joining Lazard in 1994, David worked as a Portfolio Manager with Union Bank of Switzerland and an Assistant Treasurer with IBJ Schroeder, both primarily in fixed income asset management. He has a BS from Cornell University. David is a member of the New York Society of Security Analysts (NYSSA).