Summary: David will provide a broad overview and 2008 outlook for the global economy and capital market environment, covering global equity and bond markets as well as viewpoints on a series of non- traditional investment themes and ideas. Featured Speaker: David R. Cleary, CFA Managing Director, Portfolio Manager David R. Cleary is a Managing Director of Lazard and is currently responsible for the management of the Lazard Capital Allocator Series (“LCAS”). The LCAS is a global tactical asset allocation investment product, which implements portfolio themes primarily through index and index-like investment vehicles, such as ETFs. David works on asset allocation modeling and total portfolio risk management and he sits on the firm’s Investment Advisory Board. 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) as well as the CFA Institute.
