Seminar Audiotape: Meet the Niche Manager: Global Macro – May 23, 2018





The Program

 Panel Discussion: Global Macro Trends and Issues

Topics to be discussed include:

Is global macro poised for a resurgence as the market cycle shifts to increasing uncertainty?

What are the implications of trade wars, rising interest rates?

What is the role of discretion? quantitative techniques?

Speakers (alphabetically listed by speaker’s last name)

Stephen Morton, Inyo Capital

Ted Parkhill, Incline Investment Management LLC

Nathaniel Polachek, Commodity Asset Management

Michael Dubin, Dorset Management (Moderator)

 Manager Highlights