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The Markets, Economy, and Impact of COVID-19

Please join us for a special update from the UBS Chief Investment Office outlining different scenarios to consider and a discussion on what the post-COVID-19 world looks like.
Audience: Open industry. All apparel and footwear industry professionals, regardless of AAFA membership, are encouraged to participate.

Description:

As world leaders are gradually lifting restrictions on daily life and commerce due to COVID-19, the course of the pandemic and its economic consequences remain unclear. Much will depend on the extent to which the fiscal and monetary response can offset the negative economic impact until we return to a sense of normalcy. After the pandemic ends, we see key structural changes coming: a world more indebted that is less global and more digital. Please join us for a special update from the UBS Chief Investment Office outlining different scenarios to consider and a discussion on what the post-COVID-19 world looks like.

Speakers:

Jason Draho, PhD
Head of Asset Allocation Americas
UBS Global Wealth Management

Jason is a member of the Chief Investment Office and is responsible for tactical and strategic asset allocation in the US. He works closely with the CIO team globally to generate tactical trade ideas across the full spectrum of investment opportunities. He also leads the development of portfolio models in the US, as well as providing general portfolio solutions advice. He speaks frequently with financial advisors, clients, and the media, presenting UBS views and specific investment recommendations.

Prior to joining UBS, Jason spent nine years in Research at Morgan Stanley, eventually becoming the firm’s Global Cross-
Asset Strategist. He focused on global asset allocation for institutional clients, providing investment recommendations
on equities, fixed income, currencies, and commodities. Jason holds a Bachelor of Science degree from the University of Manitoba and a PhD in Economics from Yale University.


Robert Samuels
Consumer Discretionary & Consumer Staples Analyst Americas
UBS Global Wealth Management
 
Robert joined the UBS Chief Investment Office as a consumer discretionary analyst in August 2012 and brings over 20 years covering the consumer sector. He began his career as a consumer equity analyst at Bear Stearns where he worked with the #1-ranked Institutional Investor Specialty Retail team.

From there, he moved to JP Morgan Securities, where he was a senior member of the #1-ranked I.I. Specialty Retail team. While at  JP Morgan Securities, Robert earned a runner-up position in the 2008 Institutional Investor Poll for Apparel and Footwear, only his second year covering the sector. Subsequently, he became the Senior Equity Analyst covering retail and apparel companies at Oppenheimer & Co. and WJB Capital Group. Robert holds FINRA series 7, 63, 86 and 86 licenses. He earned an M.B.A. in Finance from NYU – Stern School of Business, and a B.A. in Economics from Tufts University. 

Moderator:

Steve Lamar
President and CEO
AAFA




Hosted by:
When
6/11/2020 1:00 PM - 2:00 PM
Where
Online