Display event - The Markets, Economy, and How the Global Recovery Could Look

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The Markets, Economy, and How the Global Recovery Could Look

Join us for a special update from the UBS CIO office outlining different market scenarios to consider and what the global recovery might look like.

Audience: Open industry. All apparel and footwear industry professionals, regardless of AAFA membership, are encouraged to participate.

Description:

The continued spread of COVID-19 has forced world leaders to implement restrictions on daily life and commerce. In turn, major central banks have rolled out emergency easing measures and governments are delivering an unprecedented fiscal policy response. The outlook will now depend not only on the coronavirus cycle, but also on the efficacy, intensity, and speed of policy support. Please join us for a special update from the UBS Chief Investment Office outlining different market scenarios to consider and what the global recovery might look like.

Speakers:

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.

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.