Webcast

With Dave

For these webcasts, David is joined by industry and market thought-leaders, to share their views on the investment landscape and the economic outlook

Featuring Special Guest – Stephen Roach

May 27, 2025 @ 4:00 pm ET

Stephen Roach is a prominent economist, former Chairman and Chief Economist of Morgan Stanley Asia, and Yale faculty member specializing in macroeconomics and the US-China relationship – with a career spanning Wall Street, academia, and policy research.

Featuring Special Guest – Stephen Roach

May 27, 2025 @ 4:00 pm ET

Stephen Roach is a prominent economist, former Chairman and Chief Economist of Morgan Stanley Asia, and Yale faculty member specializing in macroeconomics and the US-China relationship – with a career spanning Wall Street, academia, and policy research.

Upcoming Webcast Lineup

Featuring Special Guest – Stephen Roach

May 27, 2025 @ 4:00 pm ET

Stephen Roach is a prominent economist, former Chairman and Chief Economist of Morgan Stanley Asia, and Yale faculty member specializing in macroeconomics and the US-China relationship – with a career spanning Wall Street, academia, and policy research.

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Past Webcasts

Featuring Special Guest – Richard Bernstein

May 6, 2025 @ 4:00 pm ET

Richard Bernstein is the Chief Executive Officer and Chief Investment Officer of Richard Bernstein Advisors LLC. Mr. Bernstein founded Richard Bernstein Advisors LLC (RBA) in 2009. As CIO, Mr. Bernstein is a member of the firm’s Investment Committee which manages multi-asset, global equity, and fixed income ETF strategies for financial advisors and institutions.

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Featuring Special Guest – John Manley

April 17, 2025 @ 4:00 pm ET

The Honourable John Manley, P.C., O.C., became Chair of Jefferies Financial Canada on December 1, 2023, having served as Senior Business Adviser at Bennett Jones LLP since September 2019. He is best known as a former Deputy Prime Minister of Canada. He served in the Canadian Parliament from 1988 to 2004 as M.P. for Ottawa South. From 1993 to 2003 he was a Minister in the governments of Prime Minister Jean Chrétien, serving in the portfolios of Industry, Foreign Affairs and Finance, in addition to being Deputy Prime Minister.

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Featuring Special Guest – Peter Boockvar

April 8, 2025 @ 4:00 pm ET

Peter is Chief Investment Officer of Bleakley Financial Group. In his role as CIO, Peter leads the team that is responsible for the development, management and oversight of Bleakley’s investment management program, managing the investment committee, and setting the firm’s overall investment philosophy, global investment outlook and asset allocation decisions.

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Featuring Special Guest – Darrell Bricker

March 24, 2025 @ 4:00 pm ET

Darrell Bricker is Global CEO, Ipsos Public Affairs. Prior to joining Ipsos in 1990, Dr. Bricker was Director of Research in the office of Canada’s Prime Minister. He was also a research consultant with firms in Ottawa and Toronto.

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Featuring Special Guest – Peter Berezin

March 13, 2025 @ 4:00 pm ET

Peter Berezin is BCA’s Chief Global Strategist and Director of Research. Peter heads up the Global Investment Strategy service, which provides global economic and financial market analysis to help shape clients’ investment decisions.

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Featuring Special Guest – James Grant

March 6, 2025 @ 4:00 pm ET

James Grant, financial journalist and historian, is the founder and editor of Grant’s Interest Rate Observer, a twice-monthly journal of the investment markets. His book, The Forgotten Depression, 1921: The Crash that Cured Itself, a history of America’s last governmentally unmedicated business-cycle downturn, won the 2015 Hayek Prize of the Manhattan Institute for Policy Research.

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Featuring Special Guest – Lyn Alden

February 12, 2025 @ 4:00 pm ET

Lyn Alden is an independent investment and macroeconomic analyst that provides research for retail and institutional investors at lynalden.com. With a background that blends engineering and finance, she specializes in analysis of energy systems and monetary systems.

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Featuring Special Guest – Gary Shilling & Lacy Hunt

January 30, 2025 @ 3:00 pm ET

A. Gary Shilling, Ph.D., is President of A. Gary Shilling & Co., Inc., investment advisers, economic consultants and publishers of INSIGHT, a monthly report of economic forecasts and investment strategies.

Dr. Lacy H. Hunt, an internationally known and award-winning economist, is Executive Vice President and Chief Economist of Hoisington Investment Management Company (HIMCO)

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Featuring Special Guest – Lori Calvasina

January 21, 2025 @ 4:00 pm ET

Lori joined RBC Capital Markets as Head of U.S. Equity Strategy in 2017 as a Managing Director. Having spent nearly two decades as an equity strategist at major investment banks, Lori is an expert on the US stock market, and regularly represents RBC in the financial media on Bloomberg and CNBC.

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Featuring Special Guest – Jeremy Grantham

January 7, 2025 @ 4:00 pm ET

Mr. Grantham co-founded GMO in 1977 and is a member of GMO’s Asset Allocation team, serving as the firm’s long-term investment strategist. He is the Chairman of the GMO Board of Directors, a partner of the firm, and has also served on the investment boards of several non-profit organizations.

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Featuring Special Guest – Mike Wilson

December 17, 2024 @ 4:00 pm ET

Michael Wilson is the Chief Investment Officer and Chief U.S. Equity Strategist for Morgan Stanley. As CIO, Mike is responsible for all investment and asset-allocation advice provided to the Firm’s $4 trillion in retail-client assets. Over the past 30 years, Mike has held various roles with increasing responsibilities, mostly within Institutional Securities.

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Featuring Special Guest – Nial Ferguson

October 21, 2024 @ 4:00 pm ET

Niall Ferguson, MA, DPhil, FRSE, is the Milbank Family Senior Fellow at the Hoover Institution, Stanford University, and a senior faculty fellow of the Belfer Center for Science and International Affairs at Harvard. He is the author of sixteen books, including The Pity of War, The House of Rothschild, Empire, Civilization and Kissinger, 1923-1968: The Idealist, which won the Council on Foreign Relations Arthur Ross Prize.

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Featuring Special Guest – Ed Devlin

October 15, 2024 @ 4:00 pm ET

Ed is the founder and CEO of Devlin Capital. He oversees the process to identify global opportunities and will be responsible for each strategy’s performance.

Ed’s most recent role was as a managing director, lead portfolio manager for US Total Return portfolios and head of Canadian portfolio management after almost 15 years at PIMCO.

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