Monday, July 26 4:00 pm EDT

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Following massive dislocations in global capital markets—from the panic of 2008, to the recovery of 2009—it seems clear that asset allocation decision-making has become far more complex than it was in prior years. Please join David Cleary, Managing Director and Portfolio Manager/Analyst, for a discussion on the changing landscape of global asset allocation, the importance of granular and tactical implementation of investment ideas, and potential opportunities to add value away from the typical asset allocation framework.

Featured Speaker:
David Cleary, CFA
Managing Director, Portfolio Manager/Analyst
David Cleary is a Managing Director of Lazard Asset Management LLC. David provides oversight and management to Lazard’s U.S.-based fixed income and asset allocation platform. Additionally, he is directly responsible for the management of the Lazard Capital Allocator Series (LCAS). LCAS is a global tactical asset allocation investment product, which implements portfolio themes primarily through index and index-like investment vehicles. David works on asset allocation modeling and total portfolio risk management and sits on the LCAS Advisory Board as well as the Lazard Investment Council. 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.

Wednesday, June 23 4:00 pm EDT

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As the debt crisis in the Eurozone unfolds, what has become particularly apparent is the significant interdependence of European countries and the rest of the world. Please join John Reinsberg, Deputy Chairman, International and Global Strategies, to discuss the conflicting implications of the Eurozone crisis and where we believe potential investment ideas lie within the volatility.

Featured Speaker:
John Reinsberg
Deputy Chairman, International and Global Strategies
John Reinsberg is Deputy Chairman of Lazard Asset Management responsible for oversight of the firm’s international and global strategies. He is also a Portfolio Manager/Analyst on the Global Equity and International Equity portfolio teams. He began working in the investment field in 1981. Prior to joining Lazard in 1992, John was Executive Vice President with General Electric Investment Corporation and Trustee of the General Electric Pension Trust. He was also previously with Jardine Matheson (Hong Kong) and Hill & Knowlton, Inc. John has an MBA from Columbia University and a BA from the University of Pennsylvania. He is a member of the University of Pennsylvania School of Arts and Sciences Board of Overseers, the University of Pennsylvania Huntsman Program Advisory Board, the Board of Directors of the Alliance for Cancer Gene Therapy, the Board of Directors of The Jewish Museum, as well as the Board of Directors of the U.S. Institute (Institutional Investor).

Thursday, May 20 4:00 pm EDT

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Investors continue to focus on opportunities within emerging markets. Many market participants and commentators consider this asset class in broad and homogeneous terms, while, in our view, it offers numerous and diverse opportunities, above and beyond the most well-known or popular strategies. Please join Peter Gillespie, Director and Portfolio Manager/Analyst, to discuss the complexity of the emerging markets equity asset class, highlighting some potentially attractive investment themes, and discussing how to implement these ideas in a portfolio.

Featured Speaker:
Peter Gillespie, CFA
Director, Portfolio Manager/Analyst
Peter Gillespie is a Director and Portfolio Manager/Analyst on the Developing Markets Equity team, focusing on the industrials, materials, and consumer staples sectors. He began working in the investment field in 1992. Prior to joining Lazard in 2007, Peter was a portfolio manager at Newgate Capital, LLP, where he co-managed the Asian portion of an emerging markets equity fund. Previously, Peter was a portfolio manager at GE Asset Management, specializing in emerging markets equities. Prior to GE, Peter was an analyst at Sintra Capital Corp., performing analysis for an emerging markets equity fund. Peter started his career at Asia Securities (Taiwan) Inc. as an analyst, producing sell-side research. Peter has a BA in East Asian Studies from Brown University.

Tuesday, April 20 4:00 pm EDT

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The U.S. Federal Reserve has begun its exit, housing and employment appear to be stabilizing, and fiscal stimulus is increasingly benefiting the economy. Beyond 2010, however, the picture is more challenging. Please join Ron Temple, Managing Director and Portfolio Manager/Analyst, as he examines the crosscurrents facing the economy and markets going forward.

Featured Speaker:
Ronald Temple, CFA
Managing Director, Portfolio Manager/Analyst
Ronald Temple is a Portfolio Manager/Analyst on the U.S. Strategic Equity, U.S. Equity Select, and U.S. Equity Value portfolio teams. He is also Co-Director of Research for Lazard’s Global Research Platform and has primary research coverage of the financials sector. Ron has been a leading authority on the mortgage and credit crisis. He joined Lazard in 2001 with ten years of global experience including fixed-income derivative trading, risk management, corporate finance, and corporate strategy in roles at Deutsche Bank AG, Bank of America NT & SA, and Fleet Financial Group in London, New York, Singapore, San Francisco, and Boston. Ron has an MPP from Harvard University and graduated magna cum laude with a BA in Economics & Public Policy from Duke University. Ron serves as a trustee of the Link Community School in Newark, New Jersey and is a member of the Trinity Board of Visitors at Duke University.

Wednesday, March 24 4:00 pm EDT

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Due to the attractive return profile of the small- and mid-cap equity space, many investors are considering the merits and limitations of investing in the SMID universe. Please join Dan Breslin, Director and Portfolio Manager/Analyst at Lazard, as he explores the potential benefits of a broad-based asset allocation solution in this space, the importance of being flexible and opportunistic across both style and market cap, and the advantages offered by a small-mid approach versus a small-cap strategy.

Featured Speaker:
Daniel Breslin
Director, Portfolio Manager/Analyst
Daniel Breslin is a Portfolio Manager/Analyst on the U.S. Small-Mid Cap Equity team, focusing on the financials, utilities, health care and interest rate sensitive industries. He began working in the investment field in 1992. Prior to joining Lazard in 2002, Daniel was with Guardian Life and New York Life. He has an MBA from Pace University and a BA from Rutgers University.

Thursday, February 25 4:00 pm EST

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Since mid-2009, the economy has started to rebound due in part to unprecedented government intervention, leaving many to question the sustainability of the recovery. Please join David Pizzimenti, Director and Research Analyst, for a discussion on the recovery signposts he monitors and insights into the importance of the inventory and investment cycles, secular growth versus short-term pullbacks, and expectations for a return to revenue growth and operational leverage.

Featured Speaker:
David Pizzimenti
Director, Research Analyst
David Pizzimenti is a Research Analyst on the Global Research Platform, covering the industrials sector. He began working in the investment field in 1987. Prior to joining Lazard in 2001, David was with Equinox Capital Management, LLC, Schroder & Co., Inc., and Nomura Securities International. He has an MBA from NYU?s Stern School of Business and a BS in Business Economics from Fordham University.