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Lazard Insights Conference Call Series

Lazard Insights Conference Calls are an ongoing series of monthly conference calls discussing timely issues in today’s market. The calls are not specific to any Lazard products or services; rather, they are designed to share value-added insights from Lazard’s thought leaders around the world.

A Q&A session will follow each of the presentations. In addition to taking questions from the live audience, we will accept questions by email at InsightsCalls@Lazard.com before or during each call. Please limit your questions to the topics of the call.

The Lazard Insights Conference Calls series is now also available as a podcast in iTunes, allowing you to download and listen to timely insights from Lazard’s investment leaders whenever and wherever you choose. To subscribe to the podcast, click the button below.

Lazard Asset Management - iTunes Podcast

 

 

New Call

 

Thursday, 25 February 2010 16:00 EST - New York
     (Thursday, 25 February 2010 21:00 - London)
     (Thursday, 25 February 2010 22:00 - Germany)
 
Gauging the Sustainability of the Recovery
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.

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Previous Calls

 

Kick-off Report: A Look Toward Opportunities and Risks for 2010
Global capital markets recovered spectacularly in 2009, leaving many investors wondering what is next. To help to answer this question, please join David Cleary, Managing Director and Portfolio Manager/Analyst, for a broad overview of the capital market environment and an outlook on the global economy, covering a wide range of asset classes and ideas. He will also discuss some of the factors that he believes have the potential to significantly impact markets in 2010.

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Deconstructing the Municipal Bond Market: Challenges and Opportunities
What has changed in the municipal bond markets? What challenges lie ahead, and where are the opportunities along the way? Please join John Senesac, Senior Vice President and Portfolio Manager/Analyst, for a discussion on the various factors contributing to the dislocations in the municipal bond market and the importance of fundamental analysis in security selection.

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Capitalizing on Post-crisis Dislocations
The current economic crisis has challenged a host of established investment methodologies utilized to identify, measure, and allocate risk. Successful investing today requires the deconstruction of macroeconomic and government forces, forward-looking fundamental research, and robust scenario analysis. Please join our panel, including Ron Temple, Portfolio Manager/Analyst on the U.S. Equity team, Joe Ramos, Portfolio Manager/Analyst on the U.S. Fixed Income team, and Sean Reynolds, Portfolio Manager/Analyst on the Rathmore team (specializing in convertible arbitrage and relative value strategies), for a discussion on the key investment drivers in the new economic environment and how investors can identify winners, survivors, and losers under different inflation scenarios.

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Japan: Is It Really Different This Time?
The historic outcome of Japan's recent elections has prompted many market participants to assert, once again, that now is the right time to invest in Japan. What has really changed, or not changed, with these elections? What lies ahead for the world's second-largest economy, and how can investors position their portfolios to benefit over time? Does timing the entry into the Japanese market really make sense? Please join Tim Griffen, Director and Portfolio Manager/Analyst, for a discussion on why Japan continues to be a market where active, fundamental managers can generate alpha by identifying the winners and avoiding the losers.

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U.S. Health Care Reform: Identifying Potential Winners and Losers
As the national debate over U.S. health care reform comes to a head, what do the potential outcomes mean for investors? Please join Rhett Brown, Senior Vice President and health care Research Analyst at Lazard, for a discussion regarding the background of America's health care system and prospective outcomes of the debate.
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Buy or Beware? Investing at the Crossroads (August 2009)
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Halftime Report: Assessing the Market Outlook for the Balance of 2009 and Beyond
(July 2009)

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Rethinking Emerging Markets (June 2009)
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The Changing Landscape of U.S. Equity Markets (May 2009)
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Finding the End Game in Newly Distressed Assets (April 2009)
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Opportunities in the New Credit Environment (March 2009)
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The New Hedge Fund Environment: Understanding the Ramifications and Remaining Diligent (February 2009)
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Identifying Opportunities in a Deleveraged World (January 2009)
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How the Credit Crisis is Creating Potential Opportunities for Fixed Income Investors
(December 2008)

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Re-evaluating the Role of Equity Income Investing from a Global Perspective
(November 2008)

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Global Fixed Income: The Benefits of an Expanded Opportunity Set (September 2008)
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The End of Disinflation: Investing in a New Era (August 2008)
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Halftime Report: Assessing the Market Outlook for the Balance of 2008 and Beyond (July 2008)
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Hedge Funds: Shelter from the Storm or Sailing Straight Into It? (June 2008)
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Global Currencies: The Last Uncorrelated Asset Class? (April 2008)
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How Stable are Consumer Staples?
Assessing the Impact of Inflation, Slowing Consumer Spending and Today's Global Economy (March 2008)

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The Outlook for Financials
Subprime: Is Commercial Real Estate the Next Shoe to Drop? (February 2008)

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Sorting Through the Capital Market Opportunity Set (January 2008)
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Observations on Global Oil Markets - How Did We Get to $90 Oil? (December 2007)
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Understanding the Challenges of Fundamental Analysis in Emerging Markets (October2007)
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