Lazard Asset Management LLC - Insights Conference Call Series

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.


Most Recent Call
Wednesday, 25 August 2010 16:00 EDT - New York (Wednesday, 25 August 2010 21:00 - London) (Wednesday, 25 August 2010 22:00 - Germany) The Unique Characteristics of the Global Infrastructure Asset Class As investors plan their portfolios for a new era that is defined by uncertainty, global infrastructure has emerged as an asset class that may offer attractive characteristics, such as long life, low risk of capital loss, inflation-linked revenues, and correlation benefits relative to major asset classes. Please join Warryn Robertson, Portfolio Manager/ Analyst, for a discussion on the opportunities within the global infrastructure universe and the alternative ways to access it. Download the presentation PDF. Play audio.

Previous Calls
The Evolving Nature of Global Asset Allocation 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. Download the presentation PDF. Download the call summary. Play audio.

Investing Amid Uncertainty: A Perspective on the Eurozone 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. Download the presentation PDF. Download the call summary. Play audio.

What's Next for the Emerging Markets Asset Class? 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. Download the presentation PDF. Download the call summary. Play audio.

Checking the Pulse of the Economy 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. Download the presentation PDF. Download the call summary. Play audio.

Exploring Opportunities Down the Market Capitalization Spectrum 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. Download the presentation PDF. Download the call summary. Play audio.

Gauging the Sustainability of the Recovery Download the presentation PDF. Download the call summary. Play audio.

Kick-off Report: A Look Toward Opportunities and Risks for 2010 (January 2010) Download the presentation PDF. Download the call summary. Play audio.

Deconstructing the Municipal Bond Market: Challenges and Opportunities (December 2009) Download the presentation PDF. Download the call summary. Play audio.

Capitalizing on Post-crisis Dislocations (November 2009) Download the presentation PDF. Download the call summary. Play audio. Japan: Is It Really Different This Time? (October 2009) Download the presentation PDF. Download the call summary. Play audio. U.S. Health Care Reform: Identifying Potential Winners and Losers (September 2009) Download the presentation PDF. Download the call summary. Play audio. Buy or Beware? Investing at the Crossroads (August 2009) Download the presentation PDF. Download the call summary. Play audio. Halftime Report: Assessing the Market Outlook for the Balance of 2009 and Beyond (July 2009) Download the presentation PDF. Download the call summary. Play audio. Rethinking Emerging Markets (June 2009) Download the presentation PDF. Download the call summary. Play audio. The Changing Landscape of U.S. Equity Markets (May 2009) Download the presentation PDF. Download the call summary. Play audio. Finding the End Game in Newly Distressed Assets (April 2009) Download the presentation PDF. Download the call summary. Play audio. Opportunities in the New Credit Environment (March 2009) Download the presentation PDF. Download the call summary. Play audio. The New Hedge Fund Environment: Understanding the Ramifications and Remaining Diligent (February 2009) Download the presentation PDF. Play audio. Identifying Opportunities in a Deleveraged World (January 2009) Download the presentation PDF. Play audio. How the Credit Crisis is Creating Potential Opportunities for Fixed Income Investors (December 2008) Download the presentation PDF. Play audio. Re-evaluating the Role of Equity Income Investing from a Global Perspective (November 2008) Download the presentation PDF. Play audio. Global Fixed Income: The Benefits of an Expanded Opportunity Set (September 2008) Download the presentation PDF Play audio The End of Disinflation: Investing in a New Era (August 2008) Download the presentation PDF Play audio Halftime Report: Assessing the Market Outlook for the Balance of 2008 and Beyond (July 2008) Download the presentation PDF Play audio Hedge Funds: Shelter from the Storm or Sailing Straight Into It? (June 2008) Download the presentation PDF Play audio Global Currencies: The Last Uncorrelated Asset Class? (April 2008) Download the presentation PDF Play audio How Stable are Consumer Staples? Assessing the Impact of Inflation, Slowing Consumer Spending and Today's Global Economy (March 2008) Download the presentation PDF Play audio The Outlook for Financials Subprime: Is Commercial Real Estate the Next Shoe to Drop? (February 2008) Download the presentation PDF Play audio Sorting Through the Capital Market Opportunity Set (January 2008) Download the presentation PDF Play audio Observations on Global Oil Markets - How Did We Get to $90 Oil? (December 2007) Download the presentation PDF Play audio Understanding the Challenges of Fundamental Analysis in Emerging Markets (October2007) Download the presentation PDF Play audio