|
 |
Market Update Calls
Lazard Market Update Conference Calls are organized in response to various events in the market. As appropriate, they may mention specific Lazard Asset Management strategies.
Walking the Debt and Deleveraging Tightrope: An Examination of Europe and the United States
Wednesday, July 27
4:00 pm EDT
Click here to play audio.
Download the presentation pdf.
Dial in Numbers:
U.S./Canada: 800-829-0786
International: 913-312-0843
Passcode: 2407021
Replay Dial In (available 2 hours after the live call):
U.S./Canada: 888-203-1112
International: 719-457-0820
Replay Passcode: 2407021
Exiting the debt trap has proven to be more complicated than many investors expected. As politics and economics intersect, Ron Temple, Managing Director and Portfolio Manager/Analyst on Lazard's Global and U.S. equity strategies, will explain the key issues related to the debt crisis in Europe and the deficit debate in the United States. He will then address the potential scenarios that might arise and implications for investors.
Featured Speakers:
Ronald Temple, CFA
Managing Director, Portfolio Manager/Analyst
Ronald Temple is a Portfolio Manager/Analyst on various U.S. equity teams, as well as the Global Equity Select team. He is also Co-Director of Research 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.
Presidential Election in Brazil: Implications and Opportunities across Asset Classes
Tuesday, October 5
9:00 am EDT
2:00 pm United Kingdom
3:00 pm Germany
Market observers around the world are focusing on the October 3 presidential election in Brazil to assess the country's, and Latin America's, prospects. Please join Denise Simon, Managing Director and Portfolio Manager/Analyst on Lazard’s Emerging Markets Debt team; Ganesh Ramachandran, Managing Director and Portfolio Manager/Analyst on Lazard's Emerging Income team; and Peter Gillespie, Director and Portfolio Manager/Analyst on Lazard’s Developing Markets Equity team, for a discussion on the implications of the election and the investment opportunities it could create across Brazilian asset classes.
Featured Speakers:
Denise Simon
Managing Director, Portfolio Manager/Analyst
Denise Simon is a Portfolio Manager/Analyst on Lazard’s Emerging Markets Debt team. She began working in the investment field in 1986. Prior to joining Lazard in 2010, Denise was with HSBC Asset Management (formerly Halbis) where she was a Managing Director and Portfolio Manager for three global emerging markets strategies. Prior to HSBC, she was a Partner and senior portfolio manager at The Atlantic Advisors (acquired by HSBC in 2005). Prior to this, Denise was a senior portfolio manager at Dresdner Kleinwort Wasserstein (formerly Wasserstein Perella) managing global funds. From 1995-1998, she was a senior trader of emerging European debt and equity at Bayerische Vereinsbank in Germany. From 1992-1995 Denise was an Executive Director of EM Trading at Lehman Brothers. She also held senior trading positions in Global Markets at both Kleinwort Benson and UBS. Denise has a BA in International Economics from George Washington University. She currently serves on the board of the U.S.-Mexican Chamber of Commerce and the Philharmonic Orchestra of the Americas and chairs the board of the Bard Music Festival.Ganesh Ramachandran
Managing Director, Portfolio Manager/Analyst
Ganesh Ramachandran is a Managing Director of Lazard Asset Management LLC and a Portfolio Manager/Analyst specializing in emerging markets currency and debt. Ganesh has been a member of the Emerging Income management team since early 2001. He began working in the investment field in 1997 when he joined the Firm. Ganesh has his MBA from the University of Rochester, Simon School of Business and a BS in Chemical Engineering from the Indian Institute of Technology at Madras.Peter Gillespie
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.
Can the U.S. Economy Recover without a Stabilized Housing Market?
Wednesday, June 10 at 8:30 am EDT
1:30 pm United Kingdom
2:30 pm Germany
Please download the following PDFs.
The Crumbling Foundation of U.S. House Prices
The Crumbling Foundation of U.S. House Prices - May 2009 Update
Rebuilding the Crumbling Foundation of the U.S. Economy - May 2009 Update
Download the presentation pdf.
Monetary and fiscal policy decisions in the United States appear to have transformed a chaotic economic freefall into what may be characterized as economic normalization. Despite this, very little progress has been made in stabilizing the housing market. Please join Ron Temple, Managing Director, Portfolio Manager/Analyst, and a leading authority on the mortgage and credit crisis, for an update on his house price forecast, a review of his proposals to address the problems, as well as a discussion on investing during this changing economic environment.
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 a BA in Economics & Public Policy from Duke University.
Solutions for a Crumbling U.S. Housing Market
Tuesday, February 3 at 4:00 pm EST
Please download the following PDFs.
Rebuilding the Crumbling Foundation of the U.S. Economy
The Crumbling Foundation of U.S. House Prices
Please join Ron Temple, Managing Director and Co-Director of Research, for an insightful discussion on the latest developments in the mortgage crisis and a thoughtful analysis of the critical role we believe government officials must take to intervene even more forcefully in the mortgage markets. Ron offers a unique perspective on Capitol Hill’s reshaping of the credit markets, as he is in frequent contact with congressional leaders, regulators, and senior management on Wall Street.
FEATURED SPEAKER:
Ronald Temple, CFA
Managing Director, Research Analyst
Ronald Temple is a Co-Director of Research and a Research Analyst on the Global Research Platform, primarily covering the Financials sector. Ron has been a leading authority on the mortgage and credit crisis. Ron 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 a BA in Economics & Public Policy from Duke University.
Emerging Markets Update and Outlook
Tuesday, October 23 at 4:00 pm EDT
Click here to play audio.
Please join James Donald, Managing Director and Portfolio Manager/Analyst, for a discussion on the most recent events within the emerging markets equity asset class.
FEATURED SPEAKER:
James Donald, CFA
Managing Director, Portfolio Manager/Analyst
James is a Portfolio Manager on the Emerging Markets Equity team and Head of the Emerging Markets Group. He began working in the investment field in 1985. Prior to joining Lazard in 1996, James was a Portfolio Manager with Mercury Asset Management. He has a BA (Hons) in history from the University of Western Ontario.
Monday, October 6 at 9:00 pm EDT
Click here to play audio.
This call includes some of the topics covered by Ronald Temple in his previous calls.
Friday, October 3 at 8:30 am EDT
Click here to play audio.
Please join Ronald Temple, Managing Director and Co-Director of Research, for a discussion on the most recent events within the financial industry and the probable consequences for world economies.
FEATURED SPEAKER:
Ronald Temple, CFA
Managing Director, Research Analyst
Ronald Temple is a Co-Director of Research and a Research Analyst on the Global Research Platform, primarily covering the financials sector. He began working in the investment field in 1991. Prior to joining Lazard in 2001, Ron held positions with Deutsche Asset Management and Deutsche Bank Americas in New York, Deutsche Bank Asia/Pacific in Singapore, Deutsche Morgan Grenfell in London, Bank of America NT & SA in San Francisco and Fleet Financial Group in Boston. Ron has an MPP from Harvard University and a BA in Economics & Public Policy from Duke University.
Wednesday, September 17 at 8:30 am EDT
The historic events that took place over the past week have changed the global landscape in the financial industry and beyond. Please join Andrew Lacey, Deputy Chairman and Portfolio Manager on the U.S. Equity and Global portfolio teams, and Ronald Temple, Managing Director and Co-Director of the Global Research Platform, for a discussion of the major factors and ramifications of the recent changes on Wall Street, followed by a Q&A session.
FEATURED SPEAKERS:
Andrew Lacey
Deputy Chairman, U.S. and Global Strategies
Andrew Lacey is a Deputy Chairman of Lazard Asset Management and a Portfolio Manager on the U.S. Equity and Global portfolio teams. He began working in the investment field in 1995 when he joined Lazard as a member of the Firm's Global Research Platform. He has an MBA from Columbia University and a BA (Hons) from the College of Social Studies, Wesleyan University. Andrew is currently on the Board of Trustees of The Link Community School.Ronald Temple, CFA
Managing Director, Research Analyst
Ronald Temple is a Co-Director of Research and a Research Analyst on the Global Research Platform, primarily covering the financials sector. He began working in the investment field in 1991. Prior to joining Lazard in 2001, Ron held positions with Deutsche Asset Management and Deutsche Bank Americas in New York, Deutsche Bank Asia/Pacific in Singapore, Deutsche Morgan Grenfell in London, Bank of America NT & SA in San Francisco and Fleet Financial Group in Boston. Ron has an MPP from Harvard University and a BA in Economics & Public Policy from Duke University.
Fannie Mae and Freddie Mac: Key Facts You Need to Know
Wednesday, July 16 at 10:00 am EDT
Erratum: On today's call regarding Fannie Mae and Freddie Mac, we indicated that the statutory requirement for minimum capital for on-balance-sheet assets was 200 basis points. This requirement is actually 250 basis points. Minimum capital for off-balance-sheet risk was correctly indicated at 45 basis points. The impact on minimum required capital if all guarantees were to be consolidated on balance sheet would be just over $75 billion.
Please join Lazard Asset Management for a discussion regarding the government sponsored enterprises, Fannie Mae and Freddie Mac. Ron Temple, Managing Director and Research Analyst, will discuss:
FEATURED SPEAKER:
Ronald Temple, CFA
Managing Director, Research Analyst
Ronald Temple is a Co-Director of Research and a Research Analyst on the Global Research Platform, primarily covering the financials sector. He began working in the investment field in 1991. Prior to joining Lazard in 2001, Ron held positions with Deutsche Asset Management and Deutsche Bank Americas in New York, Deutsche Bank Asia/Pacific in Singapore, Deutsche Morgan Grenfell in London, Bank of America NT & SA in San Francisco and Fleet Financial Group in Boston. Ron has an MPP from Harvard University and a BA in Economics & Public Policy from Duke University.
An Action Plan to Avert the Worst Case Scenario in the Credit Markets
Thursday, March 13, 4:30 pm EST
Given the uncertainty and concerns in today's market, Ron recently wrote a new white paper, taking into account the degree to which confidence has been undermined by the continuing credit market crisis. His main point is to assess the possibility of a single extremely bad scenario and think about how to avoid it. During the call, Ron will illustrate his plan and answer any questions.
Please download the white paper PDF.
FEATURED SPEAKER:
Ronald Temple, Managing Director
Mr. Temple is a Co-Director of Research and a Research Analyst on the Global Research Platform. Prior to joining Lazard in 2001, Ron held positions with Deutsche Asset Management and Deutsche Bank Americas in New York, Deutsche Bank Asia/Pacific in Singapore, Deutsche Morgan Grenfell in London, Bank of America NT & SA in San Francisco, and Fleet Financial Group in Boston. He began working in the investment field in 1991. Ron received a MPP from Harvard University and a BA in Economics & Public Policy from Duke University.
A Global View of Recent Market Volatility
Thursday, January 24, 4:00 pm EST
Andrew Lacey and James Donald will provide a broad overview of what is going on in both the
domestic and international investment markets, the effect of Tuesday’s rate cut, and an outlook of what we believe we can expect in the coming months.
FEATURED SPEAKERS:
Andrew Lacey
Deputy Chairman, U.S. and Global Strategies
Andrew Lacey is a Deputy Chairman of Lazard Asset Management and a Portfolio Manager on the U.S. Equity and Global portfolio teams. He began working in the investment field in 1995 when he joined Lazard as a member of the Firm's Global Research Platform. He has an MBA from Columbia University and a BA (Hons) from the College of Social Studies, Wesleyan University. Andrew is currently on the Board of Trustees of The Link Community School.James Donald, CFA
James is a Portfolio Manager on the Emerging Markets Equity team and Head of the Emerging Markets Group. He began working in the investment field in 1985. Prior to joining Lazard in 1996, James was a Portfolio Manager with Mercury Asset Management. He has a BA (Hons) in history from the University of Western Ontario.
© 2011 Lazard LLC © 2011 Lazard Asset Management LLC |