Equity Income Investing: A Sector by Sector Deep Dive

February 10

Dynamic LIVE In Conversation with...

Senior Vice President & Portfolio Manager
Senior Analyst
Vice President & Portfolio Manager
Vice President & Portfolio Manager
Portfolio Manager
Portfolio Manager
Associate Portfolio Manager
Vice President & Portfolio Manager
Portfolio Manager
Analyst
Vice President & Portfolio Manager
Associate Portfolio Manager
Portfolio Manager

Topics for discussion

Session 2: Thursday, February 10 at 11:00am (ET)
Time(ET) Topic Speakers
11:00 - 11:30 AM Equity Income Investing: "Bird in Hand vs. Two in the Bush" Oscar Belaiche / Jason Gibbs
11:30 - 11:45 AM Financials: More Than Rates Yassen Dimitrov / Nick Stogdill
11:45 AM - 12:00 PM Infrastructure: Sustainable Secular Growth Frank Latshaw
12:00 - 12:15 PM Covid Spotlights the Health Care Sector Ryan Nicholl / David Cho
12:15 - 12:30 PM Q&A Session Oscar Belaiche, Jason Gibbs, Yassen Dimitrov, Nick Stogdill, Frank Latshaw, Ryan Nicholl, and David Cho
12:30 - 12:40 PM Stretch Break -
12:40 - 12:55 PM Industrials: Opportunities Through Electrification and Automation Tarun Joshi
12:55 - 1:10 PM Technology: Finding Quality Among the Trends Robertson Velez
1:10 - 1:25 PM Consumer: Revenge Spending Steven Hall
1:25 - 1:40 PM Q&A Session Tarun Joshi, Robertson Velez, and Steven Hall
1:40 - 1:55 PM Energy Transition: Practical Considerations for Portfolio Construction Jennifer Stevenson / Scott Reid
1:55 - 2:10 PM Real Estate Outlook: Rates vs. Recovery Tom Dicker
2:10 - 2:25 PM Q&A Session Jennifer Stevenson, Scott Reid, and Tom Dicker