Event

The Red Thread

Global themes and outlook 2024

Markets are complex and can humble even the most seasoned of investors. In launching The Red Thread, a flagship thought leadership and insights program, we aim to connect investors and ideas to help make sense of the world. Never has this felt more important, with a macro and geopolitical environment brooding with uncertainty.

 

Join us for UBS Asset Management’s inaugural Red Thread conference, where we will provide our outlook for 2024 and how to thread through the latest market changes.

Date

16 Jan 2024

Location

SavoyEteläesplanadi 1400130 HelsinkiFinnland

How to get there

Start time

11:45 EET

Markets are complex and can humble even the most seasoned of investors. In launching The Red Thread, a flagship thought leadership and insights program, we aim to connect investors and ideas to help make sense of the world. Never has this felt more important, with a macro and geopolitical environment brooding with uncertainty.

 

Join us for UBS Asset Management’s inaugural Red Thread conference, where we will provide our outlook for 2024 and how to thread through the latest market changes.

Agenda:

Time

Time

Event Details

Event Details

Time

11:45 AM - 12:00 PM

Event Details

Welcome by the UBS Asset Management Nordics Team

Time

12:00 PM - 12:30 PM

Event Details

Barry Gill, Marco Outlook 2024

Time

12:30 PM - 13:00 PM

Event Details

Mike Spence, The Next Convergence: The Future of Economic Growth in a Multispeed World

Time

13:00 PM

Event Details

Event ends

N.B: Program may be subject to changes.

Speakers

Joseph Azelby

UBS Asset Management

Barry Gill

Head of Investments

Years of industry experience: 29
Education: B. Commerce (Intl) with German from University College Dublin

Barry Gill was appointed Head of Investments in November 2019 and is a member of the UBS Asset Management Management Team.

He was Head of Active Equities within UBS Asset Management from early 2016 and, before that, joined O’Connor in 2012 as a member of the management group where he ran a concentrated long/short strategy.

Prior to joining O’Connor, Barry was head of the Fundamental Investment Group (Americas) for nearly six years within UBS Investment Bank, investing and trading the firm's principal capital.
Barry moved to the US in 2000 from London to rebuild the long / short principal investing effort within Equities following the creation of O’Connor as a hedge fund business.

In his five years in London at SBC and UBS, he was co-head of Pan-European Sector Trading, a proprietary book, and co-head of European Risk Program Trading for two years, preceded by two years as the head of the French trading book. Barry joined SBC's European derivatives desk as a graduate trainee in 1995.

Michael Spence

Nobel Prize in Economics in 2001

Michael Spence is the former dean of the Stanford Graduate School of Business, a professor at NYU Stern and chairman of the Commission on Growth and Development. His colleagues call his mind a race car and describe this thought leader as a good friend. Spence changed microeconomics by showing that markets aren’t always equipped with perfect information.

Spence is above all a macroeconomist focused on economic growth and poverty reduction. As a Canadian-born American citizen who has lived in the US, Asia and Europe, he’s trotting the globe like no other. He considers this rewarding because it helps him to understand "each individual place, to some extent, less from a distance, through eyes across the Atlantic.“

At a glance:

  • Born: 1943, Montclair, New Jersey, US
  • Field: Microeconomics, later macroeconomics
  • Prize-winning work: The dynamics of information flow and market development
  • Most famous students: Bill Gates and Steve Ballmer (who didn’t show up much)
  • Best aha-moment: Tom Schelling taught him that surfers and swimmers are dangerous to each other
  • Favorite Italian phrase when making a mistake: "Senza speranza!"(Without hope!)

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