Annual Forecast Dinner

2022

FORECAST
DINNER

Tuesday, February 8, 2022

Speakers
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Matt Toms, CFA | Voya

Matt Toms is the chief investment officer of fixed income at Voya Investment Management, leading a team of more than 200 professionals. As CIO, Matt is chair of the Fixed Income Asset Allocation Committee and a member of the Investment Committee. He has served as head of public fixed income, overseeing teams responsible for investment grade and high yield corporates, mortgage-backed securities, emerging market debt, and money market strategies. Prior to joining Voya, Matt worked at Calamos Investments where he built their fixed income business. He also has prior portfolio management experience at Northern Trust and Lincoln National. Matt earned a BBA from the University of Michigan and is a CFA charterholder.

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Savita Subramanian | Bank of America

Savita Subramanian is a managing director, head of Environmental, Social & Governance (ESG) Research, and head of U.S. Equity & Quantitative Strategy at BofA Securities. She is responsible for determining forecasts for the S&P 500 and other major U.S.,indices, recommending U.S. sector allocations for equities, and developing and marketing the firm’s quantitative equity strategy to institutional and individual clients. She also leads Global Research’s Environmental, Social, and Governance (ESG) efforts. Subramanian has been ranked in the Institutional Investor survey for the last nine years. She is a frequent commentator on media outlets including Bloomberg and CNBC and is named by Barron’s as one of the 100 Most Influential Women in U.S. Finance. She received a bachelor’s degree with majors in mathematics and philosophy from U.C. Berkeley and an MBA from Columbia University.

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Will Compernolle | FHN Financial

Will Compernolle is a Senior Economist with FHN Financial. Previously, he worked at High Frequency Economics, an independent macroeconomic research firm in the New York area. He has a master’s degree in economics from New York University and a bachelor’s degree in economics from the University of St Andrews in Scotland. He has extensive experience writing, podcasting, and communicating economics to wide audiences.

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Don Rissmiller | Strategas

Mr. Rissmiller is a founding Partner of Strategas and has directed the Firm’s macroeconomic research efforts since 2006. He oversees Strategas’ thematic research as well as highfrequency econometric forecasting. Prior to co-founding Strategas in 2006, Mr. Rissmiller was an Economist and Managing Director at International Strategy & Investment (ISI) Group. Before joining ISI, he worked at the Federal Reserve Bank of New York, focusing on the analysis of U.S. macroeconomic data and price/wage forecasting models. He is frequently quoted in the financial press. He has been the president of the Forecasters Club of New York, a local group of economists. He serves on the board of the Global Interdependence Center (GIC) based in Philadelphia. Mr. Rissmiller’s research has been recognized by Institutional Investor magazine in their annual survey. Mr. Rissmiller holds an AB magna cum laude in economics from Harvard.

Panel Moderated by George Chen, CFA

CFA Institute Presidents Council Representative and Past President of CFA Society Atlanta

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better

investment professionals.

better

markets.

better

world.

PRESENTING SPONSORS

Table Sponsors

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Past speakers

2020 - Tony Crescenzi - Executive VP, PIMSCO, Jordi Visser - President & CIO, Weiss MultiStrategy Advisors

2019 - Paul Smith, CFA - President & CEO, CFA Institute (Moderator), Dubrvako Lakos-Bujas, JP Morgan, Tobias Levkovich, Citi

2018 - Jeffrey Sherman, CFA, DoubleLine​ Capital

2017 - Dr. David Kelly, J.P. Morgan

2016 - Dr. Adam Parker, Morgan Stanley

2015 - Jason Trennert, Strategas Research Partners LLC

2014 - Ed Hyman, ISI Group, LLC