Valuation

13:30–15:15

Valuation Considerations: Analyzing Stock Bubbles and Market Changes

James Dow
Professor of Finance
London Business School

Topical Track: Valuation
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15:45–16:30

Late Cycle vs. End Cycle: Building Multi-Asset Portfolios

Geraldine Sundstrom
Managing Director and Portfolio Manager​
PIMCO

Brian D. Singer, CFA, Moderator
Head of Dynamic Allocation Strategies Team
William Blair

Topical Track: Valuation
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