Chairman’s Address, Opening Remarks and Keynote Presentation: Economic & Election Impact

Recorded On: 03/02/2023

Only available as part of a package

Dr. David Kelly, one of the industry’s most respected authorities on capital markets, will address Nicsa members at the 2023 Strategic Leadership Forum in Ft Lauderdale this March.

Dr. Kelly is the Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management. With a focus on investment implications of an evolving environment, Dr. Kelly will share his views on the economic landscape and prospective asset class returns.

Attendees will benefit from this Economic & Election Impact Masterclass and have an opportunity to ask questions that will shed light on an environment of rapid market change, evolving political policy, and increasing investor expectations.

Scott Brady

Head of US Product Development & Strategy, Columbia Threadneedle Investments

Scott Brady is the head of US Product Development and Strategy for Columbia Threadneedle Investments. Mr. Brady joined Columbia Threadneedle Investments in 2016.

Previously, Mr. Brady was Head of Global Mutual Funds at Merrill Lynch. Prior to that, he served as Head of U.S. Mutual Funds and Director of Asset Transition Services. Before joining Merrill Lynch in 2004, Mr. Brady held various roles within Eaton Vance and Putnam Investments. He has been a member of the investment community since 1995.

Mr. Brady received a B.S. in Finance from Boston College. He holds Series 7, 24, and 66 licenses with FINRA.

Dr. David Kelly

Chief Global Strategist, J.P. Morgan Asset Management

Dr. David Kelly is the Chief Global Strategist and Head of the Global Market Insights Strategy Team for J.P. Morgan Asset Management. With over 20 years of experience, David provides valuable insight and perspective on the economy and markets to the institutional investor and financial advisor global communities.

David’s research focuses on investment implications of an evolving economic environment. He has written extensively on all aspects of the U.S. economy and his proprietary U.S. economic forecasting model helps shape his views on both the economic landscape and prospective asset class returns. He currently sits on JP Morgan Fund’s operating committee.

Throughout his career, David has developed a unique ability to explain complex economic and market issues in a language that financial professionals can use to communicate to their clients. He is a keynote speaker at many national investment conferences and a frequent guest on CNBC, Bloomberg, and other financial media outlets.

Prior to joining J.P. Morgan Asset Management, David served as Economic Advisor to Putnam Investments. He has also served as a senior strategist/economist at SPP Investment Management, Primark Decision Economics, Lehman Brothers and DRI/McGraw-Hill.

David is a CFA® charterholder. He also has a Ph.Dand M.A. in Economics from Michigan State University and a B.A. in Economics from University College Dublin in the Republic of Ireland.