Lazard Asset Management show

Lazard Asset Management

Summary: Lazard Insights Conference Calls are part of an ongoing series of conference calls discussing timely issues in today's market. The calls are not specific to any Lazard product, and are designed to bring value-added insights to clients and prospects and to promote our intellectual capital. Lazard Insights Conference Calls are part of an ongoing series of conference calls discussing timely issues in today's market. © 2013 Lazard Asset Management LLC

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Podcasts:

 Halftime Report: Assessing the Market Outlook for the Balance of 2009 and Beyond | File Type: audio/mpeg | Duration: 39:28

The behavior of markets during the first half of 2009 will likely have a profound influence on investors for years to come. Please join David Cleary to discuss the importance of the first half of 2009 and what effect it has had on his outlook for the shape of the recovery, and the economic dispersion amongst winners and losers. Featured Speaker: David Cleary, CFA, Managing Director, Portfolio Manager/Analyst David Cleary is a Managing Director of Lazard Asset Management LLC. He is currently responsible for the management of the Lazard Capital Allocator Series (LCAS). Additionally, he provides oversight for the Fixed Income platform. LCAS is a global tactical asset allocation investment product, which implements portfolio themes primarily through index and index-like investment vehicles. David works on asset allocation modeling and total portfolio risk management and sits on the LCAS Advisory Board. Previously, he spent nine years as a Fixed Income Senior Portfolio Manager at Lazard with a focus on risk control, sector allocation, and total portfolio management. David began working in the investment field in 1987. Prior to joining Lazard in 1994, David worked as a Portfolio Manager with Union Bank of Switzerland and an Assistant Treasurer with IBJ Schroeder, both primarily in fixed income asset management. He has a BS from Cornell University. David is a member of the New York Society of Security Analysts (NYSSA) as well as the CFA Institute.

 Rethinking Emerging Markets | File Type: audio/mpeg | Duration: 36:50

Historically, investors have viewed emerging markets as a single asset class that offers portfolio diversification. Please join James Donald, Managing Director, Portfolio Manager/Analyst, for an update on the improving fundamentals and continuing evolution of emerging markets, and an exploration of the diverse opportunities that emerging markets offer to active managers. Featured Speaker: James Donald, CFA Managing Director, Portfolio Manager/Analyst James Donald is a Portfolio Manager/Analyst on the Emerging Markets Equity team and Head of the Emerging Markets Group. He began working in the investment field in 1985. Prior to joining Lazard in 1996, James was a Portfolio Manager with Mercury Asset Management. He has a BA (Hons) in history from the University of Western Ontario.

 The Changing Landscape of U.S. Equity Markets | File Type: audio/mpeg | Duration: 34:06

As market conditions continue to evolve and volatility remains elevated following the dramatic events of 2008, we are beginning to identify trends that may foreshadow the new investment paradigm. As economic Darwinism continues, we are starting to see clear elements of which sectors, industries, and companies may have the winning approaches. Please join Andrew Lacey, Deputy Chairman, U.S. and Global Strategies, for a detailed discussion on assessing and recognizing the potential winners. Featured Speaker: Andrew Lacey, Deputy Chairman, U.S. and Global Strategies Andrew Lacey is Deputy Chairman of Lazard Asset Management, responsible for oversight of the firm’s U.S. and global strategies. He is also a Portfolio Manager/Analyst on various U.S. and global equity portfolio teams. Andrew began working in the investment field in 1995 when he joined Lazard as a member of Lazard's Global Research Platform. He has an MBA from Columbia University and a BA (Hons) from the College of Social Studies, Wesleyan University. Andrew is currently on the Board of Trustees of the Link Community School.

 Finding the End Game in Newly Distressed Assets | File Type: audio/mpeg | Duration: 34:31

Please join Joe Ramos, Director and Portfolio Manager/Analyst, for a discussion on impaired fixed-income securities, related mark-to-market losses, and how both investors that own and investors that do not own such securities can find opportunities in the current environment. Featured Speaker: Joe Ramos, Director, Portfolio Manager/Analyst Joe Ramos is the lead Portfolio Manager/Analyst on the U.S. Fixed Income team. He began working in the investment industry in 1978. Prior to joining Lazard in 2006, Joe was the Chief Investment Officer of Ambac Financial Group, Inc., where he was responsible for the oversight and management of Ambac's investment strategies. Previously, Joe was a member at E.H. Capital Group, a Senior Vice President and Portfolio Manager at Lazard Asset Management, a First Vice President and Senior Portfolio Manager at Lehman Management Co., and a Senior Analyst in the Lehman Brothers Kuhn Loeb Fixed Income Research Department. He has a BS from New York University.

 The New Hedge Fund Environment: Understanding the Ramifications and Remaining Diligent | File Type: audio/mpeg | Duration: 41:06

The hedge fund industry experienced a broad dislocation in 2008. Please join Chris Heasman, Director and Portfolio Manager/Analyst, for a discussion regarding the state of the hedge fund industry following the 2008 shake-up, the continuous need for thorough due diligence, and an outlook on the environment in which we believe hedge funds will operate in the near future. Featured Speaker: Chris Heasman Managing Director, Portfolio Manager/Analyst Chris Heasman is a Portfolio Manager/Analyst on the Fund of Funds team and a member of the Fund of Hedge Funds Investment Committee. He began working in the investment field in 1979. Prior to joining Lazard in 2001, Chris led the development and portfolio management of JPMorgan Investment Management's Hedge Fund Group's Structured Hedge Fund products. Previously he worked with CIBC, Banque Indosuez, CitiNational (Citibank) and Capel Court Corporation. He was an advisor to the Board of Directors of the Sydney Futures Exchange for 10 years, and was responsible for the design of many of the financial futures and options contracts traded on that exchange.

 Identifying Opportunities in a Deleveraged World | File Type: audio/mpeg | Duration: 28:08

Please join David Cleary, Managing Director and Portfolio Manager/Analyst, for a broad overview and 2009 outlook on the global economy and capital market environment, covering global equity and bond markets as well as viewpoints on a series of non-traditional investment themes and ideas. Featured Speaker: David Cleary, CFA Managing Director, Portfolio Manager/Analyst David Cleary is a Managing Director of Lazard Asset Management LLC. He is currently responsible for the management of the Lazard Capital Allocator Series ("LCAS"). LCAS is a global tactical asset allocation investment product, which implements portfolio themes primarily through index and index-like investment vehicles. David works on asset allocation modeling and total portfolio risk management and sits on the LCAS Advisory Board. Previously, he spent nine years as a Fixed Income Senior Portfolio Manager at Lazard with a focus on risk control, sector allocation and total portfolio management. David began working in the investment field in 1987. Prior to joining Lazard in 1994, David worked as a Portfolio Manager with Union Bank of Switzerland and an Assistant Treasurer with IBJ Schroeder, both primarily in fixed income asset management. He has a BS from Cornell University. David is a member of the New York Society of Security Analysts (NYSSA) as well as the CFA Institute.

 Global Currencies: The Last Uncorrelated Asset Class? | File Type: audio/mpeg | Duration: 49:10

While there are several potential sources of correlation in the global currencies asset class, including economic and trade linkages, financial flows and market relations, and central bank policy connections, emerging markets exhibit different behavior compared to most of the other “contagious” asset classes. For example, correlations among emerging markets currencies tend not to spike and remain at elevated levels for long periods of time. Please join us on the next Lazard Insights Call, when Ardra Belitz, Director and Portfolio Manager, will review investor differentiation in the varied local currency emerging markets, the degree to which foreign and/or leveraged global capital flow is present, and different directionality drivers. She will also discuss how the role of central banks differs among countries. Featured Speaker: Ardra Belitz Director, Portfolio Manager Ardra Belitz is a Director of Lazard Asset Management LLC and a Portfolio Manager specializing in emerging market currency and debt. She has been a member of the Emerging Income management team since 1998. Ardra began working in the investment industry in 1994. Prior to joining Lazard in 1996, she worked at Bankers Trust Company. Ardra has her BA in Economics from Brandeis University, from which she graduated Phi Beta Kappa.

 How Stable are Consumer Staples? Assessing the Impact of Inflation, Slowing Consumer Spending and Today's Global Economy | File Type: audio/mpeg | Duration: 30:03

As the economic outlook continues to be uncertain, many investors are considering investments in sectors traditionally thought of as more defensive in nature, such as consumer staples. Nina will review the wide variety of opportunities within the broad consumer staples sector and discuss the different challenges many companies and industries are facing in terms of growth opportunities and inflationary pressures. She will also provide her perspective on premiumization vs. commoditization of the consumer staples sector. Featured Speaker: Nina M. Saglimbeni Managing Director, Research Analyst Nina M. Saglimbeni is a Research Analyst on the Global Research Platform, covering the Consumer sector. She began working in the investment field in 1979. Prior to joining Lazard in 1990, Nina was with Kleinwort Benson Securities, Inc and Quilter Goodison & Co. She has an MA and BA degree from Oxford University and a BS from Bombay University.

 The Outlook for Financials -Subprime: Is Commercial Real Estate the Next Shoe to Drop? | File Type: audio/mpeg | Duration: 50:07

Ron will review recent trends and discuss current conditions in credit markets, providing an overview on the risks and causes for optimism in the present environment as well as analyzing some possible scenarios for 2008 and beyond. A Q&A session will follow his presentation. Featured Speaker: Ronald Temple Managing Director Mr. Temple is a Co-Director of Research and a Research Analyst on the Global Research Platform. Prior to joining Lazard in 2001, Ron held positions with Deutsche Asset Management and Deutsche Bank Americas in New York, Deutsche Bank Asia/Pacific in Singapore, Deutsche Morgan Grenfell in London, Bank of America NT & SA in San Francisco, and Fleet Financial Group in Boston. He began working in the investment field in 1991. Ron received a MPP from Harvard University and a BA in Economics & Public Policy from Duke University.

 Sorting Through the Capital Market Opportunity Set | File Type: audio/mpeg | Duration: 38:20

David will provide a broad overview and 2008 outlook for the global economy and capital market environment, covering global equity and bond markets as well as viewpoints on a series of non- traditional investment themes and ideas. Featured Speaker: David R. Cleary, CFA Managing Director, Portfolio Manager David R. Cleary is a Managing Director of Lazard and is currently responsible for the management of the Lazard Capital Allocator Series (“LCAS”). The LCAS is a global tactical asset allocation investment product, which implements portfolio themes primarily through index and index-like investment vehicles, such as ETFs. David works on asset allocation modeling and total portfolio risk management and he sits on the firm’s Investment Advisory Board. Previously, he spent nine years as a Fixed Income Senior Portfolio Manager at Lazard with a focus on risk control, sector allocation and total portfolio management. David began working in the investment field in 1987. Prior to joining Lazard in 1994, David worked as a Portfolio Manager with Union Bank of Switzerland and an Assistant Treasurer with IBJ Schroeder, both primarily in fixed income asset management. He has a BS from Cornell University. David is a member of the New York Society of Security Analysts (NYSSA) as well as the CFA Institute.

 Observations on Global Oil Markets - How Did We Get to $90 Oil? | File Type: audio/mpeg | Duration: 45:10

What are the fundamental issues underlying current oil prices? Are the key drivers of energy prices speculation, currency fluctuations, geopolitical issues or a combination of all of these factors? Peter will address these questions by putting historical events in the energy markets in context, from the early 1970s to today, then touch on how that may be impactful for different industry groups. Featured Speaker: Peter Hunsberger Managing Director, Research Analyst Peter is a Research Analyst on the Global Research Platform, covering the Power sector. He began working in the investment field in 1989. Prior to joining Lazard in 1991, Peter served as Director of Research with John S. Herold, Inc. and was also previously with Hunt Oil Company. He has an MBA from Houston Baptist University and a BA from Middlebury College.

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