Join us for The BEAT – Conversation & 2026 Highlights featuring Greg Waterman, CFA, Executive Director at Morgan Stanley Investment Management. This timely discussion will connect today’s evolving market environment with practical implications for investor portfolios, providing attendees with actionable perspectives across bonds, equities, alternatives, and tax-aware investing.

Designed for investment professionals, "The BEAT" framework tackles the four pillars of modern wealth management: Bonds, Equities, Alternatives, and Taxes. Discover current economic conditions, policy developments, and asset allocation trends shaping investment decisions in 2026 during this insightful virtual event.

What You Will Gain

  • Tactical Asset Allocation: Get data-driven views on representative allocations across asset classes to help navigate 2026's "new normal."
  • Policy & Tax Strategy: Expert analysis on peak tariff uncertainty, the next wave of tax policy changes, and tax-efficient "asset location" strategies.
  • Global Market Outlook: A deep dive into U.S. economic growth prospects, "European Exceptionalism," and why current data trends suggest a "Soft Parade" ahead.
  • Client-Ready Visuals: Learn how to use clear, impactful charts to translate complex market volatility into actionable themes for your clients.

Whether you are evaluating your current portfolio positioning or looking for a critical "desk reference" to support client inquiries, this session delivers the clarity needed to thrive in today’s complex investment landscape.

Speakers

Greg Waterman, CFA

Greg Waterman, CFA

Executive Director, Morgan Stanley Investment Management

Find out more

Return to listing