Session 3: What's on the Horizon for Investors and Global Markets?

Friday, May 7, 2021, 11 a.m. – 12:15 p.m. ET

On Friday, May 7 during the final webinar of the 2021 Carroll School Webinar series,Ěý“Post-Pandemic Trajectories: Politics, the Economy, and Global Markets,” Boston College alum and CN51˛čąÝ finance and technology reporter Kate Rooney ’13 guided a panel of knowledgeable finance experts as they expanded the conversation beyond the nation’s borders, to discuss what’s on the horizon for investors and global markets in the months and years ahead. Panelists included Richard Bernstein, chief executive officer and chief investment officer, Richard Bernstein Advisors; andĚýTony Pasquariello, global head of hedge fund coverage for the Global Markets Division of Goldman Sachs. See the full recording below.Ěý

Read our coverage of the webinar

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Finance Conference Opening Slate v1 – Day 3

Participant Bios

Headshot of Kate Rooney, a smiling white woman

Panel Moderator: Kate Rooney ’13, finance and technology reporter, CN51˛čąÝ

Kate Rooney is a technology reporter based out of CN51˛čąÝ’s San Francisco bureau, with a focus on financial technology, payments, and venture capital. She also writes and reports for CN51˛čąÝ’s digital platforms.

Rooney joined CN51˛čąÝ in 2015 as a news associate before working as a producer for CN51˛čąÝ’s “Squawk Box” and was most recently a markets reporter for CN51˛čąÝ.com.

Headshot of Dan Holland

Panel introduction by Daniel E. Holland III, '79, P'07, '08, Managing Director, Private Wealth Management, Goldman Sachs & Co

Dan Holland is a managing director in the Investment Management Division. Since 2010, he has served as region head for the firm’s Private Wealth Management (PWM) business in New England. Previously, he had responsibility for the Global Securities Services (GSS) business in the Boston region, responsible for Prime Brokerage, Capital Introduction, and Relationship Management with hedge fund clients. Before that, he was co-manager of Prime Brokerage Sales in New York and managed Fixed Income Prime Brokerage.

Headshot of Rich Bernstein

Panelist: Richard Bernstein, chief executive officer and chief investment officer, Richard Bernstein Advisors

Richard Bernstein is the chief executive officer/chief investment officer of Richard Bernstein Advisors LLC.

Bernstein founded Richard Bernstein Advisors LLC (RBA) in 2009. The firm utilizes a unique top-down approach to investing, focusing on macro trends rather than individual stock selection. RBA, one of the fastest growing money management firms, is among Morningstar’s Top 10 ETF Model Managers in assets and partners with some of the world’s leading financial institutions.

Headshot of Tony Pasquariello

Panelist: Tony Pasquariello, Global Head of Hedge Fund Coverage, Global Markets Division,ĚýGoldman Sachs & Co.

Tony Pasquariello is global head of hedge fund coverage for the Global Markets Division, and co-leads the firm’s cross-divisional coverage of family offices in the Americas. Previously he was head of macro client coverage across FICC and Equities and co-head of US Equities Sales. He joined Goldman Sachs in 1999 as an analyst in Fixed Income Interest Rate Products and moved to the Equities Division in 2001.ĚýPasquariello was named managing director in 2007 and partner in 2012.

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Intro and closing music isĚý“For Boston” in 8 parts for violin byĚýNova Wang CSOM '21