Annual Forecasting 2019 (Fully Booked)
Tue 15 Jan 19 at JP Morgan, London

CFA UK’s Annual Forecasting event is an excellent opportunity to learn about and discuss the prospects for economies, markets and currencies over the next 12 months. 

This year the event will be more engaging and interactive; there are no presentations and you are in control. We are looking for members to submit questions that will be put to our expert panel.

What questions do you want to be addressed? Do you want to know what is the best safe haven for 2019 or discuss which markets offer the greatest potential? Quickly and easily submit your questions online.

Deadline for question submission is Wednesday 9th January.


Kevin Gardiner
Global Investment Strategist, Rothschild & Co

Kevin joined Rothschild in August 2014. Previously, he was Chief Investment Officer (Europe) at Barclays Wealth Management. 

Prior to joining Barclays in 2009, Kevin worked for a number of investment banks and the Bank of England in a City career spanning 30 years. In 1994, at Morgan Stanley, he wrote the Celtic Tiger report on the Irish economy. Ireland still has the strongest trend growth rate of any Western European economy.

Kevin was educated at the United World College of the Atlantic, the London School of Economics and Cambridge University. He was a Governor and Chair of the resources committee at Atlantic College for nine years. He has been a member of the Welsh Government’s Financial and Professional Services Sector Advisory Panel, and is currently a member of the advisory board for the Cardiff Capital Region City Deal. His book, Making Sense of Markets, was published by Palgrave Macmillan in August 2015.

Stephen Yung-li Jen
CEO and Co-CIO, Eurizon SLJ Capital

Stephen Jen is the CEO and Co-CIO of Eurizon SLJ Capital Ltd - a firm specialising in currency management and investment, and, since July 2016, owned by the Intesa San Paolo banking group in Italy. 

Prior to establishing SLJ Macro Partners LLP in April 2011, Stephen was a Managing Director at BlueGold Capital (since May 2009), as the key risk taker in currencies as well as their macro strategist. 

Before BlueGold, Stephen was a Managing Director at Morgan Stanley and, from October 1996 to April 2009, held various roles, including the Global Head of Currency Research and the Chief Global Foreign Exchange and Emerging Markets Strategist.

Prior to Morgan Stanley, Stephen had spent four years as an Economist with the International Monetary Fund (IMF) in Washington DC, covering economies in Eastern Europe and Asia. In addition, Stephen was actively involved in the design of the IMF’s framework to provide debt relief to highly indebted countries. 

Stephen holds a PhD in economics from the Massachusetts Institute of Technology, with concentrations in international economics and monetary economics. He also earned a BSc in electrical engineering (summa cum laude) from the University of California at Irvine

Anna Stupnytska
Global Economist and Team Leader - Markets Research, Fidelity International

Anna is Global Economist and Team Leader of Markets Research within the Multi Asset team at Fidelity International. She focuses on global macro, policy and political developments and related investment implications. Anna joined Fidelity in 2014 from Goldman Sachs, where in the role of Macroeconomist, firstly as part of Global Investment Research and then part of Asset Management, she was a leading member of the team famed for coining the concept of BRICs.

Anna's career began in 2004 in Merrill Lynch’s Investment Banking Group. Anna holds a first class MA (Hons) degree in economics from the University of Cambridge and a masters of philosophy in economics (with Distinction) from the University of Oxford.

When and where?

Tuesday 15 January 19

Registration: 17:30
Event: 18:00 - 19:30

JP Morgan, 60 Victoria Embankment, London EC4Y 0JP
View map | View directions

Nearest tube station
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Member - £0
Non-member - £50

This is eligible for 1.5 CPD hours