At the CFA's 2025 Ben Graham Conference, the panel “Investing During the Current Administration: Tariffs, Rates, and Volatility” explored how investors are navigating policy shifts, interest rate uncertainty, and geopolitical tensions. The session was moderated by Sergei Klebnikov, Staff Writer at Forbes.
Panelists included:
- Melissa Brown, CFA, Global Head of Investment Decision Research at SimCorp, a technology vendor that helps clients make informed investment decisions.
- Jake Schurmeier, Portfolio Manager and Head of FICC at Harbor Capital Advisors, who oversees investments across nearly every asset class.
- Nancy Davis, Founder and CIO at Quadratic Capital, who launched the firm in 2013 and manages the interest rate volatility and inflation hedge ETF, ticker IVOL.
- Ebrahim Rahbari, Head of Rates Strategy and Head of U.S. Research at Absolute Strategy Research Ltd, who provides investment strategy and macroeconomic analysis across asset classes.
- Jenny Van Leeuwen Harrington, CEO at Gilman Hill Asset Management, LLC, who manages equity income, international income, and growth portfolios using a fundamental bottom-up approach focused on high cash flow yield.
Also see 2025 Sohn Monaco Conference: Taconic, SSVL, Carrhae, Palliser, AVI, Origo And More [PDF Report]
2025 Ben Graham Conference - Melissa Brown, Jake Schurmeier, Nancy Davis, Ebrahim Rahbari, and Jenny Van Leeuwen Harrington
On Middle East War
Jake Schurmeier:
Market prices suggest nothing happened due to US supply, which has unlimited capacity at $70–$80 a barrel due to shale and other oil deposits which become profitable at those prices.
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