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The Program

This year’s annual Global Investor Forum hosted by the Franklin Templeton Institute in New York City explored “The Known Unknowns: Navigating Uncertainty with Resilience and Insight”. Uncertainty is an inescapable fact of life, shaping our decisions both as investors and individuals. How we choose to respond is critical to our success in facing the “known unknowns” posed by a world rife with market, geopolitical and health challenges.

Internal and external speakers with expertise across economics, history, foreign policy, sustainability and investment management discussed the current investment landscape and shared thought-provoking perspectives on how to successfully navigate uncertainty in every sphere of life: as professionals, individuals, and investors.

Exclusive forum for Senior Executives from financial institutions

3-day in-person event discussing perspectives on critical issues impacting markets

Presentations, Panel Discussions and Breakout Sessions on topical themes

The current Investment Landscape, Sustainability, The rise of Blockchain, Opportunities in Today’s Private Markets

Leading experts delivering actionable insights

Providing thought-provoking perspectives on how to successfully navigate uncertainty as professionals, individuals, and investors

Themes & sessions

Megatrends Changing the Asset Management Industry

(Following Welcome & Introduction from Michael Foley, Head of US Institutional)

Moderator: Adele Taylor
Head of Strategy & Corporate Development, Franklin Templeton

Jenny Johnson
President & Chief Executive Officer, Franklin Resources, Inc.

Sandy Kaul
Senior Vice President, Franklin Templeton

Adam Spector
Head of Global Distribution, Franklin Templeton
Managing Partner, Brandywine Global

A World at Risk: Geopolitics, Pandemics and the Changing Economy

Moderator: Katie Klingensmith
Portfolio Specialist Group, Brandywine Global

Sonal Desai, Ph.D.
Chief Investment Officer, Franklin Templeton Fixed Income Group® 

Michael Hasenstab, Ph.D.
Chief Investment Officer, Templeton Global Macro

David Hoffman, CFA
Managing Director & Portfolio Manager, Brandywine Global

Ken Leech
Chief Investment Officer, Western Asset Management

Equity Markets: Bear, Bull or Pig?

Moderator:  Ed Perks, CFA
President & Chief Investment Officer, Franklin Templeton Investment Solutions

Scott Glasser
Chief Investment Officer, ClearBridge Investments

Michael McCarthy, CFA
Chief Investment Officer, Franklin Equity Group

John Reynolds
Portfolio Manager, Templeton Global Equity Group

The Diverging Emerging Markets

Moderator: Stephen H. Dover, CFA
Chief Market Strategist, Head of Franklin Templeton Investment Institute

Manraj Sekhon, CFA
Chief Investment Officer, Franklin Templeton Emerging Markets Equity

Nicholas Hardingham, CFA
Lead Portfolio Manager, Franklin Templeton Fixed Income Group

Calvin Ho, Ph.D.
Director of Research, Templeton Global Macro

Andrew Mathewson, CFA
Co-manager, Global Emerging Markets Strategy, Martin Currie

Opportunities in Today's Private Markets

Moderator: Jing Vivatrat
President and Chief Operating Officer, Franklin Templeton Asia Pacific Alternatives

David Gilbert
Chief Executive Officer, Clarion Partners

David Manlowe
Chief Operating Officer & Head of Research, Benefit Street Partners

Wilson Warren
Partner & President, Lexington Partners

ESG: Divest or Engage?

Anne Simpson
Global Head of Sustainability, Franklin Templeton

Moderated question and answer session with

Julian Ide, Head of EMEA Distribution, Franklin Templeton
Chief Executive Officer, Martin Currie