John Rogers Jr., Founder, Chairman and CEO, Ariel Investments LLC Moderator: John Calamos Sr., CEO and Global Co-Chief Investment Officer, Calamos Investments Anne Casscells, Co-President and Chief Investment Officer, Aetos Alternatives Management George Evans, Chief Investment Officer, Equities, OFI Global Asset Management J. Todd Morley, Chairman and CEO, G2 Investment Group Christopher Ailman, Chief Investment Officer, California State Teachers Retirement System (CalSTRS) A year ago, few pros expected Apple to fall and the Facebook IPO to fizzle. On the other hand, it wasn’t a long shot that yields would stay low and Congress would still be wrangling over fiscal issues. Our panel of investment sages will offer their analysis and opinion on the questions facing the markets, and some that aren’t on the radar yet. What has changed in the world’s two top economies after the U.S. election and the transfer of power in China? With uncertainty reduced and optimism rising, will PE ratios continue to climb? Or are dividends, which have staged a lively rebound since the financial meltdown, the core of a smart strategy? The market may be ready to embrace a new group of bellwethers — names, please. Has the love of Treasuries run its course? [...]
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