“Fearless Markets vs. The Trump Effect”

Lori is Deputy Global Chief Investment Officer for State Street Global Advisors. In this capacity, Lori is responsible for a range of activities that impact the effective delivery of investment strategies and solutions to our global client base, including representing our market outlook and investment themes, taking a lead role in investment strategy oversight, governance and innovation and managing the implementation of enterprise-wide initiatives.

Prior to this role, she was Chief Portfolio Strategist, leading a team of professionals responsible for helping advisors, consultants and institutional clients analyze economic and market developments, assess the impact to their portfolios and identify specific products and solutions to help them manage risk and take advantage of market opportunities. She is a member of the company's Executive Management Group, Investment Committee and Global Product Committee.

Before joining SSGA, Lori was Chief Investment Strategist and Head of Investment Products for OppenheimerFunds, Inc., a $250 billion asset management firm. In that capacity, she and her team identified market opportunities, spearheaded new product development and created thought leadership aimed at helping clients navigate markets and position their portfolios effectively. Prior to that, she was a managing director and head of Investments for Citi Private Bank. She and her team worked with ultra-high net worth clients, family offices, private foundations and institutional clients to develop investment strategies designed to meet financial, cash management and risk management needs. Before joining Citi, Lori ran the Global Investment Products Group for SEI Investments, where she developed innovative strategies to manage pension plans and other institutional assets, launched a series of investor portfolios designed to address specific client needs and pioneered integrated managed accounts with portfolio overlay functionality.

Earlier in her career, Lori managed the new business development effort for Mellon Financial's Eastern Region, and was a senior vice president at Parker/Hunter Incorporated running the equity and fixed income sales and trading departments. She began her career at Credit Suisse First Boston, where she analyzed investment and financing alternatives for institutional clients. Lori received her MBA from Carnegie Mellon University and her AB in religion from Princeton University. She earned the Chartered Financial Analyst designation and is a member of the CFA Institute and the Boston Security Analysts Society.

Susan Olson is a Vice President – Government Relations at Natixis Global Asset Management – U.S. Distribution. In this role, she serves as point person for the firm, and helps the firm maintain awareness of the regulatory environment, as well as ongoing governmental issues and initiatives. From 2005 – 2015, she served as Managing Regional Director, IAG Mid-Atlantic on the National Sales Team. Prior to joining the firm in 2005, she was a vice president and regional manager at SunAmerica Mutual Funds covering Kentucky, Ohio, and Indiana. She started in the financial services industry with UBS/PaineWebber in 1995. Ms. Olson received her BA in international business with a minor in Spanish from the University of Nebraska-Lincoln. She is FINRA Series 7, 63 and 65 licensed. Ms. Olson is a Chairperson of Rock Spring UCC community outreach program, Graduate and Member of Leadership Arlington and Volunteer at Arlington Street People's Assistance Network. She is also Board Chair of OAR, Offender Aid and Restoration, a community-based restorative justice organization that works with individuals and their families who have been impacted by the Criminal Justice system to help them build productive and responsible lives.

Rebecca, an expert in US economic data and policy, is leads Sovereign Research and Strategy at Standish Mellon Asset Management, generating actionable trade ideas in sovereign rates and FX markets.  She is responsible for forecasting macro variables for major non-US developed market economies as part of Standish’s top-down macro process.  Prior to joining Standish in 2010, Rebecca worked at Manulife Asset Management as an economist, then as a market strategist.  She is a graduate of University of Colorado Boulder where she earned a B.A. in Mathematics and a Ph.D. in Macroeconomics & International Finance.