The Inflation Trade Anew

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Tuesday, March 16, 2021

2:00 PM EDT | 11:00 AM PDT

60 minutes

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Speakers

Charles Cameron Headshot

Charles Cameron
Deputy Portfolio Manager, Hard Assets
Van Eck

Deputy Portfolio Manager for the Global Hard Assets and Hard Assets Hedge strategies ƒƒ

Responsible for macroeconomic research and trading oversight for the Hard Assets team ƒƒ

Also oversees trading for Gold Equity and Emerging Markets Equity strategies Investment Management Team member since 1995

Prior to joining VanEck, a trader at Standard Chartered; specialized in Eurobond and emerging markets fixed income securities

Formerly held trading positions at various sell-side firms; specialized in commodity and fixed income securities

MBA, Finance, Leonard N. Stern School of Business, New York University; BS, Finance, Boston College

Robert Huebscher Headshot

Robert Huebscher
CEO and Founder
Advisor Perspectives

Robert Huebscher is the founder and CEO of Advisor Perspectives and serves as its editor-in-chief. He is a frequent speaker at industry conferences and has written extensively on topics including investment management, portfolio construction, financial planning and global economics.

Roland Morris Headshot

Roland Morris
Portfolio Manager and Strategist, Commodities
Van Eck

Portfolio Manager for the Commodity Index strategy

Commodities Strategist for the Hard Assets strategies

Responsible for macro strategies, commodities trading, and client development for the firm’s

Hard Assets strategies and alternative investments

Investment Management Team member since 2012

Prior experience includes thirty years in the financial services industry as a macro/commodities trading specialist; manager of futures clearing and execution services; and client relationship management ƒƒ

BA, Economics, University of Vermont

Shawn Reynolds Headshot

Shawn Reynolds
Portfolio Manager, Hard Assets
Van Eck

Portfolio Manager for the Global Hard Assets and Hard Assets Hedge strategies ƒƒ

Oversees the Hard Assets team; responsible for company research and portfolio construction Investment Management Team member since 2005

Prior to joining VanEck, an energy analyst at Petrie Parkman & Co.; covered U.S. oil and gas exploration and production companies

Previously an energy equity research analyst at Goldman Sachs (New York), Lehman

Brothers (London, New York), and Credit Suisse First Boston (London); also an investment banking associate for Credit Suisse (New York, Australia, London)

Formerly an exploration geologist at Tenneco Oil Company

Former board member of several private Latin American oil and gas exploration and production companies

Member of the Riverview Medical Center Board of Trustees and Meridian Health Pension

and Investment Committee; Former President of the Board of Trustees at the Rumson Country Day School

Media appearances include CNBC; quoted in The Wall Street Journal, New York Times,

and Bloomberg Businessweek, among others

MBA (Beta Gamma Sigma National Honor Society), Finance, Columbia Business School;

MA (Phi Kappa Phi), Petroleum Geology, University of Texas, Austin; BS, Engineering, Cornell University

Veronica Zhang Headshot

Veronica Zhang
Analyst, Hard Assets
Van Eck

Analyst for the Global Hard Assets strategy; specializes in Industrials and Alternative Energy

Investment Management Team member since 2013

Prior to joining VanEck, worked in equity research at Bank of America Merrill Lynch, covering the machinery, E&C, and transportation sectors

Earlier career experience includes database consulting for G2 (branch of WPP), in the corporate finance division

BA, Economics and Statistics, Columbia University