Stephanie Link is the chief investment strategist, head of investment solutions, and equity portfolio manager at Hightower Advisors, a national wealth management firm that provides investment, financial, and retirement planning services to individuals, foundations, and family offices. In addition, Ms. Link runs multiple equity strategies within the Investment Solutions group. The Investment Solutions group has $5.1B in assets under management as of July 15th, 2024. Prior to joining Hightower, Ms. Link was the senior managing director and head of global equities research at Nuveen, where she co-managed the CREF stock variable annuity portfolio with $200 billion in assets, managed her own US core portfolio with $3.7 billion in assets, and oversaw 33 investment professionals that collectively managed $40 billion.
In this session, Stephanie will identify six powerful investment themes, explaining their key drivers and how you can profit from them. They include: Housing, cyber security, electrification, animal health, financials, and aviation. She will also cover the latest macro market drivers and developments, including tariffs, inflation, and tax/deregulation. You’ll walk away with a firm understanding of what it all means for economic growth, corporate earnings, markets, and your investments.