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Exclusive Roundtable with Tom Lee & Leadership Team

Monday, July 18, 1PM ET
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After a volatile first half, where do we go from here?

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Event Agenda

Tom Lee and the FSInsight leadership team address the state of markets and provide actionable insights in a candid roundtable discussion.
- Making sense of the first-half volatility
- Biggest concerns on the horizen
- Opportunities for 2H2022
Can’t make it? No worries: We’ve got you covered. A replay will be available shortly afterward.

Panel of Speakers

Tom Lee

Tom Lee

Co-founder and Head of Research

Previously Chief Equity Strategist at J.P. Morgan from 2007 to 2014, top-ranked by Institutional Investor every year since 1998.

Tom Lee

L . Thomas Block

Washington Policy Strategist

Formerly Global Head of Government Relations at J.P. Morgan for 21 years, and previously served as Legislative Assistant and Chief of Staff in the House, and Legislative Staff Director in the Senate.

Tom Lee

Sean Farrell

Head of Digital Asset Strategy

Sean Farrell is the Head of Digital Asset Strategy at FSInsight. Prior to joining FSInsight, Sean was a manager in the Transaction Opinions group at Alvarez & Marsal, and previously worked as an associate with Anvil Advisors.

Tom Lee

Adam Gould, CFA

Head of Quantitative Research

Adam has over 20 years of experience on Wall Street. He worked at Morgan Stanley and Empirical Research Partners where he designed and developed quantitative equity models and other portfolio strategy themes.

Tom Lee

Mark L. Newton, CMT

Head of Technical Strategy

Mark has more than 25 years of buy and sell-side experience in the financial services industry. He formerly worked with Diamondback Capital Management and Morgan Stanley as their technical strategist.

Tom Lee

Brian Rauscher, CFA

Head of Global Portfolio Strategy and Asset Allocation

Prior to joining FSInsight, Brian spent eight years at Robert W. Baird & Co. as Chief Global Portfolio Strategist. He has also worked on the buy side as the U.S. Equity Strategist at Fortress Investment Group on the Liquid Macro Hedge Fund.

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