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.
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Join Stephanie Link as she discusses the secular themes and trends that are driving her equity portfolio decision-making process heading into 2025.
The Federal Reserve is cutting interest rates, rather than raising them. The real estate market is finding its footing, rather than struggling as it has for the past year. Inflation is slowing, rather than accelerating as it did in 2022. All of that calls for new investment strategies—and our expert panelists will outline them for you in Sarasota. They will also give their top three plays for this new phase of the economic cycle.