VIRTUAL LUNCH-AND-LEARN:
The Future is Around the Curve

Dimitri Delis, Ph.D.
Managing Director
Piper Sandler Financial Strategies

Webinar Details

Date and Time:

Wednesday, January 18, 2023 from 11:30 a.m. EDT

Duration:

Sixty (60) Minutes

This webinar is open to members and non-members. For members, complimentary registration is a benefit of PAFP membership. For non-members, there is a $35.00 registration fee.

Session Description

While not yet in a recession, U.S. economic growth is clearly stagnating as the effects of monetary and fiscal policy tightening work through the economy. The strong job market is a reason for optimism, but it is striking how quickly recessions follow once the economy hits full employment. Several indicators will be presented that suggest a recession is unavoidable. Further topics that will be presented include:

• How shrinking the Fed’s balance sheet may lead to negative GDP growth
• Assessing the housing bubble. Regional or National ?
• What do historical comparisons with past hiking cycles imply about interest rates
• Investor positioning in the post Fed hiking cycle!

Speaker Bio

Dimitri Delis, Ph.D.

Dimitri Delis is a Managing Director and Chief Portfolio Strategist/Economist within Piper Sandler Financial Strategies (PSFS) in the Fixed Income Department. He is responsible for evaluating economic trends, analyzing current economic issues and generating relative value strategies by integrating fixed income cross-sector trends with macro/economic analysis. He identifies/analyzes market dislocations across all fixed income asset classes and makes economic presentations to clients. Dimitri has been quoted in Bloomberg, Marketwatch and Reuters and is a frequent speaker at both regional and national level business/financial events.

Prior to joining the group in 2005, Delis served as the cross-sector strategist for JP Morgan. Prior to the JP Morgan-Bank One merger, he was the derivatives strategist for Bank One. Dimitri’s experience includes market risk management for ABN AMRO where he was responsible for identifying and monitoring all market risk-taking activities for the derivatives and FX trading desks and bond modeling for Solomon Brothers’ proprietary portfolio tools.

Dimitri Delis holds a Ph.D. in nuclear physics from the University of California at Berkeley and a bachelor’s degree in chemistry and mathematics from the University of Chicago. He completed his Master of Business Administration degree at Northwestern University’s Kellogg School of Management in 2006. He is a registered representative with the Financial Industry Regulatory Authority (FINRA).