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Howard Marks (W’67) & Wharton Finance Prof. Chris Geczy: Investor Series - November 2020

In this 10th installment of the Howard Marks Investor Series series, Howard Marks (W'67) – Co-Chairman, ‪@oaktreecapital‬ Management – talks with Chris Geczy, Adjunct Full Professor of Finance. They focus on Marks' latest memo, “Coming into Focus,” regarding his economic forecast for a post-pandemic recovery. He answers pre-recorded questions from students and audience-submitted questions, following opening remarks by Wharton School Dean Erika James. (Event recorded November 18, 2020) 06:11 - Marks' latest Oaktree memo and whether "move forward but with caution" is still guiding his investment strategy 12:23 - Where Marks sees our current market cycle 18:56 - Dispersion across sectors and pursuing high return in a low yields world 23:55 - View on use of leverage today 28:40 - Forecast based on development of COVID-19 vaccine 39:04 - Advice for students on how to spend time during the pandemic 41:35 - What area of the investment world Marks would focus on for a career today 47:08 - International investing and the private debt market in Europe 51:12 - Return prospects in China and whether to avoid China or reallocate from developed markets 54:32 - Steps for macroeconomy for Federal Reserve's Board of Governors 1:00:01 - Creating greater inclusion of underrepresented groups within investment firms and in portfolio of investments The Howard Marks Investor Series at the Wharton School brings high-profile investors to campus to share real, practical perspectives. Each event features a fireside chat style conversation between Howard Marks, W’67, and an investment community thought leader, often with a special focus on value investing. Learn more: https://whr.tn/2USiLbJ #howardmarks #oaktree #investor #finance #markets ----- Founded in 1881 as the world’s first collegiate business school, the Wharton School of the University of Pennsylvania is shaping the future of business by incubating ideas, driving insights, and creating leaders who change the world. With a faculty of more than 235 renowned professors, Wharton has 5,000 undergraduate, MBA, executive MBA, and doctoral students. Each year 18,000 professionals from around the world advance their careers through Wharton Executive Education’s individual, company-customized, and online programs. More than 99,000 Wharton alumni form a powerful global network of leaders who transform business every day. Learn more about Wharton: https://www.wharton.upenn.edu/ Subscribe to the Wharton YouTube channel: https://www.youtube.com/user/thewhart...