Special Thanks To Our Sponsor

With market volatility increasingly driven by macro-policy shifts and global friction points, providing CFA members with actionable risk management frameworks is more critical than ever.

• Portfolio Risk Management: Equips asset managers with strategic frameworks to identify how international policy shifts and trade friction impact asset valuation.
• Superpower Friction: Delivers a deep-dive analysis of China-U.S. and China-Europe economic relations to help members hedge global portfolio risks.
• Macro Environment Forecasting: Breaks down long-term disruptions—including energy transitions and defense spending shifts—and their direct impacts on global supply chains.

John Emerson, Vice Chairman, Capital Group International | John works in global distribution as vice chair of Capital Group International, Inc. He has 25 years of industry experience, all with Capital Group. From 2013 to 2017, he served as the United States ambassador to the Federal Republic of Germany. John was awarded the State Department’s Susan M. Cobb Award for Exemplary Diplomatic Service in 2015, which is given annually to one non-career ambassador, and in 2017 he was awarded the CIA Medal and the U.S. Navy’s Distinguished Public Service award.

Prior to accepting the ambassadorial posting, John spent 16 years as president of Capital Group Private Client Services. Before joining Capital, he was deputy assistant to President Clinton where he coordinated his economic conferences, served as the president’s liaison to the nation’s governors, and led the administration’s efforts to obtain congressional approval of the GATT Uruguay Round Agreement and the extension of China’s MFN trading status. Additionally, he was appointed by President Obama to serve on his Advisory Committee for Trade Policy and Negotiations. Before working in the Clinton White House, John served as Los Angeles Chief Deputy City Attorney, and was a partner in the law firm of Manatt, Phelps, Rothenberg, and Phillips. John holds an honorary doctor of laws degree from Hamilton College, a juris doctor degree from the University of Chicago and a bachelor’s degree in philosophy from Hamilton College. John is based in Los Angeles.

Moderated by: Wayne C. Ewan, RIA Relationship Manager at Capital Group. | Wayne has 28 years of investment industry experience and has been with Capital Group for one year. Prior to joining Capital, Wayne worked as a regional investment consultant at T. Rowe Price. Before that, he was a financial advisor and branch manager at Edward Jones. He holds a bachelor's degree in urban studies with a minor in economics from Columbia University. Wayne is former president and board chair of the Financial Planning Association of Georgia. Wayne is based in Atlanta.