Program Experience

In Wharton on the Markets speaker series, you will:

  • Understand the impact of the latest news in terms of the impact on your financial portfolio
  • Better interpret economic data on unemployment, retail, and disease conditions, and extract actionable insights
  • Learn about the current state of key sectors including private equity, real estate, energy, and pensions
  • Explore macro-trends such as the anticipated multi-trillion-dollar deficit and its long-run consequences for the economy
  • Benefit from the real-time perspectives of Wharton’s world-class finance experts

Wharton on the Markets

A weekly hour of high-octane finance content to be ready for what’s ahead

This Wharton LIVE speaker series will feature a rotating lineup of Wharton Finance faculty who will discuss different investment and economic trends and topics each week, and answer your questions throughout the one-hour session. Join us for powerful new knowledge and up-to-the-minute insights that you can use right now and to help you make better investment decisions for the future.

Wharton on the Markets is designed to accommodate busy schedules. All 12 sessions will be recorded and accessible for all participants after the January 11 start date.

Program Duration:

  • New dates coming soon

Video recordings of the entire series will be made available to all attendees at the end of the series.

With the global pandemic and today’s swiftly changing financial conditions, “investing as usual” is no longer an option. Professional investors need to find a new path forward. This is a time to look to experts and researchers with decades of experience studying financial catastrophes and downturns, who can help interpret the ever-growing stream of data with model-based insights.

Wharton on the Markets invites you to spend time virtually with some of the world’s top financial and economic experts so you can make more strategic, confident investment decisions in the midst of this crisis. After this program, when you read the latest financial news, disease statistics, or economic data, you will more fully understand the implications for the various pieces of the portfolio you supervise or for the investors you serve.

The series will be conducted by a group of award-winning Wharton scholars led by Professor Nikolai Roussanov and will feature conversations with distinguished speakers Mohamed El-Erian and Jeremy Siegel.

Each week a rotating lineup of faculty speakers will discuss a different topic, addressing key questions on the minds of investors. For example, as factor investing in equity markets has become democratized, did it serve to protect investors from outsize losses at the onset of the COVID-19 pandemic, and does it have a viable future? With the gap between the valuations of the leading tech names and much of the rest of the stock market widening even further, is value investing dead? As the U.S. government action to contain the economic damage from the pandemic results in a projected four-trillion-dollar deficit, what does this unprecedented fiscal expansion mean for the U.S. government debt going forward? How does How have retirement systems fared in the wake of the COVID shock, and how can they be made more resilient going forward?

The faculty will also bring you a close-in view of what’s happening in specific segments of the economy, both those most visibly affected, such as energy markets, and those that are more opaque, such as private equity. Finally, the experts will bring you the big picture, tying it all together: the pandemic’s path, the markets, and the macro-economy. They will answer audience questions as well.

In this unprecedented time, conventional investing wisdom is no longer sufficient. Look to Wharton on the Markets for unparalleled, cutting-edge insights and perspectives you need now.

Session topics include:

  • Dynamics of the pandemic, and simulating the consequences of re-opening the economy
  • Distressed asset investing
  • ESG investing in today’s market
  • Factor investing in the current environment: Is value investing dead?
  • The end of LIBOR: fixed income markets in transition
  • Macro news and monetary policy
  • The current state of affairs in:
    • Private equity
    • Real estate
    • Energy
    • Pensions
    • Other key sectors

audio icon

Listen to the Faculty Interview

Professor Nikolai Roussanov talks about Wharton on the Markets on Wharton Business Radio, SiriusXM.

List of Speakers

Session Schedule

January 11, 2021
Nikolai Roussanov & João Gomes
Overview of the Investment Landscape in the Midst of the COVID-19 Pandemic across the Major Asset Classes

January 18, 2021
Nikolai Roussanov & Jeremy Siegel
Fireside Chat with Jeremy Siegel

January 25, 2021
Chris Geczy
Risk and Return: Factor Investing During Times of Crisis

February 1, 2021
Bilge Yilmaz
Private Equity: Current Trends Due to COVID-19

February 8, 2021
Todd Sinai
Real Estate Today, Tomorrow, and Going Forward

February 15, 2021
Kevin Kaiser
Distressed Asset Investing

February 22, 2021
Chris Geczy
ESG Investing in Today's Market

March 1, 2021
Olivia Mitchell
Building Better Retirement Systems in the Wake of the Global Pandemic

March 8, 2021
Erik Gilje
Observations and Prognostications on the North American Energy Complex

March 15, 2021
Itamar Drechsler
Understanding SPACs

March 22, 2021
Mohamed El-Erian & João Gomes
Fireside Chat with Mohamed El-Erian

March 29, 2021
Nikolai Roussanov & João Gomes
Integration and Looking Forward

Who Should Attend

Job titles or roles may include:

  • Professional investors
  • Financial advisors
  • Wealth and high-net-worth advisors
  • Pension and bond plan managers
  • Financial analysts
  • Financial consultants

Group Enrollment

To further leverage the value and impact of this program, we encourage companies to send cross-functional teams of executives to Wharton. We offer group enrollment benefits to companies sending four or more participants.


Nikolai Roussanov

Nikolai Roussanov, PhDSee Faculty Bio

Academic Director

Moise Y. Safra Professor of Finance, The Wharton School

Research Interests: Interaction between asset pricing and macroeconomics

Joao Gomes

Joao Gomes, PhDSee Faculty Bio

Howard Butcher III Professor of Finance; Professor of Economics; Chairperson, Finance Department, Senior Vice Dean of Research, Centers & Academic Initiatives, The Wharton School

Research Interests: Macroeconomics and financial markets, quantitative corporate finance, corporate investment and financing

Itamar Drechsler

Itamar Drechsler, PhDSee Faculty Bio

Professor of Finance, The Wharton School

Mohamed El-Erian

Mohamed El-Erian, PhD See Faculty Bio

Senior Global Fellow, The Lauder Institute Professor of Practice, Wharton Management Department, The Wharton School

Chris Geczy

Christopher Geczy, PhDSee Faculty Bio

Adjunct Professor of Finance; Academic Director, Wharton Wealth Management Initiative; Academic Director, Jacobs Levy Equity Management Center for Quantitative Financial Research, The Wharton School

Erik Gilje

Erik Gilje, PhDSee Faculty Bio

Assistant Professor of Finance, The Wharton School

Olivia Mitchell

Olivia Mitchell, PhDSee Faculty Bio

International Foundation of Employee Benefit Plans Professor, Professor of Business Economics and Public Policy, Professor of Insurance and Risk Management; Executive Director, Pension Research Council, The Wharton School

Research Interests: Economics of public and private pensions, employee benefits and compensation, risk and crisis management

Jeremy Siegel

Jeremy Siegel, PhDSee Faculty Bio

Russell E. Palmer Professor of Finance, The Wharton School

Research Interests: Demographics, financial markets, long-run asset returns, macroeconomics

Todd Sinai

Todd Sinai, PhDSee Faculty Bio

David B. Ford Professor; Professor of Real Estate; Professor of Business Economics and Public Policy; Chairperson, Real Estate Department, The Wharton School

Research Interests: Commercial real estate and real estate investment trusts, real estate and public economics, risk and pricing in housing markets, taxation of real estate and capital gains

Bilge Yilmaz

Bilge Yilmaz, PhDSee Faculty Bio

Wharton Private Equity Professor; Professor of Finance; Academic Director, Harris Family Alternative Investments Program, The Wharton School

Research Interests: Corporate finance, alternative investments, game theory, political economy

Kevin Kaiser

Kevin Kaiser, PhDSee Faculty Bio

Adjunct Professor of Finance; Senior Director, Harris Family Alternative Investments Program, The Wharton School

Research Interests: Corporate finance, managing for value, private equity, financial distress

Date, Location, & Fees

New dates coming soon

Because this speaker series does not require any academic work on the part of participants, no certificate of attendance is provided.

Prices are subject to change.

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