Beyond Borders | Understanding Opportunities in US and International Equities

Special thanks to our sposor, T. Rowe Price. In today's volatile world with tariffs, de-globalization, geopolitical tension, and inflation, investors need tools to assess U.S. and global equity opportunities. This program plans to explore opportunities between U.S. and international equity markets. Despite past U.S. economic strength, international stocks offer potential moving forward, but it must be viewed through a global perspective. Investors must manage near-term uncertainties against the long-term prospects of relative equity returns. Featuring expert insights through a dynamic conversation, Beyond Borders offers strategies for building resilient global portfolios, highlighting frameworks to consider equity opportunities in the US and abroad. John D. Linehan, CFA - John is the portfolio manager for the US Large-Cap Equity Income and US Select Value Strategies and co-portfolio manager for the US Large-Cap Value Equity Strategy in the Global Equity Division. In addition, he is the chief investment officer of Equity and a member of the firm's Global Equity Steering and Global Trading Committees. He is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc. John's investment experience began in 1987, and he has been with T. Rowe Price since 1998, beginning as an investment analyst, covering paper and forest products and the airline industry, in the U.S. Equity Division. From 2003 to 2009, he was the portfolio manager of the US Value Strategy, and from 2009 to 2014, he was head of U.S. Equity and chairman of the U.S. Equity Steering Committee. Prior to T. Rowe Price, John was an executive in the oil trading and consulting industry, first as vice president and managing director for Delaney Petroleum, then as vice president and managing director for E.T. Petroleum. He also was an associate in mortgage-backed securities trading at Banker Trust NY. John earned a B.A. in economics from Amherst College and an M.B.A. from Stanford Graduate School of Business, where he was the Henry Ford II Scholar, an Arjay Miller Scholar, and the winner of the Alexander A. Robichek Award in finance. John also has earned the Chartered Financial Analyst® designation. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. Som Priestley, CFA - Som is head of Multi-Asset Solutions, North America and a portfolio manager in the Multi-Asset Division. He is a vice president of T. Rowe Price Group, Inc., and T. Rowe Price Associates, Inc. Som's investment experience began in 2006, and he has been with T. Rowe Price since 2012, beginning in the Americas Institutional division and most recently as a multi-asset solutions strategist and portfolio manager in the Multi-Asset Division. Prior to this, Som was employed by Cambridge Associates, LLC, as a senior consulting associate. Som earned a B.S. in economics from Pennsylvania State University and an M.B.A. from Georgetown University, McDonough School of Business. Som also has earned the Chartered Financial Analyst® designation. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute. Moderated by Caleb Fritz, CFA - Caleb is a portfolio specialist in the U.S. Equity Division. He acts as a proxy for equity portfolio managers with institutional clients, consultants, and prospects and supports the large-cap value strategies. Caleb also is a vice president of T. Rowe Price Group, Inc. Caleb's investment experience began in 2000. He was with T. Rowe Price from 2000 to 2003, beginning in the Participant Service Center, and returned in 2010 until the present. Prior to his current position, he was a lead portfolio analyst providing analytical support to investment, client service, and marketing staff for the firm’s large-cap value and health sciences portfolios. Prior to returning to the firm, Caleb was employed by Legg Mason Capital Management as an associate analyst covering the health care sector. Caleb earned a B.A. and an M.A. from the University of South Florida. He also has earned the Chartered Financial Analyst® designation. CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.