As investors look toward 2026, questions around inflation, interest rates, and global economic uncertainty remain front and center. Our experts share what's driving markets today—and their perspectives on what's next. 

Our event offers one hour of continuing education (CE) credit for U.S. financial professional participants with the following designations: CFA, CFP, CFFP, and IWI (state insurance CE isn’t available).

CE credit eligibility requirements:

• Choose ONE designation.
• Attend the live webinar for a minimum duration of 50 minutes.
• Complete the applicable CE credit fields during registration.

Todd Everett

Global Head of Private Markets

Executive Managing Director, Global Head of Private Markets for Principal Real Estate, Todd Everett, is responsible for senior level oversight of global private commercial real estate, alternative corporate credit (direct lending), and infrastructure debt. Todd also leads the Real Estate and Private Markets Strategic Working Group and is Chairman for many of the organization's investment committees. Todd joined the firm in 1985. Prior to his current role, Todd served in a wide array of investment production, portfolio management, and leadership positions. He’s a past chair of the CRE Finance Council's Portfolio Lenders Forum, member of North American Real Estate Investment Managers Association (NAREIM) and the Real Estate Roundtable. He received a bachelor’s degree in finance at the University of Nebraska.

Michael Goosay

Chief Investment Officer, Global Head of Fixed Income

As Chief Investment Officer (CIO) and Global Head of Fixed Income of Principal Fixed Income, Michael Goosay oversees the fixed income platform and serves as a Portfolio Manager on multi-sector strategies. Mike joined the firm in 2023. Prior to his current role, Mike spent 14 years at Goldman Sachs Asset Management (GSAM), most recently as Global Head of Multi Sector, Long Duration, and LDI Portfolio Management; he also served as a multi-sector Portfolio Manager. Prior to GSAM, Mike worked as a Portfolio Manager and Fixed Income Trader at Drake Management, J.P. Morgan, and Prudential. He received a bachelor’s degree in finance from Albright College and an MBA in Finance from the Rutgers University Graduate School of Management.

Todd Jablonski, CFA

Global Head of Multi-Asset and Quantitative Investing

As Executive Director – Global Head of Multi-Asset and Quantitative Investing for Principal Asset Allocation Todd Jablonski, is responsible for global business, research, and investment management, including multi-asset investment capabilities, specialized completion strategies, and supporting research teams. Todd oversees specialized multi-asset, multi-strategy investment capabilities globally, including target date, target risk, real asset strategies, and bespoke multi-asset investments. He leads portfolio management, product development, and research capabilities in multi-asset research, manager alpha research & selection, and investment risk & analytics. Todd additionally oversees specialized asset allocation completion strategies including Latin America strategies, systematic equities, multi-manager portfolios, and liquid alternatives. He serves as a Portfolio Manager on U.S. target date and target risk asset allocation strategies. In addition, he’s a member of the global leadership and growth groups of Principal Asset Management. In these capacities, he contributes to the overall firm vision and management including strategic planning and execution. He’s also a member of the Strategic Leadership Group at Principal focused on the activation of corporate strategic initiatives. Todd joined the firm in 2010. He’s a frequent media guest and has appeared on Bloomberg, CNBC, and quoted in The Wall Street Journal. Prior to his current role, he served as an Executive Director and Portfolio Manager at UBS, and prior, a Vice President and Portfolio Manager at Credit Suisse. He received an MBA with a concentration in quantitative finance from New York University, and a bachelor’s degree in economics from the University of Virginia. Todd earned the right to use the Chartered Financial Analyst designation.

George Maris, CFA

Chief Investment Officer, Global Head of Equities

As Executive Managing Director, Chief Investment Officer (CIO) of Global Head of Equities and Portfolio Manager for Principal Equities George Maris, leads the equities platform and manages a global team of more than 140 professionals. He further serves as lead Portfolio Manager on the firm's international equity strategies. George joined Principal in 2023. Prior to his current role he served as Head of Equities - Americas at Janus Henderson where he was a member of the firm’s executive committee, and as lead Portfolio Manager on the firm’s international and global alpha equity strategies. Prior to Janus Henderson, George was lead Portfolio Manager of the domestic core, international core, and global equity strategies at Northern Trust Global Investments. He additionally served as Portfolio Manager on Columbia Management Group’s large-cap and mid-cap core domestic equity strategies, and was Portfolio Manager, Equity Analyst and Derivatives Strategist at Putnam Investments. George guest lectured at several universities including the MIT Sloan School of Management, Wake Forest University, and University of Denver. In addition, he previously served on the Executive Advisory Board of the Daniels College of Business at the University of Denver and on the board of the Danielsen Institute at Boston University. He received a Bachelor of Arts in economics from Swarthmore College, Juris Doctor from the University of Illinois, and Master of Business Administration from the University of Chicago. George earned the right to use the Chartered Financial Analyst designation.

Seema Shah

Chief Global Strategist, Principal Asset Management

Based in the U.K., Seema oversees global market strategy and advises investment staff across the firm in making economically sound asset allocation calls. She’s responsible for the creation of global economic macro and secular event research, closely monitoring global central bank policy and political developments. Seema is a regular participant in conferences and forums speaking about global macro market issues. She’s frequently quoted by the financial news media and appears regularly on CNBC and Bloomberg TV.

Seema joined the firm in 2010, previously working as a strategist within Principal Fixed Income. Prior to joining Principal, Seema served as an economist at Capital Economics where she focused on macroeconomic analysis of the UK and the European economies. Seema also worked with the macro consulting group at PricewaterhouseCoopers, and as an economist at HM Treasury & Inland Revenue Service. She received a master’s degree and bachelor’s degree with honors in economics from the London School of Economics.