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Jan 13

1-13-26 - 2026 Market Outlook

We'll be joined by James Anania from Invesco who will be discussing all things public markets, followed by Michael Underhill from Cantor Fitzgerald who will be diving into the outlook in private markets.

Speaker Bios:

James Anania, Investment Strategist for the Investment Thought Leadership Team at Invesco

In this role, he is responsible for helping develop and communicate the economic and financial market views of the firm’s Global Market Strategy Office.


Mr. Anania joined Invesco in 2023. Prior to joining the firm, he served as a market strategist at Goldman Sachs, where he worked directly with private wealth advisors and their end-clients, providing guidance on asset allocation, portfolio construction, and trends in the economy and markets. Mr. Anania entered the financial services industry in 2019.

Mr. Anania earned a BA degree in economics from the State University of New York at Geneseo.


Michael Underhill, Co-Founder of Capital Innovations, (Sub-Adviser for Cantor Fitzgerald)

Michael D. Underhill began working in the investment industry in 1989. In 2007, he co-founded the Sub-Adviser with his spouse, Susan Dambekaln, as a research-intensive asset management firm that focuses on innovative infrastructure and real assets investment products across private markets and publicly traded securities. Prior to founding the Sub-Adviser, he held executive positions at Alliance Bernstein, INVESCO, Janus Capital and Federated Investors. Mr. Underhill started his career at Lehman Brothers as a quantitative analyst utilizing his statistical econometric background to construct financial models.


Michael graduated from Pennsylvania State University with a B.S. in economics with a curricular emphasis in statistical econometrics. In addition, he has completed post-graduate coursework at Pepperdine University, Stanford Law School and Mercosur’s economic program at the Universidad Del Salvador in Buenos Aires, Argentina.


He is editor of the best-selling “The Handbook of Infrastructure Investing” (Wiley 2010) and a contributing author to the CFA Institute.

Thank You to Our Meeting Strategic Partner!

*This topic has been approved by the CFP Board for 1.0 hour of CE credit.

*Online registration closes at 12:00 pm on Monday, January 12, 2026.

San Francisco Italian Athletic Club
1630 Stockton Street, Ballroom, Main Room, San Francisco, CA 94133
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Tuesday, January 13, 2026
03:00pm - 04:30pm

$0.00 - $80.00