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2017 - 2018 Speakers

Thursday, September 21, 2017

Michael Mandel
"Evolution, not Revolution:  What Retail Apocalypse?"

Speaker:

Dr. Michael Mandel is chief economic strategist at the Progressive Policy Institute in Washington, where he supervises PPI’s research and policy work across a wide range of topics, including the data-driven economy, the impact of regulation on innovation, and policies to improve production, investment and job growth in the United States and globally. Mandel was co-principal investigator for a Sloan Foundation grant on “Measuring the Impact of Globalization.” Mandel has testified before Congress on impact of regulation on innovation. ...

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Tuesday, October 24, 2017

Jeff Gramm and Rodolfo Araujo, CFA
"Shareholder activism and the future of capitalism"

Speaker:

Jeff Gramm manages a hedge fund, and teaches value investing at Columbia Business School. His recently published book, Dear Chairman: Boardroom Battles and the Rise of Shareholder Activism was named one of the best books of 2016 by the Financial Times. ...

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Speaker:

Rodolfo Araujo, CFA, is a Vice President on ISS’ Special Situations Research team, which covers contested economic proposals and fights for corporate control. He previously was a buy-side equity analyst at Sands Capital and at INCA Investments. ...

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Wednesday, November 15, 2017

Ellen Safir
"Managing Fixed Income Portfolios in a Rising Rate Environment"

Speaker:

Ellen Safir is Chief Investment Officer of New Century Advisors and founded the firm in 2002. She is responsible for the overall investment and business strategies of New Century Advisors. An early adopter of TIPS, she has helped advance the firm's reputation as an expert in inflation-linked securities. ...

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Wednesday, December 6, 2017

Steve Cowan
"Emerging Markets Private Equity"

Speaker:

Steve Cowan co-founded 57 Stars in 2005, and is a member of the firm’s Investment Committee. Prior to 57 Stars, Mr. Cowan served at Overseas Private Investment Corporation (OPIC) as a Director in the Investment Funds Department, where he was responsible for structuring new funds, designing and implementing the program’s asset allocation plans, selecting managers, and overseeing a large portion of the USD 3.5 billion investment funds program. ...

Full Bio Available . . . [ READ MORE ]

 

Wednesday, January 24, 2018

John Guinee
"REIT Outlook"

Speaker:

John Guinee joined the Stifel Nicolaus Research Team in connection with Stifel's acquisition of Legg Mason's Capital Markets Group in December of 2005. He joined Legg Mason in February 2005. From 2003 to 2005, Mr. Guinee was executive vice president and chief investment officer of Duke Realty, a $8 billion company that is the largest office and industrial real estate investment trust in the United States. He was responsible for leading the company's acquisition and disposition efforts. ...

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Tuesday, February 13, 2018

Derek Scissors
"US-China Economic Relations"

Speaker:

Derek M. Scissors is a resident scholar at the American Enterprise Institute (AEI), where he focuses on the Chinese and Indian economies and on US economic relations with Asia. He is concurrently chief economist of the China Beige Book. ...

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Wednesday, March 7, 2018

Katherine Molnar
"Asset Allocation"

Speaker:

Katherine Molnar joined Fairfax County Retirement Systems in 2013 as a Senior Investment Officer responsible for managing the Fairfax County Police Officers Retirement System, a $1.3 billion plan. Her responsibilities include all aspects of portfolio management and oversight, including strategic and tactical asset and risk allocation, selection and supervision of external investment managers and risk management. ...

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Wednesday, April 4, 2018

John Silvia
"Economic Outlook"

Speaker:

John Silvia is a managing director and the chief economist for Wells Fargo. Based in Charlotte, N.C., he has held his position since he joined Wachovia in 2002 as the company’s chief economist.

Prior to his current position, John worked on Capitol Hill as senior economist for the U.S. Senate Joint Economic Committee and chief economist for the U.S. Senate Banking, Housing, and Urban Affairs Committee. ...

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June, 2018

Kathy Bostjancic
"US Macro and Interest Rate Outlook"

Speaker:

Kathy Bostjancic is the Head of US Macro Investor Services at Oxford Economics. Kathy has extensive experience providing insightful global economic and financial market analysis and forecasts to institutional and retail investors and Fortune 500 business leaders and professionals. She has a deep understanding of U.S. monetary and fiscal policy and its impact on the economy and markets, acquired through her years as a financial market economist. Kathy has worked at Citicorp Investment Bank, Union Bank of Switzerland, and Merrill Lynch as the Senior Director, U.S. economist. ...

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