THOUGHT LEADERSHIP

Webcast with Dave

For these webcasts, David is joined by industry and market thought-leaders, to share their views on the investment landscape and the economic outlook.

Special Guest

Bill Dudley

January 20, 2022 @ 4:00 pm EST
With the Fed on the precipice of its first tightening cycle in four years, some pundits think it’s too little too late and that delay tactics have blazed the trail for much more tightening in the future than is currently priced in. One of these pundits is actually an expert on monetary policy — Bill Dudley who was President of the New York Fed from 2009 to 2018. ‎Two decades prior, he spearheaded the macro research team at Goldman Sachs, so I am sure Bill will offer some clues on how to invest if his hawkish rates view proves prescient.
Bill Dudley

Upcoming Lineup

Special Guest

Bill Dudley

January 20, 2022 @ 4:00 pm EST

William C. Dudley is currently a Senior Adviser at the Griswold Center for Economic Policy Studies at Princeton University.  He also is a member of the Group of Thirty and the Council on Foreign Relations. 

Previously, from 2009 to 2018, Mr. Dudley was the 10th president and chief executive officer of the Federal Reserve Bank of New York and served as vice chairman of the Federal Open Market Committee.  During this period, Mr. Dudley was a member of the Board of Directors of the Bank for International Settlements and chaired the Committee on Payments and Settlement Systems and the Committee on the Global Financial System. 

Prior being President of the Federal Reserve Bank of New York, Mr. Dudley served as executive director of the Markets Group at the NY Fed, which implements monetary policy on behalf of the Federal Reserve.  Earlier, he had a long career in the financial services industry, including ten years as the chief US economist at Goldman Sachs where he was a partner and managing director.

Mr. Dudley received his doctorate in economics from the University of California, Berkeley in 1982 and his bachelor’s degree from New College of Florida in 1974. 

Special Guest

Stephanie Pomboy

February 3, 2022 @ 4:00 pm EST

Stephanie Pomboy is founder and president of MacroMavens, a boutique research firm that provides macroeconomic research and commentary to an exclusive swath of the institutional investment community. The firm takes an unconventional approach to economic analysis, eschewing the typical over-emphasis on short-term swings. Instead MacroMavens endeavors to identify major macro trends and to flesh-out the market risks/opportunities around them. Since its inception in 2002, the firm has earned a reputation for calling major macro developments well ahead of the curve. Stephanie was one of the few warning of the housing bubble’s bust — and a lone voice in identifying the inexorable hit to financials to follow.
The firm’s clients include the largest mutual fund institutions and macro hedge funds, who have come to rely on MacroMavens’ unique and thought-provoking brand of analysis.
Although closely guarded, Stephanie’s views have been the subject of interviews in Barron’s and her work has been cited in major industry publications from the Financial Times to The Wall Street Journal. She is a regular guest on Fox Business and Bloomberg TV.
Ms. Pomboy started her career at CJ Lawrence, working with Ed Hyman and Nancy Lazar. In 1991 the team left to form ISI Group where, as Managing Director, Stephanie provided timely economic analysis to the country’s largest and most sophisticated investment institutions.
Stephanie earned her bachelor’s degree in economics from Dartmouth College while also competing as captain of the Tae Kwon Do team. She presently resides in New York City but spends her free time in the mountains of Colorado, where she is an avid hiker and telemark skier.

Special Guest

Stephen Poloz

February 14, 2022 @ 4:00 pm EST

Stephen is a widely recognized economist with nearly 40 years of experience in financial markets, forecasting, and economic policy, including 35 years in the public sector. Prior to joining Osler, Stephen was the 9th Governor of the Bank of Canada, Canada’s central bank. Stephen was Governor of the Bank for seven years after having previously spent 14 years there during 1981-95 occupying a range of increasingly senior positions. Stephen is also the author of the upcoming book titled The Next Age of Uncertainty: How the World Can Adapt to a Riskier Future that maps out the powerful economic forces that are shaping our future and the ideas that will allow us to master them. Prior to joining the Bank of Canada, Stephen spent 14 years at Export Development Canada, as Chief Economist (1999-2008), Head of Lending (2008-2011) and finally as President and CEO (2011-2013). He also spent four years at BCA Research, where he was Managing Editor of the International Bank Credit Analyst, one of their flagship publications. Stephen is a Certified International Trade Professional and a graduate of Columbia University’s Senior Executive Program. He has been a visiting scholar at the International Monetary Fund in Washington, D.C., and at the Economic Planning Agency in Tokyo, Japan. He is a frequent speaker and writer and has taught economics at the University of Western Ontario, Concordia University and Queen’s School of Business. At Osler, Stephen provides clients with his significant expertise and strategic guidance regarding the financial system, trade, and economic policy both domestically and on a global scale.

Special Guest

Dr. Pippa Malmgren

February 28, 2022 @ 12:30 pm EST

The Hon. Dr. Malmgren is an economist who makes sense of the world economy by writing books, by founding tech businesses, by advising policymakers around the world and by public speaking. She is a Partner of The Monaco Foundry, a start-up incubator, and a Special Advisor to Avonhurst, a legal and consulting firm in the UK specializing in deals, policy and capital raising. She is the Chairman of Datifly, a firm that advises on the use of drones by industry and previously co-founded a drone manufacturing firm which won the Cog X Award for Autonomy, the 2020 National Technology Award and Power Product of the Year 2020. She served as the Chairman of the Drone/UAV Subcommittee on manufacturing standards at The British Standards Institute. She served President George W. Bush in the White House as Special Assistant to the President and on The National Economic Council. She was responsible for financial market issues and handled Enron and Sarbanes Oxley. She served on the President’s Working Group on Corporate Governance and The President’s Working Group on Financial Markets. After 9/11 she was also responsible for assessing Terrorism Risks to the Economy and technology as a source of geopolitical competitiveness. Before joining the White House, she ran the Bankers Trust Asset Management business in Asia and was then appointed as the Global Chief Currency Strategist. She was then named the Deputy Head of Global Strategy at UBS. Her most recent bestseller, The Infinite Leader, won the International Press Award for the Best Book on Leadership for 2021. Her previous book, The Leadership Lab, was named Business Book of the Year and Best Book on Leadership in 2019 and won the International Press Award 2020 and the NYC Library Big Apple Award. She is also the author of: Geopolitics for Investors (2015) and Signals: How Everyday Signs Help Us Navigate the World’s Turbulent Economy a crowd-funded Amazon best-seller (2016). She has been named one of the Fifty Top Inspiring Women in the UK and one of the Top 100 in Tech by @WATC_WeAreTech and longlisted by Computer Weekly as a Most Influential Women in Tech for 2019, 2020 and 2021. She serves as a judge on The Queen’s Enterprise Business Awards and was a member of the Board of Directors for The Department for International Trade in the UK from 2017-2019. She is a Senior Associate Fellow of RUSI. She is also an advisor to the BSA Huxley Summit. She has a BA from Mount Vernon College and an M.Sc. and PhD from LSE. She completed the Harvard Program on National Security. She lectures at Sandhurst and the Duke Fuqua Global Executive MBA Program and has lectured at the U Texas Austin and INSEAD. She gave the graduation address at the London School of Economics in 2013 and 2016. Firms like Google, American Express, major banks and military leaders retain her to speak. Institutional Investor says she was “voted the best/favourite” The Economist says they were “inundated with enthusiastic feedback” EY Entrepreneur of the Year Awards “top rated speaker”

Special Guest

David Kotok

March 14, 2022 @ 4:00 pm EST

David Kotok co-founded Cumberland Advisors in 1973 and has been its Chief Investment Officer since inception. David’s articles and financial market commentaries have appeared in the New York Times, the Wall Street Journal, Barron’s, and other publications. He is a frequent contributor to Bloomberg TV and Bloomberg Radio, Yahoo Finance TV, and other media. He has authored or co-authored four books, including the second edition of “From Bear to Bull with ETFs” and “Adventures in Muniland”. David has served as Program Chairman and currently serves as a Director of the Global Interdependence Center (GIC), www.interdependence.org, whose mission is to encourage the expansion of global dialogue and free trade in order to improve cooperation and understanding among nation states, with the goal of reducing international conflicts and improving worldwide living standards. David chaired its Central Banking Series and organized a five-continent dialogue held in Cape Town, Hong Kong, Hanoi, Milan, Paris, Philadelphia, Prague, Rome, Santiago, Shanghai, Singapore, Tallinn, and Zambia (Livingstone). He has received the Global Citizen Award from GIC for his efforts. David is a member of the National Business Economic Issues Council (NBEIC), the National Association for Business Economics (NABE), has served on the Research Advisory Board of BCA Research, and currently serves on the advisory board of RiskBridge Advisors. He has also served as a Commissioner of the Delaware River Port Authority (DRPA) and on the Treasury Transition Teams for New Jersey Governors Kean and Whitman. Additionally, he has served as a board member of the New Jersey Economic Development Authority and as Chairman of the New Jersey Casino Reinvestment Development Authority. He has also written two monograph pamphlets. The first is, “Lessons from Thucydides,” which details information asymmetries and their implications for investors and world affairs. The second is, “Zika,” a work which compiles David’s research, interviews, and personal experience concerning the Zika virus and its potential for serious damage in the way of health and monetary costs. The expense for individuals can be devastating and in the case of governments, ballooning health budgets may affect municipal bond ratings.

Special Guest

Michael E. Lewitt

March 23, 2022 @ 4:00 pm EST

Mr. Lewitt is the Chief Executive Officer and Chief Investment Officer of Third Friday Management, LLC a hedge fund, private equity and merchant banking firm located in South Florida that invests exclusively on behalf of non-US investors. Mr. Lewitt has over 30 years of investment experience and successfully managed large credit portfolios through several credit crises. Mr. Lewitt is recognized as one of the few investors and strategists to forecast the credit crisis of 2001-2002 and the global financial crisis of 2008. Mr. Lewitt co-founded Harch Capital Management in 1991, where he produced strong risk-adjusted returns managing non-investment grade credit portfolios for large institutional clients. Prior thereto, Mr. Lewitt was an investment banker at Drexel Burnham Lambert, Inc. and a tax attorney. Mr. Lewitt is the editor and publisher of The Credit Strategist, a monthly newsletter covering economics, politics and markets read around the world that he founded in 2001. He is also the author of two books: The Death of Capital: How Creative Policy Can Restore Stability (John Wiley & Sons, 2010) and The Committee to Destroy the World: Inside the Plot to Unleash a Super Crash on the Global Economy (John Wiley & Sons, 2016). His writing has also appeared in The New York Times, The New Republic and many other publications.

Special Guest

Kyle Bass

April 5, 2022 @ 4:00 pm EST

J. Kyle Bass is a Co-Founder and Chief Executive Officer of Conservation Equity Management, LP. Bass is an avid landowner and conservationist in the state of Texas since 2003. He is also the Founder and Chief Investment Officer of Hayman Capital Management since 2005. Bass is a founding member of the Committee on the Present Danger: China. Bass was the recipient of the 2019 Foreign Policy Association Medal for his responsible internationalism and is a current member of the Council on Foreign Relations. Bass has testified as an expert witness before the U.S. House of Representatives, U.S. Senate, and the Financial Crisis Inquiry Commission. In 2015, Bass was recognized as one of the Top 25 Most Influential People in the Global Patent Market as named by Intellectual Asset Management magazine. Bass has lectured on global economics at various universities, including Columbia, Harvard, Stanford, UC Berkeley, University of Chicago, University of Texas, and the University of Virginia. Mr. Bass is the former Chair of the Risk Committee of the Board of Directors of the University of Texas Investment Management Company (UTIMCO), which manages approximately $50 billion. Before forming Hayman, Bass was a Managing Director at Legg Mason and a Senior Managing Director at Bear Stearns.

Special Guest

Bob Farrell

April 27, 2022 @ 4:00 pm EST

If you have read Dave’s work over the years, you will know what a profound influence Bob Farrell has had over his thinking. Bob is most certainly an industry legend. He became a household name during his years as technical analyst at Merrill Lunch. He has countless career highlights, to name a few: Bob was ranked # 1 Technical Market Timing analyst in 16 of the 17 years he participated in the Institutional Investor Magazine’s annual research poll. He was a frequent guest on the popular weekly TV show Wall Street Week with Louis Rukeyser and was voted by viewers to the Wall Street Week Hall Fame. In his last 10 years at Merrill, he authored the first regular report on Theme investing.

Special Guest

Richard Bernstein

May 4, 2022 @ 4:00 pm EST

Richard Bernstein is both CEO and CIO of Richard Bernstein Advisors LLC. A much-noted expert on equity, style and asset allocation, Mr. Bernstein was nominated to Institutional Investor magazine’s annual “All-America Research Team” eighteen times, and is one of only fifty-seven analysts inducted into the Institutional Investor “Hall of Fame”. He was also twice named to both Fortune magazine’s “All-Star Analysts” and to Smart Money magazine’s “Power 30”, and was a member of Registered Rep’s “Ten to Watch” for 2012.

Special Guest

Katie Stockton

May 12, 2022 @ 4:00 pm EST

Katie Stockton, CMT is Founder and Managing Partner of Fairlead Strategies, LLC, an independent research provider focused on technical analysis. Prior to forming Fairlead Strategies, Katie spent more than 20 years on Wall Street providing technical research and advice to institutional investors. Most recently, she served as Chief Technical Strategist for BTIG for four years, and prior to that Chief Market Technician at MKM Partners for nine years. She also worked for technical strategy teams at Morgan Stanley and Wit Soundview. Katie now provides research and consulting services to institutions and individuals as a registered investment advisor. Katie received her Chartered Market Technician (CMT®) designation in 2001, and later served as Vice President of the CMT Association from 2012 to 2016. In 2017, 2019, and 2020 she was honored by The Technical Analyst, a U.K. based publication, for her work. Katie graduated with honors from the University of Richmond and she now serves on the business school’s Executive Advisory Council. Ms. Stockton frequently shares her views on CNBC and other financial news networks.

Special Guest

Ivy Zelman

May 24, 2022 @ 4:00 pm EST

Ivy Zelman is Chief Executive Officer of Zelman & Associates holding roughly 30 years of experience covering housing and housing-related industries. In 2007, Ivy co-founded Zelman & Associates. The firm provides analyses across all aspects of the housing spectrum. Ivy’s concept for the firm remains strongly rooted in the ability to perform thematic research overlaid with proprietary surveys to produce unparalleled differentiated value-added research. Institutional Investors – America Research Team rankings placed Ivy and her team with eleven 1st place rankings (1999 – 2004, 2006 – 2007 and 2010 – 2013). Hanley Wood, a leading real estate media firm, ranked Ivy as 14th of the Top 50 most influential persons in housing. In 2020 & 2021, Ivy was included in Barron’s 100 Most Influential Women in U.S. Finance. As one of the most powerful women on Wall Street, Ivy Zelman is a sought-after expert on the housing sector, and what the overall housing market means for investors, homebuilders, industry executives and the economy at large. She frequently appears on television shows such as CNBC, in major publications including The Wall Street Journal, and has acted as a key witness in a congressional hearing. Jim Cramer, host of the CNBC’s show Mad Money, said “Ivy is the Ax of the homebuilders – the analyst who understands the group better than anyone else on Wall Street.” Ivy’s speaking requests by conferences, board meetings, podcasts or special events have included: Bloomberg, CNBC, TD Ameritrade Network, Bloomberg’s Master’s in Business, International Builder Show, MBS Highway, National Association of Homebuilders, NFX, National Association of Realtors, National Organization of Investment Professionals, Mortgage Banking Association, Moody’s, AmeriCatalyst, PropTechCEO Summit, Reality Alliance, Walker Webcast, International Mass Timber Conference, Inman. She received a Bachelor of Science from George Mason University and currently lives in Cleveland, Ohio with her husband David and their three children, Zoey, Zachary and Zia. Ivy is a special advisor to Laurel School, BBYO, NCJW Cleveland as well as mentors’ high school and college students.

Special Guest

Mark W. Yusko

June 6, 2022 @ 4:00 pm EST

Chief Executive Officer and Chief Investment Officer, Morgan Creek Capital Management Managing Partner, Morgan Creek Digital Assets

Mark Yusko is the Founder, CEO and Chief Investment Officer of Morgan Creek Capital Management. He is also the Managing Partner of Morgan Creek Digital Assets. Morgan Creek Capital Management was founded in 2004 and currently manages close to $2 billion in discretionary and non‐discretionary assets. Prior to founding Morgan Creek, Mr. Yusko was CIO and Founder of UNC Management Company (UNCMC), the Endowment investment office for the University of North Carolina at Chapel Hill. Before that, he was Senior Investment Director for the University of Notre Dame Investment Office.

Mr. Yusko has been at the forefront of institutional investing throughout his career. An early investor in alternative asset classes at Notre Dame, he brought the Endowment Model of investing to UNC, which contributed to significant performance gains for the Endowment. The Endowment Model is the cornerstone philosophy of Morgan Creek, as is the mandate to Invest in Innovation. Mr. Yusko is again at the forefront of investing through Morgan Creek Digital Assets, which was formed in 2018. Morgan Creek Digital is an early stage investor in blockchain technology, digital currency and digital assets through the firm’s Venture Capital and Digital Asset Index Fund.
Mr. Yusko received a BA with Honors from the University of Notre Dame and an MBA in Accounting and Finance from the University of Chicago.

Past Webcasts

Special Guest

Danielle DiMartino Booth

January 11, 2022 @ 4:00 pm EST

Danielle DiMartino Booth is CEO & Chief Strategist for Quill Intelligence LLC, a research and analytics firm. Prior to Quill, DiMartino Booth spent nine years at the Federal Reserve Bank of Dallas where she served as Advisor to President Richard W. Fisher throughout the financial crisis. She is the author of FED UP: An Insider’s Take on Why the Federal Reserve is Bad for America (Portfolio, Feb 2017).

Special Guest

Scott Minerd

December 16, 2021 @ 4:00 pm EST

Mr. Minerd is a founding Managing Partner of Guggenheim Partners and a member of its Executive Committee. In his role as Chairman of Guggenheim Investments and Global Chief Investment Officer, Mr. Minerd guides the Firm’s investment strategies and leads its research on global macroeconomics. Previously, Mr. Minerd was a Managing Director with Credit Suisse First Boston in charge of trading and risk management for the Fixed Income Credit Trading Group. In this position, he was responsible for the corporate bond, preferred stock, money markets, U.S. government agency and sovereign debt, derivatives securities, structured debt and interest rate swaps trading business units.
Prior to that, Mr. Minerd was Morgan Stanley’s London-based European Capital Markets Products Trading and Risk Manager responsible for Eurobonds, Euro-MTNs, domestic European Bonds, FRNs, derivative securities and money market products in 12 European currencies and Asian markets. Mr. Minerd has also held capital markets positions with Merrill Lynch and Continental Bank. Prior to that, he was a Certified Public Accountant and worked for the public accounting firm of Price Waterhouse.
Mr. Minerd serves on the Federal Reserve Bank of New York’s Investor Advisory Committee on Financial Markets, helping advise the NY Fed President about financial market developments, risks to the financial system, and steps that can be taken to understand and mitigate these risks. He also serves on the International Monetary Fund External Advisory Group, which provides the IMF’s Managing Director with perspectives on global developments and policy issues, including effective policy responses to the economic impact of the coronavirus pandemic. In addition, Mr. Minerd serves on the Board of Overseers at the Hoover Institution at Stanford University, and on the board of Robert F. Kennedy Human Rights.
Mr. Minerd is a regularly featured guest and contributor to leading financial media outlets, including The Wall Street Journal, The Financial Times, Bloomberg, and CNBC where he shares insights on today’s financial climate. Mr. Minerd holds a B.S. degree in Economics from the Wharton School, University of Pennsylvania, and has completed graduate work at the University of Chicago Graduate School of Business and the Wharton School, University of Pennsylvania.

Special Guest

Leland Miller

December 7, 2021 @ 4:00 pm EST

A leading authority on China’s economy and financial system, Leland is the co-founder and CEO of China Beige Book International. Leland is a frequent commentator on media outlets such as CNBC, Bloomberg TV & Radio, CNN, BNN, BBC, and FOX Business, and he has served as a guest host of two of the financial world’s top morning news shows, CNBC Squawk Box and Bloomberg Surveillance. His work is featured regularly in the Wall Street Journal, New York Times, Washington Post, TIME, New Yorker, The Atlantic, Forbes, Foreign Policy, The Hill, and South China Morning Post. Before co-founding China Beige Book in 2010, Leland was a capital markets attorney based out of New York and Hong Kong and worked on the deal team at a major investment bank. He holds a law degree from the University of Virginia School of Law, where he was Hardy C. Dillard fellow and editor-in-chief of the International Law Journal; a master’s degree in Chinese History from Oxford University; a BA in European History from Washington & Lee University; and a graduate Chinese language fellowship from Tunghai University (Taiwan). Leland is an elected member of the National Committee on U.S.-China Relations and Economic Club of New York, an elected life member of the Council on Foreign Relations, a board member of the Global Interdependence Center, and a non-resident Senior Fellow at the Brent Scowcroft Center on International Security at the Atlantic Council.

Special Guest

Michael Rothman

November 30, 2021 @ 4:00 pm EST

Mike Rothman is the President and Founder of Cornerstone Analytics, a macro-energy research firm that analyzes key market fundamentals involving supply, demand and geopolitics that influence the price of energy commodities and investment instruments. Mike previously founded ISI’s energy research platform in 2005, where he was #1 ranked for Independent Energy Research by Institutional Investor Magazine. Prior, Mike was Chief Energy Strategist and Co-Head of the Global Energy Equity Team at Merrill Lynch, which was ranked #1 in the Global Research Survey by Institutional Investor Magazine. With 37 years of researching the global energy markets and 35 years of attending OPEC meetings, Mike has forged deep industry contacts and cultivated unmatched insights that are relied upon by clients that include asset managers, commodity traders, oil companies, OPEC nations, and government organizations. Mike is a frequent guest speaker on Bloomberg and CNBC, a contributor to leading financial publications, and a keynote speaker at industry conferences around the globe. Cornerstone Analytics publishes a daily report and helps clients with research requests through email, conference calls, and in-office visits.

Special Guest

Martin H. Barnes

November 18, 2021 @ 4:00 pm EST

Mr. Barnes is BCA Research’s Chief Economist. He joined BCA Research in late 1987 and for 18 years he was responsible for The Bank Credit Analyst, the company’s highly respected flagship service. His analysis of the economic and financial outlook is widely followed around the world, and he is known for providing leading-edge research on a broad range of subjects of relevance to investors. He is quoted regularly in the press and speaks frequently at investment conferences. In his book The Ultimate Investor, the legendary investor Dean LeBaron featured Mr. Barnes as one of “The People That Make Modern Investment.” Prior to joining BCA, Mr. Barnes spent 10 years as Chief International Economist with Wood Mackenzie, one of the top U.K. brokerage firms. From 1973 to 1977 he was an economist with British Petroleum in London. Mr. Barnes is a member of the Conference of Business Economists, and the Montreal and Victoria Societies of Financial Analysts. From mid-2009 to late 2014, he was on the Board of Trustees of the University of Victoria Pension Fund. He received his economics degree from the University of Strathclyde, Glasgow and moved from Scotland to Canada in 1987.

Special Guest

Paul McCulley

November 4, 2021 @ 4:00 pm EST

Paul McCulley is arguably one of the most respected Fed-watchers and interest rate forecasters in the United States, with a storied career as a fixed-income Portfolio Manager and Chief Economist at PIMCO where he helped navigate the fund company through the Great Financial Crisis.

Prior to PIMCO, Paul toiled on Wall Street as the Chief Economist for the Americas at UBS. Paul is currently an Adjunct Professor at the McDonough School of Business at Georgetown University, where he teaches an interdisciplinary macro seminar: Law, Money and Financial MacroDynamics.

He holds an MBA from Columbia Graduate School of Business and a BA from Grinnell College, of Iowa.

Special Guest

Barry Habib

October 14, 2021 @ 4:00 pm EST

Barry Habib is an American entrepreneur and frequent media resource for his mortgage and housing expertise having frequent appearances on CNBC and FOX. Barry is also the CEO of MBS Highway – the industry’s most highly regarded and recognized tool for transforming salespeople into advisors. During his mortgage sales career, he personally originated over $2 billion dollars. As an innovator, Barry has founded many successful businesses across different verticals including Mortgage Market Guides, Healthcare Imaging Solutions, Certified Mortgage Associates and being a founding partner in Social Survey. Some of Barry’s notable awards include being a three-time Crystal Ball Award Winner for 2017, 2019 and 2020 by Zillow and Pulsenomics for the most accurate Real Estate forecasts out of 150 of the top economists in the US, 2019 Mortgage Professional of the Year by National Mortgage Professional Magazine, 2019 Finalist for the prestigious Ernst & Young Entrepreneur of the Year, the St. Armand Ventures Businessman of the Year Award for 2021 and named to the esteemed Mortgage Global 100 list for 2021 by Mortgage Professional.

Special Guest

Fred Hickey

September 23, 2021 @ 4:00 pm EST

Fred Hickey is the editor of the newsletter The High-Tech Strategist, which he has published monthly for the past 34 years. The newsletter focusses on general macro issues, technology and precious metals. He was a member of the renowned Barron’s Roundtable for a decade. Prior to founding the newsletter, he was employed by General Telephone & Electronics (GTE) in various financial roles for over ten years. Fred graduated from the University of Notre Dame with a degree in business administration/accounting. He resides with his wife Kathy in their homes in Nashua, New Hampshire and Playa Hermosa, Cost Rica.

Special Guest

Barry L. Ritholtz

September 1, 2021 @ 1:00 pm EST

Barry L. Ritholtz is co-founder, chairman, and chief investment officer of Ritholtz Wealth Management LLC. His focus has been how the intersection of behavioral economics and data affect investors. Ritholtz is also the creator and host of Masters in Business, the most popular podcast/show on Bloomberg Radio. These 60-90 minute conversation are with many of the most accomplished, fascinating people in business and finance. A regular guest in the media, Ritholtz has been profiled in the Wall Street Journal’s Quite Contrary column, and was the subject of several Barron’s interviews. Ritholtz was honored to be the dedicatee of Stock Trader’s Almanac‘s 40th Anniversary edition in 2007 and the Yahoo Tech Ticker’s Guest of the Year in 2009.

Special Guest

Byron Wien

August 9, 2021 @ 4:00 pm EST

Byron Wien is Vice Chairman of Blackstone’s Private Wealth Solutions group where he acts as a senior adviser to both the Firm and its clients in analyzing economic, social and political trends to assess the direction of financial markets and thus help guide investment and strategic decisions. Prior to joining Blackstone, Mr. Wien was Chief Investment Strategist for Pequot Capital and before that served for 21 years as Chief (later Senior) U.S. Investment Strategist at Morgan Stanley. In 1995, Mr. Wien co-authored a book with George Soros on the legendary investor’s life and philosophy, Soros on Soros – Staying Ahead of the Curve. In 1998 he was named by First Call the most widely read analyst on Wall Street and in 2000 was ranked the No. 1 strategist by SmartMoney.com based on his market calls during that year. Mr. Wien was named to the 2004 Smart Money Power 30 list of Wall Street’s most influential investors, thinkers, enforcers, policy makers, players and market movers. He appeared in the “Thinker” category. In 2006, Mr. Wien was named by New York Magazine as one of the sixteen most influential people in Wall Street. The New York Society of Security Analysts (NYSSA) presented Mr. Wien with a lifetime achievement award in 2008. Mr. Wien received an AB with honors from Harvard College and an MBA with distinction from Harvard Business School. He is a member of the Investment Committees of Lincoln Center and The Pritzker Foundation. He is a trustee of the New York Historical Society, and Chairman of the Investment Committee of the JPB Foundation.

Special Guest

Stephen Roach, Ph.D.

July 14, 2021 @ 4:00 pm EST

Stephen Roach, Ph. D., is a Senior Fellow at Yale University’s Jackson Institute of Global Affairs and a Senior Lecturer at Yale’s School of Management. He was formerly Chairman of Morgan Stanley Asia and the firm’s Chief Economist for the bulk of his 30-year career at Morgan Stanley, heading up a highly regarded team of economists around the world. Mr. Roach’s current teaching and research program focuses on the impacts of Asia on the broader global economy. At Yale, he has introduced new courses for undergraduates and graduate students on the “The Next China” and “The Lessons of Japan.” His writing and research also address trade policy, globalization, the post-crisis policy architecture, and the capital markets implications of global imbalances.

 

Stephen Roach has long been one of Wall Street’s most influential economists. His work has appeared in academic journals, books, congressional testimony and has been disseminated widely in the domestic and international media. Roach’s opinions on the global economy have been known to shape the policy debate from Beijing to Washington. His latest book, Unbalanced: The Codependency of America and China (Yale University Press, Jan. 2014) examines the risks and opportunities of the world’s most important economic relationship of the 21st century. His 2009 book, The Next Asia: Opportunities and Challenges for a New Globalization (Wiley), analyzes Asia’s economic imbalances and the dangers of the region’s excess dependence on overextended Western consumers. Prior to joining Morgan Stanley in 1982, Mr. Roach served on the research staff of the Federal Reserve Board and was also a research fellow at the Brookings Institution.

 

He holds a Ph.D. in economics from New York University. Mr. Roach is a member of the Council on Foreign Relations, the Investment Committee of the Metropolitan Museum of Art, the China Advisory Board of the Environmental Defense Fund, and the Economics Advisory Board of the University of Wisconsin.

Special Guest

Tobias M. Levkovich

June 29, 2021 @ 4:00 pm EST

Tobias M Levkovich has been the Chief US Equity Strategist for Citi Research since 2001. He is also a member of the firm’s Investment Strategy Committee. Tobias is responsible for assessing the direction of the market, setting the firm’s investment sector allocations, and compiling its Recommended List, a list of specific investment that he expects to appreciate in value. Prior to assuming his current role, Tobias spent 13 years analyzing the engineering, construction, and machinery industries. Tobias is a member of Institutional Investor’s (2009) All-America Research Team, a recognition that he has received previously. SmartMoney magazine has also recognized Tobias as one of its “Power 30 Thinkers” (November 2004), its “Best Market Seer” (December 2003) and its “30 Smartest People in Investing” (December 2002). Tobias has been recognized for his accurate investment recommendations and analysis by Institutional Investor, The Wall Street Journal, and Reuters. Tobias holds a Bachelor’s degree in commerce from Concordia University in Montreal and attended Boston University’s Graduate School of Management.

Special Guest

Lacy H. Hunt

June 15, 2021 @ 4:00 pm EST

Lacy H. Hunt, Ph.D. is Executive Vice President and Chief Economist of Hoisington Investment Management Company (HIMCO), a firm that manages $5.5 billion for pension funds, endowments, insurance companies and others. Lacy is the author of two books, and numerous articles in leading magazines, periodicals and scholarly journals. Included among the publishers of his articles are Barron’s, The Wall Street Journal, The New York Times, Business Economics, the Journal of Finance, the Financial Analysts Journal and the Journal of Portfolio Management. The Board of Governors of the Federal Reserve System and the Dallas Federal Reserve Bank both published his research. The Wall Street Journal, The New York Times, BusinessWeek, Barron’s, Time, Newsweek, U.S. News and World Report, Investor’s Business Daily and many other domestic periodicals have quoted Lacy.

He has been a guest on PBS on The Nightly Business Report, The News Hour, and Wall Street Week. He has been on CNN shows Moneyline, and Business Morning and on CNBC’s Squawk Box and World Business. He has also appeared on CBS Evening News, NBC’s Today Show, and ABC’s World News Tonight.

Lacy has testified before various committees of Congress, including House Ways and Means, Senate Finance and Senate Banking. Previously, Lacy was Chief U.S. Economist for the HSBC Group, Executive Vice President and Chief Economist at Fidelity Bank and Vice President for Monetary Economics at Chase Econometrics Associates, Inc. Lacy has served as Senior Economist for the Federal Reserve Bank of Dallas. While there, he served on two Federal Reserve System Committees: Financial Analysis and International Economics. At the Fidelity Bank of Philadelphia, he had the responsibility for managing the Trust Department’s Comingled Fixed Income Fund in the 1970s and early 1980s. He earned his BA from Sewanee: The University of the South (1964), his MBA from the Wharton School of the University of Pennsylvania (1966), and his Ph.D. in Economics from Temple University (1969). From Sewanee, he received an honorary Doctor of Civil Laws in 2013 and their Distinguished Alumnus Award in 2016.

Lacy served on the Board of Trustees of Temple University from 1987 to 2010 and is now an honorary life trustee and received the College of Liberal Arts Distinguished Alumnus Award in 2018. He received the Abramson Award from the National Association for Business Economics for “outstanding contributions in the field of business economics.” He is a life member of the American Finance Association. He was a member of the Economic Advisory Board of the American Bankers Association and Chairman of the Economic Advisory Board of the Pennsylvania Bankers Association. He served on the Monetary and Fiscal Policy Affairs Committee of the National Chamber of Commerce.

Special Guest

Don Coxe

May 19, 2021 @ 4:00 pm EST

Don Coxe has 40 years of institutional investment experience and has navigated investors through every cycle since the onset of stagflation in 1972. He has worked on the buy side and the sell side in many capacities, managed both bond and equity portfolios, and served as CEO, CIO and Research Director. From his office in Chicago, Mr. Coxe heads up his own investment firm, Coxe Advisors. Prior to that, he was the strategy advisor for the BMO Financial Group.

 

Mr. Coxe has consistently been named as a top portfolio strategist by Brendan Wood International; in 2011, he was awarded a lifetime achievement award and was ranked number one in the 2007, 2008 and 2009 surveys. He also received the lifetime achievement award from Canada’s Financial Post. Prior to entering the investment business, his eclectic background includes serving as editor of National Review magazine in New York, practicing law in Toronto, serving as general manager of the Ontario Federation of Agriculture, and as General Counsel of the Canadian Federation of Agriculture.

Special Guest

Howard Marks

May 4, 2021 @ 4:00 pm EST

Mr. Marks is Co-Chairman at Oaktree Capital and has been with the firm since its formation in 1995. From 1985 until 1995, Mr. Marks led the groups at The TCW Group, Inc. that were responsible for investments in distressed debt, high yield bonds, and convertible securities. He was also CIO for Domestic Fixed Income at TCW. Previously, Mr. Marks was with Citicorp Investment Management for 16 years, where from 1978 to 1985 he was VP and senior portfolio manager in charge of convertible and high yield securities. Between 1969 and 1978, he was an equity research analyst and, subsequently, Citicorp’s Director of Research.

Special Guest

Peter Boockvar

April 6, 2021 @ 4:00 pm EST

Peter is Chief Investment Officer of Bleakley Financial Group. In his role as CIO, Peter leads the team that is responsible for the development, management and oversight of Bleakley’s investment management program, managing the investment committee, and setting the firm’s overall investment philosophy, global investment outlook and asset allocation decisions. He also manages two internal portfolio strategies. Peter is also a CNBC contributor and Editor of The Boock Report.

Special Guest

Liz Ann Sonders

March 2, 2021 @ 4:00 pm EST

Liz Ann is Senior Vice President and Chief Investment Strategist at Charles Schwab. A keynote speaker at numerous industry conferences, Liz Ann is regularly quoted in financial publications including The Wall Street Journal, The New York Times, Barron’s, and the Financial Times, and she appears as a regular guest on CNBC, Fox Business, CNN, and Bloomberg programs.

 

Liz Ann has been named “Best Market Strategist” by Kiplinger’s Personal Finance and one of SmartMoney magazine’s “Power 30.” Barron’s named her to the inaugural “100 Most Influential Women in Finance” list and Investment Advisor included her on the “IA 25,” its list of the 25 most important people in and around the financial advisory profession.

Special Guest

Leon Cooperman

February 3, 2021 @ 4:15 pm EST

Leon Cooperman is the founder of Omega Advisors, Inc., which he ran for 27 years before converting it to a family office at the end of 2018. At its height, Omega Advisors managed more than $10 billion of client funds. Lee started his career at Goldman Sachs, spending his first 22 years in the Investment Research Department as Partner-In-Charge, Co-chairman of the Investment Policy Committee and Chairman of the Stock Selection Committee. In 1989, he became Chairman and Chief Executive Officer of Goldman Sachs Asset Management and was Chief Investment Officer of the equity product line. While at Goldman Sachs, for nine consecutive years, Cooperman was voted the number one portfolio strategist in the Institutional Investor “All-America Research Team” survey

Special Guest

Felix Zulauf

January 13, 2021 @ 11:00 am EST

Felix W. Zulauf started his investment career as a trader for a large Swiss Bank, and joined UBS in 1977. Felix held several positions over the years, including heading the institutional portfolio management unit while acting as the global strategist for the UBS Group. He later founded his wholly owned Zulauf Asset Management AG in 1990. He sold the firm several years ago to focus on his own Family Office. Felix has served as a member of the Barron’s Roundtable for 30 years. Today, Felix publishes a global macro research service and consults investment firms and family offices around the world. He regularly publishes an investment report about his views on various macro topics and the financial markets.

Special Guest

James Grant

December 1, 2020 @ 4:00 pm EST

James Grant, financial journalist and historian, is the founder and editor of Grant’s Interest Rate Observer, a twice-monthly journal of the investment markets. His book, The Forgotten Depression, 1921: The Crash that Cured Itself, a history of America’s last governmentally unmedicated business-cycle downturn, won the 2015 Hayek Prize of the Manhattan Institute for Policy Research. His new book, Bagehot: The Life and Times of the Greatest Victorian, was published in July 2019.

Special Guest

Niall Ferguson

November 11, 2020 @ 4:00 pm EST

Niall Ferguson, MA, D.Phil., is the Milbank Family Senior Fellow at the Hoover Institution, Stanford University, and a senior faculty fellow of the Belfer Center for Science and International Affairs at Harvard. He is the author of fifteen books. In addition to writing a regular column for Bloomberg Opinion, he is the founder and managing director of Greenmantle LLC, an advisory firm.

Special Guest

Jeffrey Gundlach

November 2, 2020 @ 1:00 pm EST

Mr. Gundlach is CEO of DoubleLine. In 2011, he appeared on the cover of Barron’s as “The New Bond King.” In 2013, Institutional Investor named him “Money Manager of the Year.” In 2012, 2015 and 2016, he was named one of “The Fifty Most Influential” in Bloomberg Markets. In 2017, he was inducted into the FIASI Fixed Income Hall of Fame. Mr. Gundlach is a summa cum laude graduate of Dartmouth College, with degrees in Mathematics and Philosophy.

Special Guest

Bob Farrell

October 19, 2020 @ 4:00 pm EST

If you have read Dave’s work over the years, you will know what a profound influence Bob Farrell has had over his thinking. Bob is most certainly an industry legend. He became a household name during his years as technical analyst at Merrill Lunch. He has countless career highlights, to name a few: Bob was ranked # 1 Technical Market Timing analyst in 16 of the 17 years he participated in the Institutional Investor Magazine’s annual research poll. He was a frequent guest on the popular weekly TV show Wall Street Week with Louis Rukeyser and was voted by viewers to the Wall Street Week Hall Fame. In his last 10 years at Merrill, he authored the first regular report on Theme investing.

Special Guest

Richard Bernstein

September 22, 2020 @ 4:00 pm EST

Richard Bernstein is both CEO and CIO of Richard Bernstein Advisors LLC. A much-noted expert on equity, style and asset allocation, Mr. Bernstein was nominated to Institutional Investor magazine’s annual “All-America Research Team” eighteen times, and is one of only fifty-seven analysts inducted into the Institutional Investor “Hall of Fame”. He was also twice named to both Fortune magazine’s “All-Star Analysts” and to Smart Money magazine’s “Power 30”, and was a member of Registered Rep’s “Ten to Watch” for 2012.

Special Guest

Gary Shilling

July 27, 2020 @ 4:00 pm EST

Dr. Shilling is President of A. Gary Shilling & Co., Inc., an economic consulting firm, and publisher of INSIGHT, a monthly report of economic forecasts and investment strategy. He has been a Forbes magazine columnist since 1983 and writes the “Financial Strategy” column. He is also an online columnist for Bloomberg View, and is on Investment Advisor magazine’s panel of investment strategists. He appears frequently on business shows on radio and television.

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