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. 

testimonials

Bill Dudley

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.

testimonials

Richard Bernstein

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.

testimonials

Bob Farrell

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.

testimonials

Katie Stockton

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.

testimonials

Michael Rothman

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.

testimonials

Leland Miller

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.

testimonials

Martin H. Barnes

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.

testimonials

Michael E. Lewitt

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.

testimonials

Kyle Bass

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.

testimonials

David Kotok

Rosenberg Research © 2021 All Rights are Reserved.