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Board of Directors

William Kennedy, CFA*

Chair

William Kennedy is the co-founder, CEO, and Chief Investment Officer of RiskBridge Advisors, an independent, full-service investment office serving insurers, endowments and foundations, and individual investors. He is responsible for RiskBridge’s business and investment activities and has over 30 years of capital market research and investment experience.

Holly Wade*

Vice Chair of Programs

Holly Wade is the executive director of the NFIB Research Center, where she has 17 years of experience conducting original research on the small business sector focusing on small business economic conditions, business operations, and public policy issues impacting small firms.

Sean Heberling, CFA*

Treasurer

Mr. Sean Heberling, CFA is President of Marion Street Capital, a boutique investment firm. He is a Director at the CFA Society of Philadelphia, a member Society of the CFA Institute, the preeminent organization for Finance professionals

Dana Peterson*

Secretary

Dana Peterson is the Chief Economist & Center Leader of Economy, Strategy & Finance at The Conference Board. Peterson joins The Conference Board from Citi, where for many years she served as a North America Economist and later as a Global Economist.

Kathleen Stephansen*

Vice Chair of the College of Central Bankers and Chair Emerita

Kathleen Stephansen is GIC Chair Emerita, Senior Economist for Haver Analytics and Trustee of EQAT Trust Funds. She is the former Chief Economist of Huawei Technologies, Chief Economist of the American International Group (AIG) and AIG Asset Management’s Senior Strategist and Global Head of Sovereign Research.

Lisa McIntire Shaw*

Lisa McIntire Shaw is a founding partner of Cygnus Asset Management, LLC based in Charlotte, NC. She has more than 30 years of experience in the financial arena. Her areas of special interest include international markets; charitable trusts; strategic wealth preservation; and domestic, corporate, government and municipal bonds.

Manuel Balmaseda, Ph.D.

Manuel Balmaseda is the chief economist at CEMEX, a leading global building materials corporation. Previously he served as chief economist for Spain and Europe at BBVA, chief economist for Capital Markets at BBV, professor of economics at CEMFI and visiting researcher at the Federal Reserve Bank in Minneapolis.

Julia Coronado

Julia Coronado founded MPP because she believes independent research can provide the most objective and relevant analysis to inform decision making in an uncertain world. Julia is a Clinical Associate Professor of Finance at the McCombs School of Business at the University of Texas at Austin. She has more than a decade of experience as […]

William Costigan

Mr. Costigan is a managing director at Guggenheim Partners with expertise in structured credit and private debt. He is a frequent speaker at investment conferences. Prior to joining Guggenheim in 2013, he working in investment banking at KeyBank and institutional strategy at Vanguard. He earned an M.B.A. from Loyola Marymount University.

Mary Graham Davis

Mary Graham Davis founded the Davis Consulting Group LLC in 1996 to focus on the implementation of strategy through effective organization structure: the alignment of business units with the strategy, business unit mobilization and performance management to achieve annual operating plan objectives, and senior leadership coaching.

Michael Drury

Michael Drury is the chief economist for McVean Trading & Investments, LLC. He joined the firm in 1992, after serving for five years as senior economist with Allen Sinai at Shearson Lehman Brothers and its successor firms.

Lori Esposito Murray, Ph.D.

Dr. Lori Esposito Murray is President of the Committee for Economic Development of The Conference Board. Murray brings to CED extensive experience at the highest echelons of domestic and international policy. She most recently served as an adjunct senior fellow at the Council on Foreign Relations’ (CFR). Prior to her role at CFR, she held […]

Directors

*Executive Committee Member
†Global Society of Fellows Member