GIC Economic Outlook: First Thoughts on the Coming Decade

Date: Monday, June 24, 2019
Chicago, IL

Event Detail

GIC Economic Outlook: First Thoughts on the Coming Decade

Register today! The Global Interdependence Center is returning to Chicago, IL for a conference with the Federal Reserve Bank of Chicago. Join us on Monday, June 24, 2019 to discuss topics such as monetary policy, trade, manufacturing, productivity and labor force issues and to hear a keynote address on globalization by Catherine L. Mann, Ph.D., Global Chief Economist, Citi.

 

Agenda

10:00 – 10:30 a.m. | Registration/Coffee

10:30 a.m. | Welcome and Opening Remarks

  • Don Rissmiller, Chief Economist, Strategas Research and GIC Chairman

10:30 a.m. – 12:00 p.m. | Session I: Global Macro Outlook: Financial Markets and Housing

  • David Berson, Senior Vice President and Chief Economist for Nationwide Mutual
  • Laura Speake, Regional Economist, Energy & Transportation, Caterpillar Inc.
  • Jim Bianco, President and Macro Strategist, Bianco Research, LLC 
  • Moderator: Michael Drury, Chief Economist, McVean Trading & Investments and GIC Chair Emeritus

12:00 p.m. | Luncheon Keynote: For Better or Worse, Has Globalization Peaked?
By many metrics, global integration has peaked. Is this a natural evolution– e.g. Is there a maximum desired share of foreign products in the consumption basket or maximum fragmentation of production into global value chains that can be achieved? Is this a beneficial outcome– e.g. Global integration has gone too far anyway, especially financial globalization. Considering these issues, the question really is– If globalization has peaked, is this to be welcomed or countered?

  • Catherine L. Mann, Ph.D., Global Chief Economist, Citi

1:30 – 3:00 p.m. | Session II: Manufacturing & Productivity and the US Labor Force

  • William Strauss, Senior Economist and Economic Advisor, Federal Reserve Bank of Chicago
  • Kevin Kliesen, Business Economist and Research Officer, Federal Reserve Bank of St. Louis
  • Leslie McGranahan, Vice President and Director of Regional Research, Federal Reserve Bank of Chicago
  • Jeff Korzenik, Chief Investment Strategist, Fifth Third Bank
  • Moderator: Kathleen Stephansen, Independent Trustee to the AXA-Equitable Mutual Funds, Senior Economic Advisor to the Boston Consulting Group Henderson Institute Center for Macroeconomics and GIC Vice Chair of Programs

3:00 – 4:15 p.m. | Session III: State of the State’s Fiscal Challenges

  • Philippa Dunne, Editor, The Liscio Report
  • John Mousseau, President, Chief Executive Officer & Director of Fixed Income, Cumberland Advisors
  • Rick Mattoon, Senior Economist and Economic Advisor, Federal Reserve Bank of Chicago
  • Moderator: Steve Sexauer, CIO, San Diego County Employees Retirement Association

4:15 p.m. | Concluding Remarks

  • Don Rissmiller, Chief Economist, Strategas Research and GIC Chairman

Event Location

Date: Monday, June 24, 2019 Time: 10:00 AM - 4:15 PM City: Chicago, IL

Federal Reserve Bank of Chicago
Moskow Auditorium
230 South LaSalle Street, Chicago, Illinois 60604-1413

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Speakers

David W. Berson, Ph.D

David W. Berson, Ph.D

Senior Vice President & Chief Economist, Nationwide

David W. Berson, Nationwide Chief Economist, leads a team delivering economic forecasts and analyses that are used to strengthen the company’s business strategies and operating plans.

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Jim Bianco

Jim Bianco

President and Macro Strategist at Bianco Research, L.L.C.

Jim Bianco is President and Macro Strategist at Bianco Research, L.L.C. Since 1990 Jim’s commentaries have offered a unique perspective on the global economy and financial markets.

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Michael Drury

Michael Drury

Chief Economist, McVean Trading & Investments

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. Michael began his career in New York in 1982 as senior economist at A. Gary Shilling and Company. He received his B.S. in economics from the Georgia Institute of Technology and did his graduate work at the University of Wisconsin-Madison.

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Philippa Dunne

Philippa Dunne

Co-Editor, The Liscio Report and Sightlines Bulletin

Philippa Dunne is co-editor of two independent macro-economic newsletters: The Liscio Report, with a trading focus, and Sightlines Bulletin, which takes a longer perspective.

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Kevin Kliesen

Kevin Kliesen

Business Economist and Research Officer, Federal Reserve Bank of St. Louis

Kevin L. Kliesen is a business economist and Bank Officer in the Research Division at the Federal Reserve Bank of St. Louis.

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Jeffrey Korzenik

Jeffrey Korzenik

Chief Investment Strategist & Senior Vice President, Fifth Third Bank

For more than 30 years, Jeff has been a thought leader in the investment industry. A regular guest on CNBC and Bloomberg, Jeff’s writings on economics and public policy have been published in Barron’s, Forbes, The Chicago Tribune, The Boston Globe and other periodicals.

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Catherine L. Mann, Ph.D.

Catherine L. Mann, Ph.D.

Global Chief Economist, Citibank

Dr. Catherine L. Mann is the Global Chief Economist at Citibank since February 2018 where she is responsible for thought leadership, research guidance of a global team of economists, and cross-fertilization of research across macroeconomics, fixed-income, and equities. Prior to this position, she was Chief Economist at the OECD, where she also was Director of the Economics Department and was Finance Deputy to the G20 (2014-2017).

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Rick Mattoon

Rick Mattoon

Senior Economist and Economic Advisor, Federal Reserve Bank of Chicago

Rick Mattoon is a senior economist and economic advisor in the economic research department of the Federal Reserve Bank of Chicago. Mattoon's primary research focuses on issues that face the Midwest regional economy. Mattoon began his career at the Chicago Fed in 1990.

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Leslie McGranahan

Leslie McGranahan

Vice President and Director of Regional Research, Federal Reserve Bank of Chicago

Leslie McGranahan is a vice president and director of regional research in the economic research department at the Federal Reserve Bank of Chicago. Her primary research interests relate to the effects of federal, state, and local government policy on individuals and households.

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John Mousseau

John Mousseau

President, Chief Executive Officer & Director of Fixed Income, Cumberland Advisors

John R. Mousseau, CFA, joined Cumberland Advisors in September 2000. He is currently President and Chief Executive Officer, and the Director of Fixed Income at Cumberland Advisors. In this capacity, Mr. Mousseau is a portfolio manager and has overall responsibility for portfolio construction, management, analysis, trading, and research for all tax-free and taxable bond accounts.

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Donald Rissmiller

Donald Rissmiller

Founding Partner of Strategas

Donald Rissmiller is a founding partner of Strategas and has been the firm's chief economist since 2006, directing its macroeconomic research effort. He oversees Strategas' high-frequency econometric forecasting and thematic economic research. Mr. Rissmiller's research has been consistently recognized by Institutional Investor magazine in their annual survey: he was ranked best up and coming economist in 2008, and was third in their 2009 All-America Independent Research Team survey. He is frequently quoted in the financial press.

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Stephen Sexauer

Stephen Sexauer

Chief Investment Officer, The San Diego County Employees Retirement Association

Stephen Sexauer is SDCERA’s Chief Investment Officer and oversees SDCERA’s $12 billion Trust Fund, investment team, and investment consultants. In addition to the day-to-day operation of SDCERA’s Investment Division, he also assists SDCERA’s Board with determining the Fund’s investment policies, strategy and asset allocation.

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Laura D. Speake

Laura D. Speake

Energy & Transportation Regional Chief Economist, Caterpillar

Laura joined Caterpillar in her current role in 2014. She is driven to develop a deep understanding the energy markets today, how the changes that are occurring in the near term and what the future may look like. Her experience from 19 years in the energy business cutting across technologies and fuels offers a unique perspective on the energy landscape of the future and the implications for Caterpillar.

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Kathleen Stephansen

Kathleen Stephansen

Senior Economist, Haver Analytics

Kathleen Stephansen is an Independent Trustee for the AXA-Equitable Trusts, a Senior Economist for Haver Analytics and a Senior Economic Advisor to the Boston Consulting Group Henderson Institute Center for Macroeconomics. 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.

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Bill Strauss

Bill Strauss

Senior Economist and Economic Adviser, Federal Reserve Bank of Chicago

William A. Strauss is a senior economist and economic adviser in the economic research department at the Federal Reserve Bank of Chicago, which he joined in 1982. His chief responsibilities include analyzing the current performance of both the Midwest economy and the manufacturing sector for use in monetary policy.

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