Monetary Policy and Currency Issues in 2014: QE or Not QE
Date: Thursday, May 8, 2014 - Friday, May 9, 2014
The Drapers’ Hall, Throgmorton Street, London EC2N 2AN
Discuss central banking and explore London with GIC!
Presentations
- Is the Party Over?
- The UK and QE: Lessons and Conclusions
- Recent Development of the Japanese Economy
- Transitioning to a New Equilibrium of Growth-Driven Market
- China in 2014: Growth, Deleveraging and Reform
- Monetary Policy in 2014
- Latin America: Back to the Future II
Videos
- QE or Not QE: Welcome and Session I
- QE or Not QE: Session II
- QE or Not QE: Session III
- QE or Not QE: Session IV and Conclusion
Event Detail
Monetary Policy and Currency Issues in 2014: QE or Not QE
AGENDA
8 – 8:30 a.m. | Registration and Coffee
8:30 – 8:45 a.m. | Welcome
- Michael Drury, Chief Economist, McVean Trading & Investments and GIC Vice Chair of Programs
8:45 – 10:45 a.m. | Session I: End of an Era?
- David Altig, Ph.D., Executive Vice President and Director of Research at the Federal Reserve Bank of Atlanta
- Danielle DiMartino Booth, Advisor to President Richard Fisher, Federal Reserve Bank of Dallas
- Catherine Mann, Ph.D., Barbara and Richard M. Rosenberg Professor of Global Finance at Brandeis University’s International Business School and GIC Board Member
- Don Rissmiller, Founding Partner of Strategas Research Partners and GIC Board Member
10:45 – 11 a.m. | Coffee Break
11 a.m. – 12:30 p.m. | Session II: Policy Perspectives in Non-Euro Europe
- Katarzyna Zajdel-Kurowska, Member of the Board, National Bank of Poland
- Julian Callow, Former Chief International Economist, Barclays
- Michael Marrese, Head of EMEA EM Economics and Sovereign Strategy, JP Morgan
12:30 – 1:30 p.m. | Lunch
1:30 – 3:30 p.m. | Session III: Global Economic Outlook
- Manuel Balmaseda, Chief Economist, CEMEX
- Kozo Koide, Chief Economist of DIAM
- John Calverley, Head of Macroeconomics at Standard Chartered
3:30 – 3:45 p.m. | Coffee Break
3:45 – 4:45 p.m. | Session IV: Financial Markets Outlook
- Stephane Deo, Global Head of Macro Strategy Research, UBS Investment Bank
- Bhanu Baweja, Global Head of EM Strategy, UBS Investment Bank
- George Tsetsekos, GIC Board Chair and Dean Emeritus of Drexel University’s LeBow College of Business
4:45 – 5 p.m. | Conclusion
- Michael Drury, Chief Economist, McVean Trading & Investments and GIC Vice Chair of Programs
Event Location
Speakers
Katarzyna Zajdel-Kurowska
Former Member of the Board of the National Bank of PolandKatarzyna Zajdel-Kurowska is an economist with broad international experience in finance, sustainable development, risk and asset management. Former member of the Executive Board at World Bank Group and Executive Director representing Azerbaijan, Kazakhstan, Kyrgyz Republic, Poland, Serbia, Switzerland, Tajikistan, Turkmenistan, and Uzbekistan.
David E. Altig, Ph.D.
Executive Vice President and Director of Research, Federal Reserve Bank of AtlantaDr. David E. Altig is executive vice president and director of research at the Federal Reserve Bank of Atlanta. In addition to advising the Bank president on monetary policy and related matters, Dr. Altig oversees the Bank's regional executives and the Bank's research department.
Manuel Balmaseda
Chief Economist, CEMEXManuel 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.
Julian Callow
Economist, Element Capital ManagementJulian Callow is Managing Director responsible for European and Chinese economic research at Element Capital LLC. Prior to that he was a Managing Director for Research at Barclays, including being Chief European Economist (2003-2012) & Chief Global Economist (2012-2014). He was also Chief Eurozone Economist at Credit Suisse (1999-03), & has also worked as an economist at Dresdner Kleinwort Benson, Chase (1990-92) & the Bank of England (1987-90).
John Calverly
Head of Macroeconomic Research, Standard Chartered BankJohn Calverly is the head of macroeconomic research at Standard Chartered Bank and co-leads a team of 25 economists analysing the world economy and focusing on Standard Chartered’s main markets in Asia, Africa and the Middle East. He has over 30 years experience as a business economist and spends most of his time on special reports.
Danielle DiMartino Booth
CEO & Chief Strategist for Quill Intelligence LLCDanielle DiMartino Booth is CEO & Chief Strategist for Quill Intelligence LLC,a research and analytics firm. DiMartino Booth set out to launch a #ResearchRevolution, redefining how markets intelligence is conceived and delivered with the goal of not only guiding portfolio managers, but promoting financial literacy. To build QI, she brought together a core team of investing veterans to analyze the trends and provide critical analysis on what is driving the markets – both in the United States and globally.
Michael Drury
Chief Economist, McVean Trading & InvestmentsMichael 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.
Stephane Deo
Global Head of Macro Strategy Research and Global Head of Asset Allocation, UBSStephane Deo is the global head of asset allocation and head of the macro strategy team at UBS. Prior to that, he was the UBS chief economist for Europe.
Larry Hatheway
Managing Director and Chief Economist, UBS Investment BankLarry Hatheway is managing director and chief economist at the UBS Investment Bank. He is a member of the Securities Research Executive Committee of the UBS Investment Bank and also serves as a member of the Global Investment Committee (UBS Wealth Management).
Kozo Koide
Asset Management One Co. LtdKozo Koide is the Chief Economist at Asset Management One Co. Ltd., which is the largest Japanese asset management company with about 52 trillion yen (approximately 505 billion US$) assets under its management in October 2016.
Catherine L. Mann, Ph.D.
Member of the Monetary Policy Committee, Bank of EnglandDr Catherine L Mann joined the Monetary Policy Committee of the Bank of England on 1 September 2021. She is a member of the Council on Foreign Relations and the American Economic Association, among others. Previously she was Chair of the Economic Advisory Committee of the American Bankers Association.
Michael Marrese, Ph.D.
Head of EMEA EM Economics and Sovereign Strategy, JPMorganMichael Marrese is a managing director at JPMorgan and is head of economic research and sovereign strategy for the EMEA emerging markets (Central-Eastern Europe, the Middle East and Africa). Besides managerial and publication responsibilities, he has continued to produce economics and strategic research on Russia, Ukraine and Central Europe, plus advise external and internal clients on portfolio allocation and market-moving events.
Donald Rissmiller
Founding Partner and Chief Economist of StrategasMr. Rissmiller is a founding Partner of Strategas and has directed the Firm's macroeconomic research efforts since 2006. He oversees Strategas' thematic research as well as high-frequency econometric forecasting.
George Tsetsekos, Ph.D.
Francis Professor of Finance and Dean Emeritus Drexel’s LeBow College of BusinessDr. George Tsetsekos, serves as the Francis professor of Finance and Director of the Risk Management Center at the LeBow College of Business. He served as Dean of LeBow (2002-2012) and under his transformative leadership the college achieved national rankings and quality milestones in research and teaching.
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