VIDEO

The Fed’s Evolving Role in the Financial System

September 21, 2021

GIC’s Executive Briefing, The Fed’s Evolving Role in the Financial System, took place on September 21, 2021 with presenter Danielle DiMartino Booth, CEO & Chief Strategist for Quill Intelligence LLC, moderator Lisa McIntire Shaw, Founding Partner of Cygnus Asset Management, LLC, please opening remarks by William Kennedy, GIC Vice Chair of Programs and Co-Founder, CEO and CIO of RiskBridge Advisors.

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ARTICLE

The Second Deadly Sinners: Treasury Central Clearing Threatens Big Banks’ Stronghold

September 10, 2021

Danielle DiMartino Booth, CEO & Chief Strategist for Quill Intelligence LLC and GIC speaker, shares a recent Weekly Quill write-up ahead of GIC’s upcoming Executive Briefing, The Fed’s Evolving Role in the Financial System.

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ARTICLE

Camp Kotok 2021 – Articles and Resources

August 19, 2021

Explore write ups penned by campers about Camp Kotok in 2021.

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VIDEO

Camp Kotok 2021 – Panel Discussion: Is the US dollar’s world reserve currency status threatened?

August 18, 2021

This panel is moderated by Barry Ritholtz, Chairman and CIO of Ritholtz Wealth Management. Our speakers are Constance Hunter, Principal and Chief Economist of KPMG, and Leland Miller, CEO of China Beige Book International and GIC Board Member.

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VIDEO

Camp Kotok 2021 – Down the Middle with David Kotok and Danielle DiMartino Booth

August 14, 2021

A recent episode of Danielle DiMartino Booth’s Down the Middle featured a discussion with David Kotok, live from Camp Kotok.

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VIDEO

Camp Kotok 2021 – Bob Eisenbeis & Stephen Sexauer

August 15, 2021

Robert Eisenbeis, Ph.D., Cumberland Advisors’ Chief Monetary Economist & Stephen Sexauer, Chief Investment Officer for SDCERA, converse about what impact the pandemic has had on the 16/17B pension fund Steve manages, the cash crunch, liquidity issues and buffers, and the maxim that you can never, ever miss payroll. Bob and Steve also talk about the taper tantrum, fixed income yields, risk, what mix in a portfolio makes sense, and they wrap it up by addressing, “is the pandemic driving early retirement?”

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VIDEO

Camp Kotok 2021 – David Kotok Looks Ahead with Barry Wood

August 11, 2021

David Kotok talks with Barry Wood at Camp Kotok about new variations of COVID slowing economic activity and that gdp growth in the US is likely to fall back to the 2% range.

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VIDEO

Camp Kotok 2021 – Les Williams & Stephen Sexauer

August 08, 2021

Stephen Sexauer & Leslie “Les” Williams talk about Life, Lakes, “Cowboy Coffee,” and being a Master Guide in Maine during Camp Kotok 2021.

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All material presented at events/conferences belongs to GIC and it is against the law to use, copy or record it without written permission from GIC.