The Evolving Market Landscape: Welcome and First Panel

VIDEO October 17, 2013

Speaker / Author

Douglas G. Duncan, Ph.D.

Senior Vice President and Chief Economist of Fannie Mae

Douglas G. Duncan is Fannie Mae's senior vice president and chief economist. He is responsible for providing all forecasts and analyses on the economy, housing, and mortgage markets for Fannie Mae. Duncan also oversees corporate strategy and is responsible for strategic research regarding external factors and their potential impact on the company and the housing industry. Named one of Bloomberg / BusinessWeek's 50 Most Powerful People in Real Estate and one of Inman News' 100 Most Influential Real Estate Leaders for 2013, Duncan is Fannie Mae's source for information and analyses on the external business and economic environment, the implications of ... Read More

Edward Keon

Managing Director and Portfolio Manager for Quantitative Management Associates

Edward F. Keon, Jr. is a managing director and portfolio manager for Quantitative Management Associates (QMA), as well as a member of the asset allocation team. In addition to portfolio management, Ed contributes to investment strategy, research and portfolio construction. Ed has also served as chief investment strategist and director of Quantitative Research at Prudential Equity Group, LLC, where he was a member of the firm’s investment policy committee and research recommendation committee. Ed’s prior experience was as senior vice president at I/B/E/S International Inc. Ed is a member of the board of directors of the Chicago Quantitative Alliance and ... Read More

David Kotok

CIO of Cumberland Advisors

David R. Kotok cofounded Cumberland Advisors in 1973 and has been its Chief Investment Officer since inception. He holds a B.S. in economics from The Wharton School of the University of Pennsylvania, an M.S. in organizational dynamics from The School of Arts and Sciences at the University of Pennsylvania, and an M.A. in philosophy from the University of Pennsylvania. Mr. Kotok’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, Fox Business, and other media. Mr. Kotok has served as ... Read More

Nathan Kowalski

CFO and Senior Portfolio Manager, Anchor Investment Management Ltd.

Nathan Kowalski is the chief financial officer and senior portfolio manager at Anchor Investment Management Ltd. He sits on the firm’s investment committee and finance committee and has been with the company since 2003. He began his career with KPMG where he provided assurance, tax and financial advisory services for some of the largest corporations in Canada. He then worked for Deloitte and Touche Corporate Finance Inc. where he provided expert advice in mergers and acquisitions and valuations for corporate clients, private equity/venture capital firms, MBO/MBI teams, entrepreneurs and governments. Nathan holds a Chartered Accountant (CA), Chartered Financial Analyst (CFA) ... Read More

Vincent T. Lowry

Founder and Chairman of VTL Associates LLC

Vincent T. Lowry is the founder and chairman of VTL Associates LLC.  He is the chief portfolio manager for the Revenue-Weighted Indexes. Prior to starting VTL Associates, Vince was a managing director at Smith Barney, a division of CitiGroup Global Markets Inc. During his career, Vince has provided consulting services to insurance companies such as Leucadia National, Colonial Penn, Fidelity Mutual Life, the Insurance Department of Pennsylvania, Pennsylvania Treasury and Ohio Treasury. Vince was an early proponent of liability driven asset allocation, implementing custom liability index in 1996 for several large insurance pools.  In recent years he has applied fundamental indexing ... Read More

Kathleen Stephansen

GIC Chair, Senior Economist for Haver Analytics and Trustee of EQAT Trust Funds

Kathleen Stephansen is GIC Chair, 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. Prior to joining AIG in 2010, Kathleen was Chief Economist at Aladdin Capital Holdings, Credit Suisse’s Head of Global Economic Research, and Donaldson, Lufkin and Jenrette Securities Corporation’s co-head of Fixed Income economic research and Chief International Economist. Kathleen serves on the board of the Global Interdependence Center (GIC) as the vice-chair of programming. She is ... Read More