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

Ed Keon

Former Managing Director, Portfolio Manager and Chief Investment Strategist, Quantitative Management Associates

Ed Keon retired in 2023 after a 25-year career in the securities brokerage and asset management businesses of Prudential Financial. During the past 15 years he was managing director, portfolio manager and chief investment strategist of QMA, Pru’s quantitative investment firm. He led a team that managed $ 80 billion for clients including corporate pension plans, foundations, Taft Hartley plans and variable annuity funds. On the sell-side Ed was Director of Quantitative Research and Chief Investment Strategist for Prudential Securities. He was repeatedly voted onto the Institutional Investor All-American research team, achieving  #1 in the Quantitative Research category. Prior to Prudential, ... Read More

David Kotok

Chief Investment Officer of Cumberland Advisors

David Kotok co-founded Cumberland Advisors in 1973 and has been its Chief Investment Officer since inception. David’s articles and financial market commentaries have appeared in the New York Times, the Wall Street Journal, Barron’s, and other publications. During his career, he has been a frequent contributor to Bloomberg TV and Bloomberg Radio, Yahoo Finance TV, and other media. He has authored or co-authored four books, including the second edition of "From Bear to Bull with ETFs" and "Adventures in Muniland". He holds a B.S. in economics from the Wharton School of the University of Pennsylvania, an M.S. in organizational dynamics from ... 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 Emerita, Senior Economist for Haver Analytics and Trustee of EQAT Trust Funds

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. 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 Chair Emerita. She is ... Read More