Monetary Policy and Global Protectionism: Investment Decisions — Markets

VIDEO March 18, 2014

Speaker / Author

J. Paul Horne

Independent International Economist & GIC Board Member

Paul Horne is an active independent international market economist since retiring as a managing director and European equity market economist at Salomon Smith Barney/Citigroup in London. He is on the boards of the Global Interdependence Center in Philadelphia; the Committee for the Republic in Washington, DC; and the American Library of Paris Foundation. He writes for The European Institute (supported by the University of Maryland and the Bertelsmann Foundation) and is on the forecasting and editorial panels of the National Association for Business Economics. Previous positions: Smith Barney’s chief international economist and Investment Policy Committee member based in Paris 1975-1998; the ... Read More

Christopher Whalen

Chairman, Whalen Global Advisors LLC

Richard Christopher Whalen is an investment banker and author who lives in New York City. He is Chairman of Whalen Global Advisors LLC and focuses on the financial services, mortgage finance and technology sectors. Christopher is a member of FINRA and is associated with J.V.B. Financial in New York. From 2014 through 2017, Christopher was Senior Managing Director and Head of Research at Kroll Bond Rating Agency, where he was responsible for ratings by the firm’s Financial Institutions and Corporate Ratings Groups. He was a co-founder and principal of Institutional Risk Analytics from 2003 through 2013. Over the past three ... Read More

Stephen Sexauer

Chief Investment Officer, The San Diego County Employees Retirement Association

Stephen Sexauer is SDCERA’s Chief Investment Officer and oversees SDCERA’s $14 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. Prior to joining SDCERA in 2015, Sexauer worked at Allianz Global Investors as Chief Investment Officer, US Multi Asset, of Allianz Global Investors Solutions, managing over $7 billion in multi-asset institutional portfolios and retirement income solutions. He is also the co-author of papers on retirement portfolios published in The Financial Analysts Journal, The Institutional Investor Journal of Retirement, ... Read More

Donald Rissmiller

Founding Partner of Strategas

Mr. 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.

Prior to co-founding Strategas in 2006, Mr. Rissmiller was an Economist and Managing Director at International Strategy & Investment (ISI) Group. Before joining ISI, he worked at the Federal Reserve Bank of New York, focusing on the analysis of U.S. macroeconomic data and price/wage forecasting models. He is frequently quoted in the financial press. ... Read More

Livio Stracca, Ph.D.

Head of the International Policy Analysis Division in the European Central Bank

Livio Stracca is head of the International Policy Analysis Division in the European Central Bank. He holds a Ph.D. in economics and a postgraduate degree in European Union Law. He teaches at the University of Frankfurt J.-W. Goethe and has published extensively, mainly in monetary and international economics. ... Read More