Home > Resources > RMES 2019: Session III: Financial Markets Outlook

RMES 2019: Session III: Financial Markets Outlook

VIDEO July 25, 2019

Speaker / Author

John Silvia, Ph.D.

CEO, Dynamic Economic Strategy

John Silvia is enjoying the process of launching his firm, John E. Silvia, Dynamic Economic Strategy. John recently retired from his position as Managing Director and Chief Economist for Wells Fargo. Based in Charlotte, N.C., he held that position since he joined Wachovia in 2002 as the company's Chief Economist, this new launch will permit John to open his schedule for additional Speaking opportunities and Board positions while indulging in his passion for travel. Prior to Wells Fargo, John worked on Capitol Hill as a senior economist for the U.S. Senate Joint Economic Committee and as Chief Economist of Senate Banking, ... Read More

Richard (Dick) Mayo

Chairman and Chief Strategist, Game Creek Capital

Richard Mayo is Chairman and Chief Strategist at Game Creek Capital, a firm he helped start and has been invested in for ten years.  After receiving his undergraduate degree from the University of Virginia in 1964, Mr. Mayo began his investment career with the First Union National Bank in Charlotte, N.C. He received his M.B.A. from the University of Virginia's Darden Graduate School of Management in 1968. After graduation, he was a security analyst for the Keystone Custodian Growth Fund. He was a founder of Batterymarch Financial Management in 1969, where he served as a portfolio manager. Mr. Mayo was a Founding Partner ... Read More

William Kennedy

GIC Vice Chair of Programs

Bill Kennedy co-founded RiskBridge Advisors, an Outsourced Chief Investment Officer (OCIO) firm providing tailored investment management and unconflicted guidance and implementation to endowments & foundations, insurers, family offices, and their principals.  As Chief Executive Officer and Chief Investment Officer, he oversees and is responsible for RiskBridge’s strategic course and all investment decisions. Mr. Kennedy has over 30 years of industry experience.  He previously served as Chief Investment Officer with Fieldpoint Private from 2012-2019, where he was responsible for investment policy, asset allocation, and investment manager selection. Mr. Kennedy also chaired the bank’s Investment Committee and served on the bank’s Board of ... Read More

Paul F. O'Brien, Ph.D.

Former Deputy Chief Investment Officer, Strategy and Planning Department, Abu Dhabi Investment Authority, ADIA

Paul O’Brien left the Abu Dhabi Investment Authority at the end of 2018.  He worked most recently as Deputy CIO, helping lead both strategic and tactical asset allocation, after starting at ADIA as Head of Fixed Income Strategy. Previously Paul was a global fixed income portfolio manager at Morgan Stanley Investment Management, Head of European Economics with JP Morgan, and started his career as Economist and then Section Chief at the Board of Governors of the Federal Reserve System. Paul has a PhD in Economics from the University of Minnesota.  He attended the US Naval Academy and received his undergraduate degree ... 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