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

Chief Investment Officer, Fieldpoint Private

Mr. Kennedy is the Chief Investment Officer of Fieldpoint Private and was appointed to the bank’s Board of Directors in December 2015. He chairs the firm’s Investment Committee and is responsible for all investment functions including capital market and manager research, asset allocation, portfolio construction, and performance/risk reporting. Mr. Kennedy directly manages discretionary investment portfolios for families and institutions. Prior to joining Fieldpoint Private in 2012, he was the Global Director of Research for Citigroup Global Markets, Inc. He also held senior positions at Century Atlantic Capital Management, Guy Carpenter & Company, and the DuPont Pension Fund. Mr. Kennedy has ... 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