Engage Politics: Grexit, U.S. Trade, and China
June 26, 2015
Hosted by Andy Busch
This week on Engage with Andy Busch we look at political developments in Europe, the U.S., and China. In Segment 1, we focus on Greece and the European Union. Gideon Rachman, columnist from the Financial Times, walks us through the exit strategies Greece faces in the midst of their debt crisis. In Segment 2, The Hill reporter Kevin Cirilli and I discuss Congress’s recent advancement of Trade Promotion Authority (TPA), Ex-Im Bank, and Highway Trust Fund. In Segment 3, Derek Scissors from the American Enterprise Institute walks us through the policy decisions that have lead China to a stagnant economy from his testimony in front of Congress. As always, we end with my key takeaways and what it means for business and investors in Segment 4. Get the podcasts on iTunes after you download the free podcast app. Then search for "Engage with Andy Busch." Thanks for listening!
Engage with Andy Busch
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Engage with Andy Busch will help you to explore and understand the top political and business stories with the brightest minds in the United States and the world. Most importantly, Andy will tell you how it impacts your life. With a sharp sense of humor and over thirty years in the markets, Andy speaks with top guests on an equal footing via his own experiences in politics and money, and shares his own successes and failures so you can learn from his experiences. Life’s complicated, let Andy help you figure it out.
Andrew B. Busch is the editor of the global market and public policy newsletter, “The Busch Update.” He is a regular on CNBC’s Talking Numbers, which appears every day on Street Signs and Yahoo Finance. His views can be found on his website, andrewbusch.com, as well as CNBC and Yahoo. He was a panelist on CNBC’s Money in Motion from 2012-14. He was the host of “Politics and Money” on First Business from 2000-03.
For 22 years, he was with BMO Capital Markets and has written the Busch Update for the last 13 years. He was named BMO’s Global Currency and Public Policy Strategist in 2007. Based in Chicago, he is a recognized expert on the world financial markets and how these markets are impacted by political events. He provides clients with analysis on public policy issues for China, Europe and the United States.
On a regular basis, Andy consults with staff from Congress and think tanks on economic, financial market and tax issues. In 2011, Andy was asked to testify in front of Congress on the effectiveness of the 2009 Stimulus package. From 2004 to 2008, he was an outside advisor to the US Treasury Department and White House on the economy and financial markets. Andy had a similar role for the 2008 McCain campaign. He has met and advised the last three US Secretaries of the Treasury including John Snow, Hank Paulson and Tim Geithner. Andy is also a political consultant on campaign strategy for the 2014 US Congressional Mid-Term elections.
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- 6/19/2015: Engage Non Profit Father's Day Special
- 6/12/2015: Engage--Ep. 55--Markets, The Fed, and a Look Ahead
- 6/5/2015: Politics: EXIM, SEC, and TPA!
Jack Ablin is an Executive Vice President and Chief Investment Officer with BMO Private Bank. As Head of Macro Strategy, Jack chairs the Asset Allocation, Mutual Fund Re-Optimization and Harriscreen Stock Selection Committees and is responsible for establishing investment policy and strategy within BMO Private Bank throughout the U.S. He joined the organization in 2001 and has three decades of experience in money management. Jack earned a bachelor’s degree from Vassar College in New York, where he graduated with honors with an A.B. in Mathematics and Computer Science. A member of the Beta Gamma Sigma International Honor Society, Jack received an M.B.A. with honors and graduated cum laude from Boston University in Massachusetts. He holds the Chartered Financial Analyst designation and is a member of the CFA Society of Chicago. Guest Jack Ablin
Mr. Albert is the Global Head of business developments at Pantheon, a global private equity fund investor. Kevin previously worked at Elevation Partners where he was in charge of fundraising and investor relations. For the 24 years prior to joining Elevation, Kevin ran the Global Private Equity Placement Group at Merrill Lynch. He has a B.A. in Economics and an M.B.A. in Finance from the University of California, Los Angeles. Kevin is based in New York. Guest Kevin Albert
Teresa Bartels is the president of The Gateway for Cancer Research, a nonprofit organization that funds innovative cancer research all over the world. Bartels joined Gateway in 2014 after 15 years at Hallbart Consulting where she advised nonprofit and business executives in achieving organizational excellence through leadership coaching, strategic planning and change management. Bartels also served on the executive leadership team of United Way Worldwide where she formed a global coalition of United Way affiliates, now the world’s largest and most robust charitable network. Guest Teresa Bartels
William Beach recently joined the Senate Budget Committee, Minority Staff as its Chief Economist. He is responsible for the Committee’s economic analysis and for preparing key components of the Senate budget. Prior to this position, Beach served for 13 years as the director of the Center for Data Analysis (CDA) at The Heritage Foundation. As CDA Director, Beach supervised Heritage’s original statistical research on Social Security, crime, education, trade and a host of other issues, ensuring it is both rigorous in its technical scholarship and produced in time to help inform the public debate over the issue.
Before joining Heritage, Beach served as the President of the Institute for Humane Studies at George Mason University. IHS is an international organization that provides professional and financial support for undergraduate and graduate students in the humanities and social sciences. He was a senior economist at the Sprint Corporation headquarters in Kansas City prior to his move to IHS. Guest William Beach
Senator Bennett is a senior policy advisor at Arent Fox who works with a wide range of international clients. Since joining the firm, he has advised clients in the areas of tax, transportation, and energy. Senator Bennett served three terms in the US Senate from 1992–2011 representing the state of Utah. Over his 18-year tenure, Senator Bennett earned the respects of his colleagues and the reputation as a lawmaker who offered creative and common sense solutions to issues important to both Utah and the nation. As a member of the Republican leadership team, Senator Bennett served as counsel to Republican Leader Mitch McConnell, advising him on legislative strategy and policy priorities. A respected business executive prior to entering the US Senate, Senator Bennett served as a senior member of the Senate Banking Committee, the Energy and Natural Resources Committee, and the Appropriations Committee. He was chairman of the distinguished Joint Economic Committee, where he was at the center of national economic policy discussions. Guest Bob Bennett
Sarah is the Executive Director of OneGoal – Chicago, an innovative, three-year college persistence program that identifies, trains and supports our nation’s most effective teachers to lead underperforming high school students to reach their full potential and graduate from college. Under her leadership, OneGoal – Chicago will partner with 50 teachers in 23 non-selective high schools to serve more than 1,200 Fellows in 2012-2013, and grow to partner with 38 Chicago high schools to serve 2,300 Chicago students by the 2016-2017 school year.
Sarah is chiefly responsible for driving programmatic success of OneGoal – Chicago. She manages strategic relationships with key stakeholders, leads the development of a long-term vision for OneGoal in Chicago, and grows and manages the OneGoal – Chicago team. Reporting directly to the CEO and playing a key role in the development and expansion of the national organization, Sarah works closely with the organization’s national team to share best practices, further the mission of this entrepreneurial, data-driven organization, and ultimately help grow a movement critical to the success of our nation. Guest Sarah Berghorst
Jared Bernstein joined the Center on Budget and Policy Priorities in May 2011 as a Senior Fellow. From 2009 to 2011, Bernstein was the Chief Economist and Economic Adviser to Vice President Joe Biden, executive director of the White House Task Force on the Middle Class, and a member of President Obama’s economic team. Bernstein’s areas of expertise include federal and state economic and fiscal policies, income inequality and mobility, trends in employment and earnings, international comparisons, and the analysis of financial and housing markets. He is the author and coauthor of numerous books for both popular and academic audiences, including “Getting Back to Full Employment: A Better Bargain for Working People,” “Crunch: Why Do I Feel So Squeezed?,” nine editions of “The State of Working America.” and his forthcoming book “The Reconnection Agenda: Reuniting Growth and Prosperity.” Bernstein has published extensively in various venues, including The New York Times, Washington Post, and theFinancial Times. He is an on-air commentator for the cable stations CNBC and MSNBC, contributes to The New York Times’ Upshot blog and The Washington Post’s PostEverything blog, and hosts jaredbernsteinblog.com. Bernstein holds a Ph.D. in Social Welfare from Columbia University. Guest Jared Bernstein
Rohit Bhargava is a trend curator, founder of the Influential Marketing Group (IMG), and the author of five best selling business books including Likeonomics (shortlisted for Best Sales/Marketing Book of the Year by 1800CEORead). Rohit has advised dozens of marketing and business leaders to lead with personality and build more human brands and frequently delivers keynote speeches to audiences from 50 to 5000 people. He has been featured as a two time TEDx speaker and been invited to present or consult in 27 countries around the world for brands including Intel, Vodafone, SABMiller, Pfizer, SAP, American Express, Swissotel, Ford, and more. Prior to starting IMG, he spent 15 years as a marketing agency executive at two of the largest creative agencies in the world (Leo Burnett and Ogilvy) leading global digital and social media strategy. He co-founded the world’s largest team of social media strategists at Ogilvy and the first digital group at Leo Burnett back in 2000. Guest Rohit Bhargava
James A. Bianco
James A. Bianco is President of Bianco Research, L.L.C., an Arbor Research & Trading, LLC affiliate. Since November 1990, he has been producing fixed income commentaries with a circulation of hundreds of portfolio managers and traders. Jim's commentaries are primarily devoted to the fixed income markets with special emphasis on: money flow characteristics of primary dealers, mutual funds, hedge funds, futures traders, banks, and institutional investors. Other topics he has researched include: the effects of commodity prices on bond yields, how the ratio of the equity market's capitalization as a percentage of nominal gross domestic product affects price performance of the stock market, the role government regulation plays in determining inflation, how market performance affects mutual fund investors, the role politics plays in setting interest rates, and measuring the stock and bond markets from a total-return perspective. Guest James A. Bianco
Craig is a New York Times Best Selling author. “The Caterpillar Way. Lessons in leadership, growth and shareholder value” was released in October of 2013, reaching #1 on the Barnes & Noble Best Seller List, and #8 on the New York Times Best Seller list in the business category. James V. Koch was once again Craig’s co-author. (McGraw Hill.) Craig became the Chairman of the Board and Chief Executive Officer of Signature Group Holdings (OTCQX: SGGH) in June, 2013 after leading a hostile proxy battle to remove thecompany’s board. This was Craig’s second successful hostile take-over on Wall Street. Craig is also the founder and current Chairman of the Board of Cambelle-Inland, LLC, a private company named after his daughter. Cambelle-Inland houses Craig’s investment activities in the steel industry and his investment in China. Guest Craig Bouchard
Karlyn Bowman compiles and analyzes American public opinion using available polling data on a variety of subjects, including the economy, taxes, the state of workers in America, environment and global warming, attitudes about homosexuality and gay marriage, NAFTA and free trade, the war in Iraq, and women's attitudes. In addition, Ms. Bowman has studied and spoken about the evolution of American politics because of key demographic and geographic changes. She has often lectured on the role of think tanks in the United States and writes a weekly column for Forbes.com Guest Karlyn Bowman
In 2011, USA Swimming named two-time Olympic coach Frank Busch (Tucson, Ariz.) as its National Team Director. Busch brings a wealth of coaching experience to the role, including 31 years as head coach at the University of Arizona and the University of Cincinnati, where he coached more than 30 swimmers to the Olympics. Busch was selected as the National Team Director following a worldwide search USA Swimming began in November of 2010. Candidates were reviewed by an application review committee, which included both coach and athlete representation. “Frank Busch’s accomplishments are extraordinary, but equally important is the fact that he is a person of impeccable character and highly respected by athletes and coaches,” said USA Swimming Executive Director Chuck Wielgus. “Frank will bring a lifetime of experience and wisdom to this new role, and he will represent our sport and our country in a manner that will give us all great pride.” Guest Frank Busch
Jim Carter is Vice President of Government Affairs at Emerson, a diversified global manufacturing and technology company based in St. Louis, Missouri. In addition to managing federal and state government affairs for Emerson, Mr. Carter’s lobbying portfolio ranges from tax and fiscal policy to international trade and federal regulation. Prior to joining Emerson, Mr. Carter served in the Bush and Clinton Administrations, as a senior staff member on the Senate Budget Committee, and as an economic/tax policy advisor to former Senators John Ashcroft and Connie Mack. Jim has served as a Deputy Undersecretary at the Department of Labor, a Deputy Assistant Secretary at the Department of Treasury, and as Associate Director of the National Economic Council at the White House. Mr. Carter has also served as Chief Economist and Senior Tax Advisor on the Republican staff of the U.S. Senate Budget Committee. In early 2000, at the invitation of the Russian government, Mr. Carter traveled to Moscow as part of a small international advisory team to advise President Vladimir Putin and his staff on tax and economic matters. At the conclusion of that effort, Mr. Carter contributed a chapter to Policies for Economic Growth: International Experience, later published—in both Russian and English—by the United States Agency for International Development (USAID). Mr. Carter has written more than 100 articles on fiscal policy, economics, and other public policy matters for leading publications, including The Wall Street Journal, Forbes, Investor's Business Daily, Politico, The Hill, and USA Today. He is a frequent speaker, including as an adjunct professor at The George Washington University and as a lecturer in the Public Management program at Johns Hopkins University. He holds degrees from George Mason University and Truman State University. Guest Jim Carter
Jerome Castellini is the founder, president, and chief investment officer of CastleArk Management, LLC. Jerry entered the investment industry directly from the University of Notre Dame in 1979 as an energy analyst at Harris Bancorp. In 1981, he moved to Kemper Financial to assume responsibility for the energy sector, and soon was made a portfolio manager. Eight years later, Jerry moved to Loomis, Sayles where he was a portfolio manager, eventually serving as Managing Partner of the Chicago office, along with Ed Clark. Jerry and Ed left Loomis, Sayles in 1999 to form CastleArk Management LLC. Jerry is frequently seen on CNBC discussing his thoughts on large cap growth stocks and the energy sector in particular. In addition to his role as Chief Investment Officer, Jerry also is part of the large cap growth team and manages all of the firm's energy related products. Guest Jerome Castellini
Kevin Cirilli is a political reporter for The Hill newspaper out of Washington. He covers political topics anywhere from Congress to financial regulation to election candidates. Kevin represents The Hill's non-partisan, fast-paced, fresh brand on national television outlets, including MSNBC in a weekly appearance. Prior to The Hill, Kevin reported for news outlets such as Politico, Men’s Health Magazine, and The Daily Beast. Mr. Cirilli received his B.A. in Journalism from Penn State University. Guest Kevin Cirilli
United Financial Bancorp, Inc. (NASDAQ Global Select "UBNK" ticker) is the bank holding company for United Bank and Rockville Bank (division of United Bank) a $5 billion CT state chartered community bank founded in 1858 with 60 branches in New England with principal executive offices in Glastonbury, CT. Mr. Crawford joined the bank in January 2011, taking the company public via a 2nd step equity conversion offering raising an additional $171 million in capital March 2011. He became president and CEO of the holding company and bank in April 2011. United Financial Bancorp Inc and Rockville Financial, Inc. completed their strategic merger of equals April 30, 2014 with a combined market cap exceeding $700 million. Per the merger agreement, Mr. Crawford became CEO of the combined companies and banks. Guest Bill Crawford
Ted Dabrowski is Vice President of Policy at the Illinois Policy Institute, where he develops and recommends solutions to the state’s economic and fiscal problems with a focus on Illinois budget and tax policy, health care, pension reform, education policy and job creation. Ted currently serves as a volunteer board member for Virtual Learning Solutions, a not-for-profit board that intends to open a charter school in Illinois. Recently, Ted was the lead consultant to the Education Committee for Gov. Quinn’s Taxpayer Action Board. That board was responsible for proposing efficiencies in state spending across the state’s various spending programs. Ted has also authored documents focused on the state’s education finances and the general state aid formula, as well as school vouchers. Guest Ted Dabrowski
Jon leads EarthRisk’s forecasting operations and consulting services for energy and agriculture markets. He drives our meteorology team to link forecast applications to client-based decisions. He constantly strives for an in-depth understanding of each unique client’s sensitivity to weather. Based in Chicago, Jon brings nearly 30 years of experience and is widely considered one of the foremost experts on the impact of weather and climate on global commodities. In 2008, Jon was a founding “Research Partner” with the Scripps Partnership for Hazards and Environmental Applied Research at Scripps Institution of Oceanography, UC San Diego. Jon and his team provided a significant contribution to the underlying technology that became EarthRisk Technologies in 2010. Prior to joining EarthRisk, Jon spent a decade as Chief Meteorologist at Chesapeake Energy, the largest natural gas producer in the United States. Guest Jon Davis
Jon leads EarthRisk’s forecasting operations and consulting services for energy and agriculture markets. He drives our meteorology team to link forecast applications to client-based decisions. He constantly strives for an in-depth understanding of each unique client’s sensitivity to weather. Based in Chicago, Jon brings nearly 30 years of experience and is widely considered one of the foremost experts on the impact of weather and climate on global commodities.
In 2008, Jon was a founding “Research Partner” with the Scripps Partnership for Hazards and Environmental Applied Research at Scripps Institution of Oceanography, UC San Diego. Jon and his team provided a significant contribution to the underlying technology that became EarthRisk Technologies in 2010. Guest Jon Davis
Shelley Davis joined the Forest Preserve Foundation as its inaugural executive director in 2013. As a seasoned leader in Chicago’s philanthropic and nonprofit sectors, Shelley has devoted her career to promoting a higher quality of life and equal opportunities for low-income communities. Shelley’s work has included: counseling domestic violence survivors, advocating for nontraditional, high-wage construction work for women, and evaluating and recommending more than $25 million in grants to nonprofit groups engaged in policy advocacy, community organizing, human services and the arts. Currently, Shelley is a lecturer at The University of Chicago’s Harris School of Public Policy, where she focuses on the public policy impact of nonprofit and philanthropic organizations Guest Shelley Davis
Adrian Day the Chairman and Chief Executive Officer of Adrian Day Asset Management. He is considered a pioneer in promoting the benefits of global investing in this country. A native of London, after graduating with honors from the London School of Economics, Mr. Day spent many years as a financial investment writer, where he gained a large following for his expertise in searching out unusual investment opportunities around the world. He has also authored two books on the subject of global investing: International Investment Opportunities: How and Where to Invest Overseas Successfully and Investing Without Borders. His latest book, widely praised by readers, is Investing in Resources: How to Profit from the Outsized Potential and Avoid the Risks (Wiley, 2010). Mr. Day is a recognized authority in both global and resource investing. He is frequently interviewed by the press, domestically and abroad. He is a popular speaker and frequently invited to lecture at financial conferences and seminars around the world. His pleasures include fine dining, reading (especially history), and the opera. Guest Adrian Day
Lisa M. Dietlin
Lisa M. Dietlin is President and CEO of Lisa M. Dietlin and Associates, Inc. Ms. Dietlin serves her clients as a philanthropic agent, assisting entrepreneurial individuals and nonprofit organizations in developing transformational philanthropic strategies. A much sought after guest for television and radio programs since 2007, Ms. Dietlin has been featured recently on The Weather Channel, WGN, Oprah and Friends Radio, National Public Radio, NBC-5, and other Chicago-land television media outlets. Ms. Dietlin is a regular contributor to The Huffington Post, USA Today, Marketwatch, Reuters and The Chronicle of Philanthropy. Guest Lisa M. Dietlin
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Chris Edwards is the director of tax policy studies at Cato and editor of www.DownsizingGovernment.org. He is a top expert on federal and state tax and budget issues. Before joining Cato, Edwards was a senior economist on the congressional Joint Economic Committee, a manager with PricewaterhouseCoopers, and an economist with the Tax Foundation. Edwards has testified to Congress on fiscal issues many times, and his articles on tax and budget policies have appeared in the Washington Post, Wall Street Journal, and other major newspapers. He is the author of Downsizing the Federal Government and co-author of Global Tax Revolution. Edwards holds a B.A. and M.A. in economics, and he was a member of the Fiscal Future Commission of the National Academy of Sciences. Guest Chris Edwards
Former US Congressman Philip English is a senior government relations advisor at Arent Fox and serves as co-chair, along with former Sen. Byron Dorgan, of the firm's government relations practice. While in Congress, he developed an interest and rich experience in trade, health care, and tax and energy policy. Phil currently assists clients in these areas, plus state and municipal government operations. He is also a member of the firm’s Colombia Working Group. Phil currently serves as Coordinator of the Healthcare Group Purchasing Industry Initiative (HGPII), which enforces industry standards, promotes best business practices, and monitors adherence to its ethics code by healthcare group purchasing organizations (GPOs). HGPII is an independent ethics oversight organization with responsibility for a major part of the healthcare supply chain. Guest Phil English
Marcy Euler is entering her third year as Executive Director of the Tucson Festival of Books. Currently she serves on the board of the Catholic Tuition Support Organization. Past charitable board seats include National Charity League, Inc., Tucson Chapter and the Ben’s Bells Project. Since joining the non-profit sector, Marcy has helped raise over $2 million for various organizations. Before leaving her career to stay at home with her young children, Marcy was responsible for registration and orientation programs at the University of Arizona. She also worked on admissions and recruitment initiatives, supervised student tour guides and managed the systems unit for the UA undergraduate admissions office. Previous community involvement includes work with Tucson Community School, the Junior Leagues of Tucson and Austin, All Austin Cooperative Nursery School, Bridgepoint Elementary School, St. Ambrose Catholic School & Parish and Catalina Terrace Athletic Program. In 2009, the Euler’s spent six months traveling the country and homeschooling their two children. The adventure touched every corner of the country and exposed the entire family to the natural and historic wonders of the United States. They covered over 20,000 miles, visited 55 national parks, and 35 state capitols during the journey. Marcy completed a bachelor’s degree at Montana State University (Bozeman), earned a master’s degree from Bowling Green State University (Ohio) and is a graduate of the Greater Tucson Leadership program. Guest Marcy Euler
Milton Ezrati is the Senior Economist and Market Strategist at Lord Abbett. Mr. Ezrati joined Lord Abbett in 2000, and was named a Partner in 2004. Prior to joining Lord Abbett, he was Senior Vice President and Head of Investing for the Americas at Nomura Asset Management USA. He began his career in the financial services industry in 1971. A recognized authority on a range of global and domestic financial issues, Mr. Ezrati speaks to audiences across the U.S., Europe, and Asia. He frequently contributes to and is quoted in a variety of publications, including The Wall Street Journal, Barron’s, and Financial Times, and appears on financial television providing market commentary. Mr. Ezrati is the author of Kawari, one of the foremost books detailing the economic changes in Japan. He is an Affiliate of the Center on Human Capital and Economic Growth in the Department of Economics at the State University of New York at Buffalo and has given lectures at several schools, including New York University and the Fletcher School at Tufts University. Guest Milton Ezrati
Kendall Farrell is the Executive Director of Bottomless Closet NYC, a nonprofit that offers innovative workforce preparation for disadvantaged New York City women transitioning from unemployment and public assistance. Kendall has over 20 years of experience in the nonprofit sector, previously working for organizations such as the Women’s Rape Crisis Center, Vermont CARES, and Dalton Drive. She holds a bachelor’s degree in Sociology from Hobart and William Smith Colleges and studied nonprofit management at the Columbia Business School. Guest Kendall Farrell
Since joining UBS in 1998, Stephen has served as an economist and public policy analyst in a range of positions. Since 2004, he has been an Investment Strategist within Wealth Management Research. In March 2007, Stephen transferred from Switzerland to the Americas team as Global Investment Strategist, and has been spearheading the Asset Allocation process. He is a core member of the Wealth Management Americas Investment Committee, a lead analyst of the monthly flagship publication, the Investment Strategy Guide, and a regular contributor to a variety of topical research reports. Guest Stephen Freedman
Diana Furchtgott-Roth, former chief economist of the U.S. Department of Labor, is director of Economics21 and senior fellow at the Manhattan Institute for Policy Research. She is a columnist for MarketWatch.com, and Tax Notes. From 2003 to 2005, Ms. Furchtgott-Roth was chief economist of the U.S. Department of Labor. From 2001 to 2002 she served as chief of staff of President George W. Bush's Council of Economic Advisers. Ms. Furchtgott-Roth served as deputy executive director of the Domestic Policy Council and associate director of the Office of Policy Planning in the White House under President George H.W. Bush from 1991 to 1993, and she was an economist on the staff of President Reagan’s Council of Economic Advisers from 1986 to 1987. Ms. Furchtgott-Roth is the author of Regulating to Disaster: How Green Jobs Policies are Damaging America's Economy (Encounter Books, 2012) and Women's Figures: An Illustrated Guide to the Economic Progress of Women in America (AEI Press, 2012). She is the editor of Overcoming Barriers to Entrepreneurship in the United States (Rowman and Littlefield, 2008). Her articles have been published in the New York Times, Washington Post, Financial Times, The Wall Street Journal, Investor's Business Daily, the Los Angeles Times, and Le Figaro, among others. Ms. Furchtgott-Roth’s areas of expertise include employment, taxation, education, pensions, unionization, and immigration. Ms. Furchtgott-Roth was assistant to the president and resident fellow at the American Enterprise Institute from 1993 to 2001. From 1987 to 1991 she was an economist at the American Petroleum Institute, where she authored papers on energy and taxation. Ms. Furchtgott-Roth received her B.A. in economics from Swarthmore College and her M.Phil. in economics from Oxford University. Guest Diana Furchtgott-Roth
Denis J. Gallagher
Denis J. Gallagher, Founder, Chairman and Chief Executive Officer of Student Transportation Inc., has over 37 years of experience in the passenger transportation industry. He directs the strategic operations of STI while leading and developing investor activities through capital raises and debt financing for the company. Gallagher is a proven senior executive who has spent his entire career in transportation. He has been deeply involved in developing the culture of the company, one that is based on family values and respect for all. In 1997, Gallagher formed Student Transportation Inc., making him the third generation in his family to found and head a passenger transportation company. Prior to forming Student Transportation Inc., Gallagher was Regional Vice President and then Senior Vice President of Operations for Laidlaw Passenger Services Group, with responsibility for over 200 locations in the U.S. Guest Denis J. Gallagher
Dennis Gartman appears on CNBC, ROB-TV and Bloomberg television, discussing commodities and the capital markets, and speaks before various associations and trade groups around the world. In 1987, he began producing The Gartman Letter on a full-time basis, which he continues to do today.
Gartman has been directly involved in the capital markets since 1974, after his graduate work at the North Carolina State University. He was an economist for Cotton Inc. in the early 1970s, analyzing cotton supply/demand in the US textile industry.
He then went to NCNB National Bank in Charlotte, N.C., where he traded foreign exchange and money market instruments. In the late '70s, Gartman became the chief financial futures analyst for A.G. Becker & Company in Chicago. He was an independent member of the Chicago Board of Trade until 1984, trading in treasury bond, treasury note and GNMA futures contracts. In 1984, Gartman moved to Virginia to run the futures brokerage operation for the Sovran Bank. Guest Dennis Gartman
J. Christopher “Chris” Giancarlo was nominated by President Obama on August 1, 2013 and confirmed by unanimous consent of the U.S. Senate on June 3, 2014. On June 16, 2014, Mr. Giancarlo was sworn in as a CFTC Commissioner for a term expiring in April 2019.
Before entering public service, Mr. Giancarlo served as the Executive Vice President of GFI Group Inc., a financial services firm. Prior to joining GFI, Mr. Giancarlo was Executive Vice President and U.S. Legal Counsel of Fenics Software and was a corporate partner in the New York law firm of Brown Raysman Millstein Felder & Steiner. Mr. Giancarlo joined Brown Raysman from Giancarlo & Gleiberman, a law practice founded by Mr. Giancarlo in 1992 following his return from several years in London with the international law firm of Curtis, Mallet-Prevost, Colt & Mosle.
Mr. Giancarlo was also a founding Co-Editor-in-Chief of eSecurities, Trading and Regulation on the Internet (Leader Publications). In addition, Mr. Giancarlo has testified three times before Congress regarding the implementation of the Dodd-Frank Act, and has written and spoken extensively on public policy, legal and other matters involving technology and the financial markets.
Mr. Giancarlo was born May 12, 1959 in Jersey City, New Jersey. He attended Skidmore College in Saratoga Springs, New York where he graduated Phi Beta Kappa with Government Department Honors. Mr. Giancarlo received his law degree from the Vanderbilt University School of Law where he was an associate research editor at the Vanderbilt Journal of Transnational Law and President of the Law School’s International Law Society. Mr. Giancarlo has been a member of the Bar of the State of New York since 1985. Guest Christopher Giancarlo
As managing director and head economist for Commercial Banking, James Glassman provides market insights to help clients better understand the changing economy and its impact on their business. Mr. Glassman also works closely with the firm's Corporate Sector, including the Chief Investment Office and Investor Relations, as well as the Investment Bank and Government Relations groups, providing financial analysis and research. A publisher of independent research on the principal forces shaping the economy and financial markets, Mr. Glassman is regularly cited in the financial media, where he is also a frequent commentator on economic policy issues. Additionally, he is a long-standing participant in the widely-followed Federal Reserve Bank of Philadelphia Survey of Professional Forecasters and the National Association of Business Economists' panel of macro-economic forecasters. Guest James Glassman
David’s professional career began in 1982 when he obtained his CPA and worked as an auditor and then tax accountant with Price Waterhouse in Chicago. From 1985 to 2008 he has been a financial advisor with Smith Barney, Inc., where he was a Senior Vice President, a Senior Investment Management Consultant, and a member of the firm’s Chairman’s Council since 1990. He is now a Director at Private Banking USA, a division of Credit Suisse and a principal of the Hirsch-Kelly Group. Their clients include foundations, endowments, profit sharing plans, as well as a large number of business owners and professionals. They pride themselves on taking a consultative approach in a product-driven industry. David is founder of Illinois Fatherhood Initiative, the country’s first state wide non-profit fatherhood organization, whose mission is connecting children and fathers by promoting responsible fathering and helping to equip men to become better fathers and father-figures. Guest David Hirsch
Chief Market Strategist at Wunderlich Securities. Lazard Capital Markets April 2011 – December 2013 (2 years 9 months) Management of all aspects of Lazard Capital Markets Equity Research; helping to maximize impact within the marketplace by shaping message, style, content and delivery. Recruit, train, mentor and evaluate Research Analysts and Associates. Member of Lazard Capital Markets Investment Policy Committee. Chair of Lazard Capital Markets Associate development committee, Author Lazard Capital Markets Fresh Money Idea List-Monthly report that is culled from our equity research coverage universe and represents fundamentally sound, high quality stocks that we believe are poised to outperform. Guest Art Hogan
Diane Hollingsworth is the executive director of the Illinois Eye-Bank (illinoiseyebank.org), a nonprofit whose mission is to "preserve and restore sight, through transplantation, research, education and partnership." Diane has been with Eversight since August 2010, after eight years at the National Kidney Foundation of Illinois, where she served as Director of Medical Education. She also spent 20 years in senior sales and marketing management positions at IBM, Siemens and Rockwell. She has a Bachelor’s degree in Business Administration from Western Michigan University. Diane is an active volunteer for the National Kidney Foundation of Illinois and a member of the Naperville Noon Lions Club. Guest Diane Hollingsworth
Douglas Holtz-Eakin has a distinguished record as an academic, policy adviser, and strategist. Currently he is the President of the American Action Forum and most recently was a Commissioner on the Congressionally-chartered Financial Crisis Inquiry Commission. Since 2001, he has served in a variety of important policy positions.
During 2001-2002, he was the Chief Economist of the President’s Council of Economic Advisers (where he had also served during 1989-1990 as a Senior Staff Economist). At CEA he helped to formulate policies addressing the 2000-2001 recession and the aftermath of the terrorist attacks of September 11, 2001. From 2003-2005 he was the 6th Director of the non-partisan Congressional Budget Office, which provides budgetary and policy analysis to the U.S. Congress. During his tenure, CBO assisted Congress as they addressed numerous policies -- notably the 2003 tax cuts (JGTRRA), the Medicare prescription drug bill (MMA), and Social Security reform.
During 2007 and 2008 he was Director of Domestic and Economic Policy for the John McCain presidential campaign. Following the 2008 election Dr. Holtz-Eakin was the President of DHE Consulting, an economic and policy consulting firm providing insight and research to a broad cross-section of clients Guest Douglas Holtz-Eakin
Leslie Van Horn
Executive Director of the Federation of Virginia Food Banks, has a 30-year career in management, including general management, accounting, and Human Resources. For the past 14 years, Ms. Van Horn has worked with nonprofit organizations in the Hampton Roads area. In her current position, Ms. Van Horn has worked with the Virginia Department of Social Services to increase participation in Food Stamps (SNAP) and joined efforts with the State Attorney General’s office and the Virginia Bar Association on the yearly Legal Food Frenzy Campaign, which has brought in the equivalent of over 11.4 million pounds of food for the state’s food banks since 2007. Ms. Van Horn created the “Fresh Food for Virginians” program in 2010 to help the seven Federation food banks acquire and distribute fresh produce to their clientele. Since its inception, this program has helped distribute almost 3 million pounds of fresh food to food-insecure Virginians. Guest Leslie Van Horn
Ron Insana is a contributor to CNBC and MSNBC, where he discusses the most pressing economic and market issues of the day. He also delivers The Market Scoreboard Report to radio stations around the country. He has written for Money magazine and USA Today and has hosted two nationally syndicated radio programs.
In addition to his work as a business journalist, Insana was the CEO of Insana Capital Partners, from 2006-2008, which, at its peak, managed the $125 million Insana Capital Partners "Legends Fund". For nearly three decades, Insana has been a highly respected business journalist and money manager, who began his career at the Financial News Network in 1984 and joined CNBC when FNN and CNBC merged in 1991. Insana is well-known for his high-profile interviews, which included Presidents Clinton and Bush; billionaire investors Warren Buffett, George Soros and Julian Robertson, among others: captains of industry from Bill Gates to Jack Welch and to the late Steve Jobs, top economists, analysts and global heads of state, from Former Soviet leader, Mikhail Gorbachev, to Jordan's current Queen, Rania Guest Ron Insana
Paul H. Irving
Paul H. Irving is chairman of the Milken Institute Center for the Future of Aging and distinguished scholar in residence at the University of Southern California Davis School of Gerontology. Irving, who previously served as the Institute’s president, is a nationally recognized thought leader in the field and has led the Institute’s work promoting healthy, productive and purposeful aging. He is the author of “The Upside of Aging: How Long Life Is Changing the World of Health, Work, Innovation, Policy, and Purpose” (Wiley, 2014), and his work is regularly featured in major media outlets. Under Irving, the Institute launched its “Best Cities for Successful Aging” initiative — a report, index and data site that evaluates and ranks U.S. metropolitan areas based on amenities, infrastructure and opportunities for engagement for older adults. In 2014, he was honored with the Janet L. Witkin Award by Affordable Living for the Aging. Guest Paul H. Irving
James Iuorio is managing director of TJM Institutional Services and a futures and options trader. He graduated from the University of Illinois with a B.A. in economics in 1987 and has been working on the trading floor of the CME ever since. The majority of his floor time has been spent brokering futures and options trades for large institutional clients. His focus in recommending trades to clients has consistently had a macro economic theme and, therefore, been centered around broad market indexes such as global interest rate futures and options, equity indexes, FX and commodity futures. Iuorio is also an active trader of futures, equities and options. His trading strategy blends macro economics with technical strategies and attempts to take advantage of anomalies in options markets. Guest James Iuorio
Elan Journo is a fellow and director of Policy Research at the Ayn Rand Institute. He writes, speaks and gives interviews for ARI; he is a senior editor, and he teaches at the Objectivist Academic Center. He specializes in the application of Rand’s ethics of rational egoism to public policy issues, and his research and writing focus on American foreign policy. His 2009 book, Winning the Unwinnable War: America’s Self-Crippled Response to Islamic Totalitarianism, analyzes post-9/11 U.S. foreign policy from the perspective of Rand’s philosophy. His work has appeared in Foreign Policy, the Whitehead Journal of Diplomacy and International Relations, the Journal of International Security Affairs and in popular media outlets, including Foxnews.com, Los Angeles Times, Chicago Sun-Times, Australia’s Herald Sun and Canada’s Globe and Mail. He has been interviewed on Fox News Channel, PBS, NPR and hundreds of radio programs nationally and internationally. Guest Elan Journo
Karen Kay is the Director of Development at The Gateway for Cancer Research. With almost 20 years of comprehensive experience in all aspects of nonprofit business management, Karen specializes in strategic planning, major gift development, community partnerships, and board recruitment/ engagement. Gateway for Cancer Research funds innovative research focused on saving the lives of today’s cancer patients. Guest Karen Kay
John joined Reuters in 2008 as one of its first financial columnists, specialising in commodities and energy. While his main focus is on oil markets, he has written broadly on the emergence of commodities as an asset class, regulatory issues and macroeconomic themes. Before joining Reuters, John spent seven years as a senior analyst for Sempra Commodities (now part of JP Morgan) covering base metals and crude oil. Previously, he worked as an analyst on world trade, banking and financial regulation for consultancy Oxford Analytica Guest John Kemp
Julia Koch is the Director of Development & Advocacy for The Hope Project. They can be found at - http://www.hopeprojectusa.org/ Guest Julia Koch
Randall S. Kroszner
Norman R. Bobins Professor of Economics University of Chicago Randall S. Kroszner served as a Governor of the Federal Reserve System from March 2006 until January 2009. During his time as a member of the Federal Reserve Board, he chaired the committee on Supervision and Regulation of Banking Institutions and the committee on Consumer and Community Affairs. In these capacities, he took a leading role in developing responses to the financial crisis and in undertaking new initiatives to improve consumer protection and disclosure, including rules related to home mortgages and credit cards, and was director of NeighborWorks America. He represented the Federal Reserve Board on the Financial Stability Forum (now called the Financial Stability Board), the Basel Committee on Banking Supervision, and the Central Bank Governors of the American Continent. As a member of the Fed Board, he was also a voting member of the Federal Open Market Committee Guest Randall S. Kroszner
Lawrence Kudlow is a CNBC senior contributor.
Previously, Kudlow was anchor of CNBC's prime-time program "The Kudlow Report" (7 p.m. to 8 p.m. ET).
He is also the host of "The Larry Kudlow Show," which broadcasts each Saturday on WABC Radio and is syndicated nationally by Citadel Media. Kudlow is a nationally syndicated columnist. He is a contributing editor of National Review magazine, as well as a columnist and economics editor for National Review Online. He is the author of "American Abundance: The New Economic and Moral Prosperity."
During President Reagan's first term, Kudlow was the associate director for economics and planning, Office of Management and Budget, Executive Office of the President, where he was engaged in the development of the administration's economic and budget policy. Guest Lawrence Kudlow
Anne Ladky is a founding member of Women Employed. She joined the staff in 1977, and was named director in 1985. Ladky is a nationally recognized expert on equal opportunity issues, workplace fairness, workforce development and higher education policy, and issues affecting low-paid working women. She has developed and directed innovative advocacy and training programs designed to improve women's economic status. She is the author of numerous reports, articles, and testimony on women's economic issues. Under Ladky’s leadership, Women Employed has won numerous awards for program and management excellence, including the U.S. Department of Labor’s Exemplary Public Interest Contribution (EPIC) Award, the Alphawood Foundation’s Award for Sustained Excellence in Advocacy, the Sara Lee Spirit Award for organizational excellence, and the Lloyd A. Fry Foundation Urban Leadership Award. Ladky has served on many public boards and commissions including the Chicago Workforce Investment Council, the Chicago Workforce Board, the Higher Education Finance Study Commission, the Illinois Workforce Investment Council, and the Community Advisory Council of the City Colleges of Chicago. In 2007, she was named a Visiting Social Activist at the Center for the Education of Women at the University of Michigan. Ladky holds a Bachelor of Arts degree from Northwestern University. Guest Anne Ladky
Stephen Landry returns to Ernst & Young LLP, where he began his tax career in 1985 and became a partner in 1998 before his 2007 move to Marathon Oil Company. While at Marathon, he served as Vice President of Tax responsible for the coordination of worldwide income and transaction taxes. During his tenure at Marathon, Landry and his team helped successfully complete a tax-free spin-off of downstream operations. This transaction resulted in the creation of two separate tax departments to serve the needs of the newly formed Fortune 100 company, as well as its parent. Under his leadership, the tax department reporting relationships were re-assigned, the company implemented a new tax accounting and compliance system and developed and implemented tax planning strategies in several regions of the world. Previously at Ernst & Young LLP, he managed a three-state practice group and was actively involved in educational training for new hires. Landry is based in Houston. Guest Stephen Landry
Amanda Lang is the senior business correspondent for CBC News, contributing regularly to CBC News The National. She also anchors The Lang & O'Leary Exchange on CBC News Network, appearing with "dragon" Kevin O'Leary. Before joining CBC, Lang hosted Business News Network's SqueezePlay. She is a veteran business journalist who got her start at The Globe and Mail before moving to the Financial Post, first as a technology reporter and later as the paper's New York correspondent. Lang began her television career in 1999, at the newly launched Report on Business Television (now known as Business News Network). During that time she has also worked as a reporter and anchor at CNN. Lang is a frequent guest speaker on business and economics, and is the best selling author of The Power of Why. Guest Amanda Lang
Missy Lavender is the Founder and Executive Director of WHF. Prior to her life as a Pelvic Health Evangelist, she had a long career in real estate finance, development, and investor relations. Missy is a national speaker on pelvic health and has been featured in numerous press outlets, print, radio, and television, recently featured as one of Chicago’s top 100 “Women of Inspiration,” in Today’s Chicago Woman Magazine. She is the author of two books, “You Go Girl…But Only When You Want To!”and “You Go Girl…But Only When You Want To! Senior Edition.” Her forthcoming book, “Below Your Belt: A Girl’s Guide To Pelvic Health” will be published in 2014. Missy’s other activities include being on the Board of Personal PAC, Pelvic Floor Disorders Network, CMomA, and the Azadi Foundation, and a founding member of First Tuesday, an innovative women’s resource group. Missy is actively involved with her children’s schools, is a member of the Leader Council for Mercy Homes for Boys and Girls, and sings in the choir of her church. A mother of two, Ms. Lavender holds an MBA from the Kellogg School of Management at Northwestern University. Guest Missy Lavender
Joseph A. LaVorgna is a managing director and serves as chief U.S. economist in charge of U.S. macroeconomic research for Global Markets, Deutsche Bank Securities. He joined Deutsche Bank in 1997 from Lehman Brothers, where he was a vice president in the Fixed Income Division. He is a frequent commentator for CNBC as well as various other media outlets. Prior to joining Lehman, LaVorgna was an economist at UBS Securities, and he started his professional career at the Federal Reserve Bank of New York in 1992, where he was an economist on the Monetary Analysis and Projections Staff. LaVorgna and his colleagues were ranked No. 1 in economics in the 2010 Institutional Investors' All-Star Fixed Income Survey. He is a graduate of Vassar College. Guest Joe Lavorgna
Jennifer has been with BMO Capital Markets Economics for well over a decade and is perhaps best known in the firm and with clients for her high-frequency data analysis on market-moving U.S. economic releases. Her entertaining, easy-to-understand and call-it-like-it-is writing style has earned her a devoted following. Jennifer is also one of the primary authors of the Department's morning commentary, providing analysis of major economic and political events. As well, she gives regular economic commentary to the global equities sales and trading team following the release of impactful economic data, and monthly presentations on macroeconomic trends to BMO's commercial bankers. Jennifer is frequently quoted in the print media and interviewed on the radio. Guest Jennifer Lee
Jimmy D. Lee
Jimmy D. Lee comes to Goodcity with vast experience in the government and nonprofit industries both locally and globally. In 2009, Jimmy was named one of Crain’s 40 Under 40 following his bid for the United States Congress in the 11th Congressional District of Illinois. He was the former Executive Director for the White House Initiative on Asian Americans and Pacific Islanders under former President George W. Bush, the former Executive Director of the Chicago Chinatown Chamber of Commerce, the former Commissioner for the President’s Advisory Commission on Asian Americans and Pacific Islanders, and the former Special Assistant for the Governor of the State of Illinois under former Governor George H. Ryan. Guest Jimmy D. Lee
James Lucier is a Managing Director at Capital Alpha Partners, LLC, where he leads the energy & environmental practice. Lucier provides predictive, insightful analysis of trends in Washington energy and climate policy for an array of clients including asset managers, private equity investors, commodity traders, and investment bankers. His fields of expertise are domestic U.S. energy production, alternative energy, energy infrastructure and electric power, especially as they are impacted by regulation, litigation, and the U.S. political cycle. Before co-founding Capital Alpha Partners in 2007, Lucier was a Senior Vice President at Prudential Equity Group, where for nine years he was a member of Prudential’s well-known Washington strategy group (repeatedly ranked #1 by Institutional Investor Magazine) and of equity research teams covering oil & gas, power & utilities, and industrials. Guest James Lucier
Kate Maehr was appointed chief executive officer of the Greater Chicago Food Depository, the food bank that serves Cook County, Illinois, in 2006. Since her appointment, the Food Depository has increased the annual distribution of food by 65 percent, to 66 million pounds of nutritious food. Before becoming chief executive officer, Kate oversaw the Food Depository’s fundraising, public policy and communications initiatives. She is the president of Feeding Illinois, the state’s coalition of food banks, and is a member of the Economic Club of Chicago and The Chicago Network. In 2009, Kate was appointed to the Illinois Reform Commission. She was named one of Chicago’s “40 under 40” by Crain’s Chicago Business in 2004. Kate holds a bachelor’s degree from Macalester College and a master’s degree in Public Policy and Administration from the University of Wisconsin. Kate and her husband, Sam, have two young sons, Joe and Ben. Guest Kate Maehr
As Executive Vice President, Todd Maisch oversees the Business Services Division, Government Affairs and the Membership and Marketing Department. Maisch is also responsible for the overall development and implementation of the Chamber’s government affairs program and serves as the Chamber’s primary contact for legislators, legislative staff members and the Executive Branch. Maisch also serves as Executive Director of the Illinois Chamber Political Action Committee where he is responsible for designing and implementing political and fund-raising strategies. He oversees development of policy positions and advocacy actions by the Chamber’s business issue councils. Guest Todd Maisch
Mark Malik is a recognized business leader known for his innovative approach and strategic vision. Mark offers a unique blend of financial, executive and global client building acumen at Wolf Hedge. As the Founder and Fund Manager of Wolf Hedge, Mark has built a premier alternative investment fund that consistently delivers results by aligning industry aptitude, client service and business excellence. Mark acquired a reputation of drive, determination and diligence during his many years as a stockbroker and portfolio manager on Wall Street. He has over a decade of experience on Wall Street in brokerage and in management. Mark used to lead teams to manage assets over USD 5 billion at various alternative asset management firms in New York. He became a seasoned and respected manager with experience in participating in investments in over 100 publicly traded companies. By personifying the tenets of quality, integrity, efficiency and innovation, Mark is the entrepreneurial catalyst that has fostered the appetite of ingenuity, originality, creativity and a distinct inventiveness that is uniquely found at Wolf Hedge. While Mark managed a successful team and handled a substantial portfolio of global clients, he found that the model under which he operated — commission regardless of results — to be flawed. Accordingly, he sought out a platform that would better personify his method. Mark is fully committed to a vision for his firm with the central tenants of performance, service and satisfaction. Mark has education background from Harvard University and the City University of New York. He also has Series Licenses 7 and 63. He continues to reside in New York and maintains an active membership in the global financial community. Guest Mark Malik
This smart looking guy is our agency’s president. When he’s not sitting in his not-so-oval office looking official, he’s busy writing books and winning awards for them. Check out When Growth Stalls and Power Branding. He has nearly three decades of experience as a leading brand strategist and is the pioneer of MWC’s noted Charrette® planning process. He’s a longtime marketing columnist for BusinessWeek.com, and the founder of a tech startup in San Francisco. He has been published or quoted in The New York Times, USA Today, Advertising Age, Adweek, Investor’s Business Daily and The Los Angeles Times (among others), and has appeared on CNBC, ESPN2, CNNfn, Bloomberg radio, and network television affiliates across America. Give him a shout. You’ll be surprised by what he has to say. Guest Steve McKee
A proven leader in the corporate and social change sectors, Dorri McWhorter brings nearly 20 years of experience to her position as YWCA Metropolitan Chicago’s chief executive officer. A socially-conscious business leader throughout her career, McWhorter is an active member of Chicago’s civic, business and philanthropic communities. Most recently, she was a partner at Crowe Horwath LLP, one of the largest accounting firms in the U.S. She has also held senior positions with Snap-on Incorporated and Booz Allen Hamilton. McWhorter has won numerous awards and accolades, including Athena International’s Young Professional Leadership Award (2010), Chicago Business Leader of Color (2009 honoree), Diversity MBA Magazine’s Top 100 Under 50 Executive Leaders (2009 recipient) and the Illinois CPA Society’s Outstanding Leadership in Advancing Diversity Award (2010). She received her bachelor’s in business administration from the University of Wisconsin-Madison and her master’s in business administration from Northwestern University’s Kellogg School of Management. Guest Dorri McWhorter
Seth Merrin is an entrepreneur, global business leader and philanthropist who has reinvented how Wall Street can work for good and use technology to make the markets safer and more efficient for investors. As founder and CEO of Liquidnet, Seth has built a different kind of financial services company that is dedicated to rewiring the asset management industry by eradicating market inefficiency, driving investment performance and enabling the efficient flow of investable assets around the world.
As the global institutional trading network, Liquidnet connects more than 700 of the world’s leading asset managers to large-scale equity trading opportunities in 43 equity markets across five continents. Today, asset managers rely on Liquidnet to help them protect the performance of their portfolios by allowing them to trade more efficiently benefitting the millions of people who invest in mutual, managed, retirement, or other equity investment funds. Liquidnet continues to be recognized for the value it delivers—best execution, superior liquidity, and protection for large orders—with dozens of accolades and awards including being named the #1 Broker in the World by Abel/Noser two years in a row. Guest Seth Merrin
Rob Nichols joined the Financial Services Forum in June of 2005. Cited as, “Perhaps the country’s most powerful trade association,” by Time, the Financial Services Forum is a non-partisan financial and economic policy organization comprising the chief executive officers of 18 of the largest and most diversified financial institutions with business operations in the United States. As President and Chief Executive Officer, Nichols supervises all activities of the organization. Working with the member institutions, Nichols provides strategic leadership and coordinates the Forum’s efforts to educate the public about the importance of robust capital markets, encourage a competitive global marketplace, and shape the national and international regulatory dialogue. Nichols is frequently cited by the news media on capital markets and financial services issues. He is regularly quoted in publications such as The Wall Street Journal, The Washington Post, and The New York Times, and frequently appears on CNBC, Fox Business News and Bloomberg. He has testified on several occasions before the House Committee on Financial Services and the Senate Committee on Banking, Housing and Urban Affairs, two key Congressional committees that oversee the financial services industry. Guest Rob Nichols
Jens Nordvig, Managing Director, is Co-Head of Global Markets Research, Americas and Global Head of Currency Strategy at Nomura, the global investment bank. He is responsible for developing Nomura’s Research franchise in the Americas, and coordinating the delivery of market-leading content across product lines. Jens joined Nomura in October 2009, from investment management firm, Bridgewater Associates, where he worked as a Senior Currency Strategist. Prior to that, Jens worked for eight years at Goldman Sachs London and New York in various senior research positions, most recently as a Managing Director and Co-Head of Global Currency Strategy. Before joining Goldman Sachs, Jens was an Emerging Markets Economist with IDEA Global in London. Jens is ranked #1 in Currency/Foreign Exchange in Institutional Investor’s All America Fixed Income 2013 Survey, an accolade he has earned for the third year running. Guest Jens Nordvig
Grover Norquist is president of American’s for Tax Reform (ATR), a taxpayer advocacy group he founded in 1985 at President Reagan’s request. ATR works to limit the size and cost of government and opposes higher taxes at the federal, state, and local levels and supports tax reform that moves towards taxing consumed income one time at one rate. ATR organizes the Taxpayer Protection Pledge, which asks all candidates for federal and state office to commit themselves in writing to the American people to oppose all tax increases. In the 113th Congress, 219 House members and 39 Senators have taken the pledge. On the state level, 14 governors and 1035 state legislators have taken the pledge.
Norquist chairs the Washington, DC – based “Wednesday Meeting,” a weekly gathering of more than 150 elected officials, political activists, and movement leaders. The meeting started in 1993 and takes place in ATR’s conference room. There are now 60 similar “center-right” meetings in 48 states. Guest Grover Norquist
Jim O'Sullivan is the Chief U.S. Economist at High Frequency Economics. He is valued by traders and investors for successfully combining broad macro analysis with expertise in the data and events that set the tone for financial markets from week to week. According to MarketWatch, he is the "most accurate forecaster in America over the past 10 years." He was MarketWatch Forecaster of the Year for 2004, 2006, 2008, 2011, 2012, 2013 and 2014, seven of the 11 years since the award was created. Ranking is based on accuracy in projecting U.S. economic indicators, with virtually all Wall Street economists tracked. He has been MarketWatch Forecaster of the Month twelve times, most recently in January 2015. O'Sullivan has been co-ranked as top U.S. economic analyst three times in Institutional Investor's survey of U.S. fixed-income investors, and he has been ranked among the top three analysts five times. Prior to joining High Frequency Economics, O'Sullivan served as Chief Economist at MF Global, where he built the firm's global economics department. He was Senior U.S. Economist at UBS from 2001 to 2009. O'Sullivan began his career at J.P. Morgan in 1985, where he authored the U.S. section of Global Data Watch, the firm's flagship publication. He is the editor and lead author of Data Decoder: An Investor's Guide to the U.S. Economy, a guidebook for tracking the U.S. economy, published in 2002. O'Sullivan earned an M.A. in economics from Queen's University in Kingston, Ontario. He holds a B.A. in economics from Trinity College in Dublin, where he was named a Scholar of the University. Guest Jim O'Sullivan
Carmen Patlan is the Community Engagement and Spanish Literacy Manager for the Waukegan Public Library. Drawing her inspiration from her own experience as an immigrant from Mexico growing up in the Chicago area, Patlan is highly involved in her local Latino community and works to provide high-quality social services to people in need. Guest Carmen Patlan
Gideon Rachman is chief foreign affairs commentator for the Financial Times. Based in London, Gideon translates his extensive travels and his remarkable access to world leaders into a uniquely local insider’s view of global events. He speaks authoritatively about economics, politics, and globalization as they apply to Asia, Europe, the Middle East, the Americas, and more. At the FT, Gideon writes a weekly column on international politics as well as feature articles. He has reported for the FT from all over the world. Before joining the FT in 2006, he worked for The Economist for 15 years in a range of jobs, including as a foreign correspondent in Brussels, Bangkok and Washington and as business editor. His book Zero-Sum World, about the future of international relations was published in the UK in late 2010. The New York Times called it “perhaps the best one-volume account now available of the huge post-communist spread of personal freedom and economic prosperity.” Guest Gideon Rachman
Gerald Richards is the Chief Executive Officer of 826 National. With twenty years of management and development experience at national nonprofit organizations, including the Network for Teaching Entrepreneurship where he served as the Executive Director of the Bay Area office, Gerald is a respected trainer and sought after speaker on topics of youth and education access. He is interviewed regularly on these topics and has appeared on NBC’s Nightly News with Brian Williams, CNN’s Anderson Cooper’s 360, and The Michael Eric Dyson Show, as well as in articles in publications including The San Francisco Examiner and Inc. Magazine. He has also served as an education expert for national marketing campaigns promoting creativity in and outside the classroom. In 2008, he was named one of 101 African-American Champions for Youth in the Bay Area. Gerald has conducted trainings and presented at conferences including the National Conference on Student Assessment, The Power of Youth Entrepreneurship at Stanford University, Craigslist Foundation’s Nonprofit Boot Camp, and the CA/NFTE Entrepreneurship BizCamp, and represented 826 National at the Clinton Global Initiative’s 2011 Annual Conference, the 2011 PSFK Conference, the 2011 Big Ideas Fest, and the Rhode Island School of Design. His nonprofit career also includes positions with the United Negro College Fund; University of California, San Francisco; the J. David Gladstone Institutes; Chicago Panel on Social Policy; and The Cradle Foundation. He has managed flourishing relationships and partnerships with corporate, foundation, education and governmental entities including Citi, Merrill Lynch/Bank of America, the Lyles Center for Entrepreneurship at Fresno State, and the San Francisco Mayor’s Office. Mr. Richards has a BA in Film Studies from Wesleyan University and an MFA in Writing from the School of the Art Institute of Chicago Guest Gerald Richards
Diana Rickert serves as the Vice President of Communications for the Illinois Policy Institute. In this role, Diana leads the Institute’s media strategy and outreach efforts which spread the message of free markets through newspapers, radio, TV and other mediums. Before joining the Institute, Diana wrote for daily newspapers for more than nine years under the byline Diana Sroka. Most recently, Diana was a reporter for the Northwest Herald newspaper in northwest suburban Chicago. In 2011, her reporting on Illinois’ public employee pension crisis garnered more than eight prestigious journalism awards from the Illinois Press Association, the Northern Illinois Newspaper Association and the Local Media Association, formerly known as Suburban Newspapers of America. Diana’s pension reporting also was a finalist for a Lisagor award for investigative reporting from the Chicago Headline Club. Diana also has worked for the Daily Herald, Milwaukee Journal Sentinel and Associated Press, among other news organizations. Diana is a graduate of Marquette University, where she studied journalism and political science. During college she founded a free market, student-run newspaper, The Warrior. She currently serves as vice president on the Board of Directors for Warrior Media Inc., the nonprofit parent company for the newspaper. Guest Diana Rickert
Douglas S. Roberts
Douglas S. Roberts serves as Managing Principal for the Channel Capital Research Institute. He is a Contributor to AOL's Money & Finance section and is frequently called upon by the media as an expert on the Federal Reserve Bank. Mr. Roberts was a Vice President and Portfolio Manager at Bernstein Investment Management and Research, a unit of Alliance Capital Management, L.P., from 1999-2001. In addition to his portfolio management responsibilities, he led his group's strategies focusing on quantitative investment analysis and sector allocation, as well as the evaluation of alternative asset investment vehicles. From 1994-1998, Mr. Roberts was a Managing Director of the Roberts Mitani Group, a New York merchant bank specializing in the investment of capital from Japan and East Asia. From 1992-1994 he served as a founding member of the Board of Directors of Benson Eyecare Corporation, which had been listed on the American Stock Exchange prior to its sale. From 1985-1992, Mr. Roberts was the Chief Operating Officer of the Flori Roberts/Dermablend Group, a family-owned pharmaceutical/cosmetic group of companies that were acquired for $22 million in cash and stock by IVAX Corporation (IVX-ASE) in 1992. Subsequent to the acquisition, he served as Chief Operating Officer of the Personal Care Products Group and Assistant to the Chairman-Special Projects from 1992-1994. Mr. Roberts began his career as an Associate of the Morgan Stanley Group working in the Corporate Finance department in both the New York and London offices from 1983-1985. He earned a B.S. and an M.B.A. from the Wharton School at the University of Pennsylvania in 1983. Guest Douglas S. Roberts
Congressman Peter Roskam (R, IL)
Born and raised in the district he serves, Chief Deputy Whip Peter Roskam is now in his fourth term in the United States House of Representatives. According to the Washington Post, Roskam “serves as a calming, drama-free influence” on Capitol Hill, and is regularly praised for his ability to distill complex national issues to their core. Often referred to as the House Republicans’ “listener-in-Chief,” Roskam uses his roles in leadership and on the Ways and Means committee to fight for fiscal responsibility and common sense tax initiatives; he is a co-author of the Pledge to America and played an active role in securing a landslide House majority in 2010. Guest Congressman Peter Roskam (R, IL)
Michael Rubin is a former Pentagon official whose major research areas are the Middle East, Turkey, Iran and diplomacy. Rubin instructs senior military officers deploying to the Middle East and Afghanistan on regional politics, and teaches classes regarding Iran, terrorism, and Arab politics on board deploying U.S. aircraft carriers. Rubin has lived in post-revolution Iran, Yemen, both pre- and post-war Iraq, and spent time with the Taliban before 9/11. His newest book, Dancing with the Devil: The Perils of Engaging Rogue Regimes examines a half century of U.S. diplomacy with rogue regimes and terrorist groups. Guest Michael Rubin
Matt Rusling has lived and worked on five continents for nearly seven years and reported from Japan, Korea, Thailand, Cambodia, Sierra Leone, Guantanamo Bay, Cuba and Washington DC. He has interviewed U.S. defense secretaries, White House officials, Japanese politicians, UN Secretary General Ban Ki-moon, North Korean refugees and human trafficking victims. He has toured the Guantanamo Bay, Cuba prison that houses al Qaeda members and lived in Zimbabwe when the country’s economy plunged into chaos in 2000. Matt’s work has been published in The New York Times, USA Today, The Christian Science Monitor, South China Morning Post, Cambodia Daily, Asia Times and Buffalo News. He has appeared on BBC Radio and NPR as a guest and one of his stories has been published in a college text book. He covers Washington as a Special Correspondent for Xinhua News Agency, China’s leading international news service with millions of readers and a global presence. Guest Matt Rusling
Matt Rusling has lived and worked on five continents over seven years in countries including Japan, Korea, Thailand, Cambodia, Sierra Leone, Zimbabwe, Germany, Guantanamo Bay, Cuba and Washington DC.
His specialties include forced labor/ human trafficking in Thailand/Myanmar, U.S.-China relations, U.S.-Japan-China relations, U.S.-China trade, China's economy, Thailand's politics, Thailand's economy, U.S. foreign policy.
He has interviewed U.S. defense secretaries, White House officials, Japanese politicians, UN Secretary General Ban Ki-moon, North Korean refugees and Burmese forced labor and human trafficking victims. He has toured the Guantanamo Bay, Cuba prison that houses al Qaeda members and lived in Zimbabwe when the country’s economy plunged into chaos in 2000. Guest Matt Rusling
Gina Sanchez is the founder and chairwoman of Chantico Global, LLC as well as a contributor and guest host for CNBC. Chantico Global was spun out of Roubini Global Economics in 2012 in order to build on the success of RGE’s Asset Allocation product line with the intention of offering a wider range of services including asset management. At RGE, Ms. Sanchez was the director of equity and asset allocation for Roubini Global Economics. Prior to joining RGE, Ms. Sanchez spent four years as an institutional asset manager, serving at the California Endowment, a US$3 billion Los Angeles-based foundation, as managing director of public investments and at the Ford Foundation, a US$10 billion New York-based foundation, as director of public investments. In both roles, she was responsible for making asset allocation and manager selection recommendations for all external public managers, including both total return and absolute return strategies. In addition, she was a portfolio manager and strategist for eight years at American Century Investment Management in Mountain View, Calif. She also worked in Emerging Markets Research at JP Morgan in New York. She is frequently quoted in the media and was a recipient of Institutional Investor’s 2009 Foundations and Endowments Rising Stars Award. She holds a bachelor’s degree in Economics from Harvard and a master’s in International Policy Studies from Stanford. Guest Gina Sanchez
CEO Track Research. Before joining Track.com as Chief Executive Officer, Mr. Savage served as Managing Director of FX Macro Sales at Goldman Sachs, where he published widely-read and insightful research focused on the foreign exchange markets and the macroeconomic environment. As well as twenty-three years at Goldman Sachs, Mr. Savage worked as the head of New York Foreign Exchange trading for Lehman Brothers and as a Director of Proprietary Trading at Bank of America Securities. Mr. Savage earned a BA in Political Philosophy from Yale University. Guest Bob Savage
Mesirow Financial Managing Director, US Value Equity.
Profile: Head of the U.S. Value Equity team Portfolio manager for the micro cap value, small cap value, smid cap value and mid cap value portfolios Previously was an equity analyst at Essex Investment Management Company, responsible for the technology, transportation and financial sector investments in the micro, small and mid cap portfolios CFA Charterholder Education: B.A., Smith College, magna cum laude M.B.A., The Kellogg School of Management at Northwestern University General course diploma, London School of Economics Affiliations: CFA Institute, member - See more at: http://www.mesirowfinancial.com/equity/team/schmidt_s.jsp#sthash.JWufCW2p.dpuf Guest Susan Schmidt
Scott Schuelke is the Autism Safety Specialist for the Autism Alliance of Michigan (AAOM) and has been instrumental in the autism safety training movement in Michigan. His dedication and efforts have resulted in high-quality trainings for law enforcement, emergency services, and communities (local service agencies, families, and education staff). Sgt. Schuelke has provided training on autism spectrum disorder, most common situations and best strategies for safe outcomes when the situation involves someone with autism spectrum or mental health disorder to over 10,000 individuals in Michigan. Sgt. Schuelke retired from the Lansing Police Department in 2010 where he served as a supervisor in the Investigations Division, Special Operations Unit, Special Tactics and Rescue Team, Liaison with the Lansing School District, and Road Patrol. Sgt. Schuelke assisted with the development of the Ingham County Safe Schools, a training to teach Ingham County school employees lock down procedures in case of an active violence incident. He was also was instrumental in developing Active Violence Incident Response Training for all law enforcement in Clinton, Eaton and Ingham Counties. Due to Sgt. Schuelke’s leadership the Autism Safety Trainings have been endorsed by Michigan Association of Chief’s of Police, Michigan Sheriffs’ Association, and the Michigan Municipal Risk Management Authority. He has a bachelor’s degree in criminal justice from Ferris State University. Sgt. Schuelke resides in St. Johns, Michigan with his wife and daughter. Guest Scott Schuelke
Derek M. Scissors is a resident scholar at the American Enterprise Institute (AEI), where he studies Asian economic issues and trends. In particular, he focuses on the Chinese and Indian economies and US economic relations with China and India. He is author of the China Global Investment Tracker. Scissors is also an adjunct professor at George Washington University, where he teaches a course on the Chinese economy. Before joining AEI, Scissors was a senior research fellow in the Asian Studies Center at the Heritage Foundation. He has also worked in London for Intelligence Research Ltd., taught economics at Lingnan University in Hong Kong, and served as an action officer in international economics and energy for the US Department of Defense. Scissors has a bachelor’s degree in economics from the University of Michigan, a master’s degree in economics from the University of Chicago, and a doctorate in international political economy from Stanford University. Guest Derek Scissors
She is the author of four New York Times bestsellers, The Forgotten Man: A New History of the Great Depression, The Forgotten Man: Graphic, a full length illustrated version of the same book drawn by Paul Rivoche, and Coolidge, a full-length biography of the thirtieth president, which debuted at number three on the Times list and The Greedy Hand: How Taxes Drive Americas Crazy. National Review called the Forgotten Man "the finest history of the Great Depression ever written." The Economist wrote of Coolidge that the book "deserves to be widely read" and made it an editor's choice for 2013. Miss Shlaes chairs the board of the Calvin Coolidge Presidential Foundation, a national foundation based in the birthplace of President Coolidge. The Foundation's goal is to share Coolidge with Americans, by hosting debate and events at the Coolidge site and through newer media. She is especially interested in education. Guest Amity Shlaes
Loren arrived at Capital Alpha Partners in 2009. His areas of focus include transportation, agriculture, labor issues, and the firm’s Election Risk Report. He is a 15-year veteran of the political scene in Washington, DC. From 2005 to 2009, Loren held jobs with two executive branch agencies, first as Director of Congressional and Public Affairs for the U.S. Office of Special Counsel, an independent watchdog agency, then as special assistant for public affairs at the U.S. Department of Labor. While at DOL, he was responsible for publicizing the department’s work on union transparency, the Family and Medical Leave Act, compensation for Cold War nuclear workers, OSHA reform, and other general enforcement matters. Guest Loren Smith
Loren Smith joined Capital Alpha in 2009. He spent the preceding eight years in government, first as a legislative aide to Rep. Vito Fossella of New York, then as Director of Congressional and Public Affairs for the U.S. Office of Special Counsel (an independent watchdog agency), and finally as special assistant for public affairs at the U.S. Department of Labor. Prior to entering government service, Smith worked for a variety of public-policy non-profit organizations, and graduated from Boston College in 1998.
Coverage: Transportation, Infrastructure, Agriculture, Immigration, Labor, Elections Guest Loren Smith
As Executive Assistant to Dr. Reynalds, Joy Junction Founder/CEO, Kathy assists in keeping the community abreast of all Joy Junction events, needs, and overall happenings by way of local Chambers of Commerce events, all media outlets including social media, and face to face community interaction. She also assists Dr. Reynalds with his day-to-day tasks.
Kathy Sotelo is originally from a small border town, Del Rio, Texas. She has been a resident of Albuquerque, NM for 8 years now. Although her background is in real estate, Kathy has always held a passion to work in social services. She attended the University of Maryland, Incirlik AFB, Turkey, where she studied Psychology and Sociology before deciding to start a family. Guest Kathy Sotelo
Michele Steele is a cross-platform anchor and reporter for ESPN, where her stories have aired on SportsCenter, Baseball Tonight and Outside the Lines. Steele has reported live from the Super Bowl, the Masters, the Final Four, MLB’s All-Star Game and the Kentucky Derby. Prior to her time at the Worldwide Leader, she worked at Bloomberg Television as the network’s only sports reporter. There she interviewed NCAA president Mark Emmert, NFL Commissioner Roger Goodell, NBA Commissioner David Stern, numerous athletes and league owners and regularly broke news related to the big sports business issues of the day. Steele was also a senior reporter for Forbes video on-demand service and a regular contributor to Forbes on Fox. She has a bachelor degree in economics with honors from the University of Illinois and a master’s degree in journalism from Columbia University. Guest Michele Steele
Bernie Steiger is the Executive Director of Literacy DuPage in Illinois. A former Literacy DuPage tutor and staff member, Steiger guides the organization recognized in 2012 as the second largest volunteer tutor literacy organization in the United States. Currently, Literacy DuPage serves over 460 adult learners in DuPage County utilizing over 350 trained volunteer tutors.
Steiger has over 25 years of management, development and marketing experience and is also an adjunct faculty member at Elmhurst College in Elmhurst, IL. She holds a Bachelor's Degree in Finance and Economics from Lake Superior State University in Sault Ste. Marie, Michigan, and an MBA from the Universidade Nova de Lisboa in Portugal. Guest Bernie Steiger
Eddie Tofpik has over thirty years experience in international commodity markets & twenty five years experience in the foreign exchange markets and brings a wealth of knowledge & understanding to his topic. He is currently Head of Foreign Exchange at ADM Investor Services International Ltd. in London, a position he has held since 1991. In this role he has been able to work as an analyst & account executive for commodity futures & options. He has participated & run various trading desks in metals, energy, softs & agricultural futures and options during his career, most recently for customers in Central & Eastern Europe, Latin America and Asia. As a skilled technical analyst he has published for many years 'Eddies Crayons', a monthly review of the FX & Commodity markets to a varied & wide audience. He has also spoken at a number of seminars & trade events on the subject. Eddie is a Member of the Society of Technical Analysts, an Affiliate of the Market Technicians Association and a member of ACI UK. Guest Eddie Tofpik
Margaret Trimer-Hartley is the chief external affairs officer for University Prep Schools, which includes two of Detroit’s highest performing public charter school districts. Trimer-Hartley is the founder and former superintendent of one of those districts, University Prep Science & Math Schools (UPSM).
Prior to that, Trimer-Hartley was the director of communications for the Michigan Education Association (MEA), the state’s largest teachers union. There, she advocated and lobbied for resources, support and development for the association’s 160,000 public school employees. While at the MEA she started a non-profit called Your Child.
Your Child is credited with revealing Michigan’s lackluster culture of education and conducting a major public relations campaign designed to spur improvement. The data and the campaign were used to drive the State Board of Education to adopt the rigorous Michigan Merit Curriculum and enhance Gov. Jennifer Granholm’s efforts to double the number of college graduates in the state. Guest Margaret Trimer-Hartley
Kent Troutman has been research analyst at the Peterson Institute for International Economics since August 2013. He works with PIIE President Adam S. Posen on issues related to international monetary policy. Prior to joining the Institute, he spent two years as a financial analyst at Goldman Sachs in New York. After graduating from Drexel University in 2010, he spent one year as a Fulbright Research Scholar in China, focusing on the political and economic relationship between China and North Korea. He is proficient in Mandarin Chinese and conversant in German. Guest Kent Troutman
With over 30 years of experience in covering Washington for institutional investors, Greg Valliere coordinates political and economic research. He focuses on how Congress and the White House shape fiscal policies and monitors the Federal Reserve Board’s interest rate policies.
Prior to joining Potomac Research, Mr. Valliere served as Chief Policy Strategist for Soleil Securities Corporation. He previously held key strategy roles at Charles Schwab’s Washington Research Group and The Washington Forum. Mr. Valliere co-founded The Washington Forum in 1974, serving as Chief Political Analyst and editor of the group’s publications, and ultimately as Research Director. He began his career in 1972 at “F-D-C” reports, a trade publication monitoring the pharmaceutical industry. Mr. Valliere earned his bachelors degree in Journalism from The George Washington University. He is widely quoted in the nation’s financial press, and is a frequent contributor for CNBC, Bloomberg TV and radio, Fox TV, CNN, and CBS Radio. Guest Greg Valliere
With over 30 years of experience in covering Washington for institutional investors, Greg Valliere coordinates political and economic research. He focuses on how Congress and the White House shape fiscal policies and monitors the Federal Reserve Board’s interest rate policies.
Prior to joining Potomac Research, Mr. Valliere served as Chief Policy Strategist for Soleil Securities Corporation. He previously held key strategy roles at Charles Schwab’s Washington Research Group and The Washington Forum. Mr. Valliere co-founded The Washington Forum in 1974, serving as Chief Political Analyst and editor of the group’s publications, and ultimately as Research Director. He began his career in 1972 at “F-D-C” reports, a trade publication monitoring the pharmaceutical industry. Mr. Valliere earned his bachelors degree in Journalism from The George Washington University. He appears regularly on CNN, Bloomberg, Fox and CNBC. Guest Greg Valliere
With over 30 years of experience in covering Washington for institutional investors, Greg Valliere coordinates political and economic research. He focuses on how Congress and the White House shape fiscal policies and monitors the Federal Reserve Board’s interest rate policies. Prior to joining Potomac Research, Mr. Valliere served as Chief Policy Strategist for Soleil Securities Corporation. He previously held key strategy roles at Charles Schwab’s Washington Research Group and The Washington Forum. Mr. Valliere co-founded The Washington Forum in 1974, serving as Chief Political Analyst and editor of the group’s publications, and ultimately as Research Director. He began his career in 1972 at “F-D-C” reports, a trade publication monitoring the pharmaceutical industry. Mr. Valliere earned his bachelors degree in Journalism from The George Washington University. He appears regularly on CNN, Bloomberg, Fox and CNBC. Guest Greg Valliere
Jonathan Williams is the director of the Tax and Fiscal Policy Task Force for the American Legislative Exchange Council (ALEC), where he works with state legislators and the private sector to develop free-market fiscal policy in the states. Prior to joining ALEC, Jonathan served as staff economist at the Tax Foundation, authoring numerous tax policy studies. His work has been featured in many publications including The Wall Street Journal, The Los Angeles Times, Forbes and Investor's Business Daily. Williams is a contributor to The Examiner (Washington, D.C.) and writes a syndicated column for the Flint Hills Center for Public Policy in Wichita, Kan., where he also serves as an adjunct fiscal policy fellow. He is a contributing author to the Reason Foundation's Rich States, Poor States Annual Privatization Report and has written for Tax Analysts, a scholarly journal dedicated to tax issues. Williams has also appeared on numerous television outlets, including FOX Business News. Guest Jonathan Williams
Dr. George Wilson
As Executive Director of Circle Urban, George Wilson comes to Circle with strong and relevant ministry experience. He served as Executive Director for Chicago Youth Centers in the 1990’s. He also served with World Vision in Chicago in the early 2000’s as Executive Director of U.S. Domestic Programs. Dr. Wilson earned his Masters in Divinity from Garrett Evangelical Seminary in Evanston, and his Doctorate of Ministry Degree from North Park Theological Seminary. As a pastor and former church planter, he has a shepherd’s heart, and he understands well the necessity of total dependence on God in fulfilling His purpose. All of this is to say that George brings a wonderful array of gifts and perspective to Circle Urban. The staff and board are pleased that he has accepted this new position. Guest Dr. George Wilson
Michael Woolfolk is a managing director and global market strategist at Bank of New York Mellon. He is responsible for North American global markets research and strategy and writes daily morning commentary on overnight developments in global markets. He was the chief architect and product manager for the interactive Portfolio Flow Monitor (iPFM), which analyzed cross-border flows of BNY's global custody business. He was the most frequently cited financial markets analyst in the world from 2001-2010 (over 12,000 cites) according to Factiva Dow Jones. Global Finance ranked BNY #1 bank in foreign exchange research from 2005-2010. Global Investor ranked BNY #1 bank for daily research, macro research and capital flow research from 2008-2010. Guest Michael Woolfolk
Julie Youngquist is the Executive Director of StreetWise, Inc. - Chicago. They can be found at - http://streetwise.org Guest Julie Youngquist