DWS Insurance Asset Management Conference

Charleston, South Carolina - September 23, 2024

I was delighted to have the opportunity to address this gathering of CEOs and Chief Investment Officers of some of the biggest insurance firms globally. It was a fantastic conversation about the multiple geopolitical challenges today and the many implications of the U.S. elections on the markets. Will Harris win, or will Trump pull off a come-back? Which party will control the Senate, and is there a real chance that the filibuster will be removed if Democrats sweep the White House, House of Representatives, and Senate? What does this mean for tax policy? Health care policy? And where are we going on with the U.S.-China policy, and what exactly is going on inside China today economically, socially, and politically? We covered all of this and much more. Thank you for having me, DWS! You can see my full presentation HERE or via the link below.

Iowa Farm Bureau 2024 Economic Summit

Des Moines, Iowa

June 14 - It was a tremendous pleasure to address the Iowa Farm Bureau’s 2024 Economic Summit in Des Moines, Iowa. The Farm Bureau put together a powerhouse slate of speakers and panels addressing the global economic, geopolitical, and market challenges farmers face today. Chicago Federal Reserve Bank President Austin Goolsbee was the keynote, offering some fascinating insights into what is going on with the U.S. economy and his views on when rates will be coming down.

You can access my presentation HERE. Let me know if you have any questions.

Presenting at the Iowa Bankers Association Annual Convention

Des Moines, Iowa

December 18, 2023

It was a great honor and true delight to have the chance to speak at the Iowa Bankers Association Annual Convention in Des Moines, Iowa. When you get in a room with a group of state and local bankers - the men and women who play such a critical role in keeping their community’s economy going and growing — you know you are going to get some very smart, thoughtful questions on the global economy and geopolitics and what it means for their clients and customers.

And being in Iowa - and despite being the one speaking about the upcoming 2024 elections - I came away learning an awful lot from these great folks about where the elections may be headed (not the conventional wisdom!).

My presentation can be accessed below. And a few shots of the event, which was enormous - held in the Des Moines Convention Center. Thank you, Iowa Bankers Association, for having me out to speak - it was a great event, and I really enjoyed meeting and talking with so many of you!

The Iowa State House, Des Moines, Iowa. The golden dome is stunning as the sun sets every night.

Make it stand out

Being introduced inside the stunning Des Moines Convention Center!

Federal Home Loan Bank of Indianapolis’ Investor Symposium

It was an honor and great fun to speak at the Federal Home Loan Bank of Indianapolis Investor Symposium in Detroit last week. The meeting brought together financial leaders who are driving economic growth and innovation in the region. Smart, creative, energetic. Thank you, FHLBI, for having me join you and for bringing me as a guest to the Detroit Tigers vs. New York Yankees game on a gorgeous Detroit evening!