Henrietta has been providing investors with economic policy analysis for nearly a decade, leading a macroeconomic policy team through the recession, financial services reform, healthcare reform and numerous fiscal issues in between. Her analysis is derived from legislative, regulatory and political events nationally and at the state level on issues as diverse as the proposed border tax adjustment, tariffs, taxation of foreign derived earnings, corporate inversions, the debt ceiling and other economic and fiscal priorities of Capitol Hill.
Henrietta served in the U.S. Senate covering the Senate Finance, Banking and Budget Committees most critically during the creation and passage of the Troubled Asset Relief Program, the American Reinvestment and Recovery Act and the automotive industry crisis of 2008-10. Prior to serving in the U.S. Senate, Henrietta covered tax, financial services, and deficit issues for the U.S. Chamber of Commerce and served as a research fellow to Congressman Joe Crowley (D-NY) who is now Chair of the Democratic Caucus. Before moving to Washington, Henrietta spent several years as a Research Associate at Zweig-DiMenna, LLC in New York
Henrietta also has extensive hands on experience with local, state and national elections across the country including Texas, Rhode Island, New York, New Jersey and the 2008 Presidential election. Henrietta has covered mid-term and general elections for investors in each general and midterm election since 2010.
She holds a BA in political science and literature from Fordham University and is the Louisiana Chapter Leader of Everytown affiliate, Mom's Demand Action for Gun Sense in America and works closely with Mayors Against Illegal Guns.
She currently resides in New Orleans, Louisiana with her husband and two daughters. She is also a frequent contributor to CNBC, Bloomberg and other news outlets.
Senior Research Analyst
Jonathan Kozy is a Senior Vice President and Senior Research Analyst for the Chief Investment Office (CIO) Macro Strategy Team within Global Wealth & Investment Management (GWIM), a division of Bank of America Corporation. In this role, he is responsible for the analysis of global economic trends, market research and financial developments in support of economic forecasts, strategic and tactical asset allocation decisions.
Jonathan is a major contributor to the thought leadership on economic market developments and forecasts across Merrill Lynch Wealth Management and U.S. Trust, Bank of America Private Wealth Management and is an active member of the GWIM CIO Investment Strategy Committee.
He received his B.A. in economics from Colgate University and his M.B.A. with a specialization in economics from the Leonard N. Stern School of Business at New York University.He is a member of various professional associations including the National Association for Business Economics (NABE).
Vanguard Government Relations
Ben Barasky represents Vanguard shareholders and clients on a broad range of legislative and regulatory issues, while meeting regularly with Washington policymakers on financial services, technology, retirement, and tax policy issues.
Prior to joining Vanguard, Barasky served in a variety of roles for multiple Members of Congress on Capitol Hill, most recently as the Legislative Director for a member of the House Ways and Means Committee, which oversees tax law. He served as chief policy advisor on numerous issues, including financial services, and worked closely on CFTC reauthorization efforts. He previously provided legislative support for a member of the House Education and Workforce Committee, which has jurisdiction over retirement savings and other ERISA matters.
Barasky earned a B.A from Indiana University and an M.P.S in legislative affairs from the George Washington University's Graduate School of Political Management.
Our moderator fo rth panel is Erin Arvedlund, columnist and author. Erin began her career as a reporter at Dow Jones newswires. She moved to Moscow, Russia, to write about business and emerging markets at the English-language daily newspaper, The Moscow Times. In 1998, Erin joined TheStreet.com, one of the first real-time Internet news and stock market web sites. She then moved to Barron's magazine to cover options, mutual funds and hedge funds. From 2003 to 2005 Erin reported on business and politics in the former Soviet Union for The New York Times. She also has Wall Street experience, having worked in the hedge fund industry at Sanford C. Bernstein private bank at AllianceBernstein.
Erin has a B.A. from Tufts University in International Relations and studied abroad for one semester at Leningrad State University in St. Petersburg, Russia. She writes a weekly column for The Philadelphia Inquirer on personal finance.
She is married and lives in Philadelphia. Her first book was "Too Good To Be True: The Rise and Fall of Bernie Madoff"(Penguin 2009) and her most recent book "Open Secret" (Penguin 2014) addressed the scandal surrounding the rigging of interest rates.
CFAP Members: $25.00
Non- Members: $40.00
Registration includes a buffet lunch and refreshments.