Start the New Year by learning what's in store for the global economy in 2016. Ellen Safir will moderate a panel discussion between Milton Ezrati of Lord Abbett and Anne Mathias of Guggenheim Investments. Our panel will address timely topics such as interest rates, inflation, and other issues that will impact the direction of the global economy during 2016. The discussion will include the relationship between the economy and the markets and the drivers to the panelists' forecasts. Join this event to help organize your expectations for the year.
Ellen Safir, CFA - CEO, CIO, New Century Advisors
Milton Ezrati, Consultant and Former Partner, Senior Economist and Market Strategist, Lord Abbett
Anne N. Mathias, CFA, Managing Director, Senior Macro Strategist, Guggenheim Investments
Speakers' Bio Information
Milton Ezrati has recently retired to private consulting from Lord, Abbett & Co., where he served for some 16 years as the firm's senior economist and market strategist. In that capacity, he set Lord, Abbett's economic and market outlooks, served as a resource to portfolio management teams, and communicated the company's view to clients and consultants. Prior to joining Lord, Abbett he served as chief investment officer for Nomura Capital Management, New York. He is also an associate of the Center for the Study of Human Capital and Economic Growth at the University at Buffalo (SUNY).
Mr. Ezrati writes and speaks frequently on markets and the economy. He appears often on financial television and radio. His written commentary has appeared in a wide variety of publications, including the Financial Times, The Wall Street Journal, Barron's, Foreign Affairs, City Journal, and The National Interest, where he is a contributing editor. His latest book, Thirty Tomorrows, which deals with aging demographics and how countries can cope with its economic and financial challenges, was published recently by Thomas Dunne Books of Saint Martin's Press.
He holds an MSS degree in mathematical economics from Birmingham University in England and a BA in economics from the State University of New York.
Anne N. Mathias, CFA
Ms. Mathias is a Managing Director and Guggenheim Investments' Senior Macro Strategist. Building on her 20 years of experience in global investment strategy, she works closely with the firm's Global Chief Investment Officer to formulate and communicate Guggenheim's macro view to institutional clients, financial advisors, and internal constituents and to support the firm as a leader in capital markets & economic insight. She speaks regularly to investors and the media, appearing on Bloomberg TV, CNBC, CNN and others.
With support from a team of economists, strategists and analysts, she is also a key resource in translating the high-level views of the firm for Guggenheim's Portfolio Managers and investment staff. Prior to this role, she was the Head of Research for Guggenheim Investments and before that, the Director of Research for Guggenheim Securities' Washington Research Group, which provides political, economic, and industry research for investors and has been consistently ranked top three in the Institutional Investor "All America Research Team" Poll.
Earlier in her career, Ms. Mathias was a General Partner in healthcare and biotech private equity funds investing in the United States and internationally, and spent five years as a senior consultant specializing in privatization and enterprise restructuring in the emerging markets with Deloitte & Touche.
Ms. Mathias has a B.A. (cum laude, Phi Beta Kappa) from the University of Maryland, and a Master's in International Affairs, with honors, from Georgetown University. She is a CFA Charterholder and a member of the CFA Society of Los Angeles and the CFA Institute.
Ellen Safir, CFA
Ms. Safir is responsible for the overall investment and business strategies of New Century Advisors. An early adopter of TIPS, she has helped advance the firm's reputation as an expert in inflation-linked securities. Her personal expertise in the fixed income markets also extends to the emerging market and high-yield sectors, as well as to traditional fixed income sectors. Her prior experience includes serving for 16 years as Managing Director, Fixed Income and Currencies, at the Howard Hughes Medical Institute (HHMI), a nonprofit medical research organization and one of the nation's largest philanthropies. There, she was a pioneer in developing "core plus," now a commonly accepted strategy that employs a broad opportunity set within portfolios. Before joining HHMI, Ms. Safir was assistant treasurer of the American National Red Cross, where she managed operating reserves and oversaw the organization's retirement system and endowment portfolios. She began her career as a financial analyst at the Federal Reserve Board in Washington, D.C.
Ms. Safir is vice chairman of the investment committee of the United States Holocaust Memorial Museum and serves on the finance committee of the Foundation for Advanced Education in Science at the National Institutes of Health and is a board member of Horizons Greater Washington, a not-for-profit organization that empowers economically disadvantaged students through public private partnerships between independent and public school communities. A past president of the Washington Society of Investment Analysts and of the Washington Association of Money Managers, she formerly served on the board of directors of Century National Bank of Washington, D.C. Ms. Safir also served on the board of AARP Mutual Funds, where she was chair of the investment committee. She holds a BA from Bennington College and an MBA from George Washington University. She also holds the Chartered Financial Analyst designation.