The Stamford CFA Society 2012 Forecast Dinner

Pimm Fox is a Bloomberg Television anchor and Bloomberg Radio host of the in-depth investment program, “Taking Stock with Pimm Fox”, which airs weekdays on Bloomberg Radio and Bloomberg Television. Fox also co-hosts Bloomberg Businessweek Radio with Ken Prewitt on Bloomberg Radio.

As the host of Taking Stock, Fox provides unique access into the world of professional investing through conversations with top Wall Street analysts, fund managers and CEOs. Taking Stock offers insight into how company news, long-term strategy, trading tactics and market techniques impact stocks, bonds and commodities. During his career at Bloomberg, Fox has interviewed business chiefs and investment gurus including Netscape founder Jim Clark, SunAmerica founder Eli Broad, and Berkshire Hathaway Chairman and CEO Warren Buffett.

Pimm Fox joined Bloomberg in 2006, after overseeing financial services coverage for the Dow Jones News Service in London. He also served as a guest commentator for CNBC and the BBC and was published by The Institutional Investor, Newsweek, and The New York Times. Fox has also served as director of the Charles Schwab Smart Investor website, as well as West Coast bureau chief for Computerworld magazine.

Based in New York City, Pimm Fox received a bachelor’s degree in architecture from Columbia University. He penned the “hometown news” while serving in the U.S. Navy.

M. Cary Leahey is Senior Managing Director with Decision Economics. He writes regularly for the daily and weekly publications for client readership and provides advice and commentary as needed to clients. He has appeared on the major media outlets including CBS, BBC, and CNBC and is frequently quoted in the press. Previous positions include Chief US Financial Markets Economist at Lehman Brothers, where he was the senior “Fed watcher” and at Deutsche Bank, High Frequency Economics, General Motors, Data Resources and the White House’s OMB and CEA staffs. He earned a PhD from the University of Pennsylvania and is a Phi Beta Kappa graduate of Clark University. He has been listed in Who’s Who in Finance and Industry since 1987 and Who’s Who since 1999. 

Glenn Reynolds is the CEO of CreditSights, an independent credit research firm that primarily focuses on the credit markets but also serves a range of equity-oriented clients and corporate risk managers. The company has grown to 125 employees since its founding in September 2000, with main offices in New York, London, and Singapore. Previously, Reynolds was a Managing Director at Deutsche Bank, serving in a number of roles including Director of Global Credit Research and Head of Global Credit Strategy from 1997 to 2000. He also was a Managing Director at Lehman Brothers, where he worked in a variety of positions from 1986 to 1997 including Director of Global Credit Research and Chief Credit Officer. Reynolds started his credit career on the buy side at Prudential Insurance in Newark after working for Deloitte Haskins & Sells as a CPA. Reynolds has testified before various Senate and House Committees and the SEC on credit-related topics including the Enron collapse, the automotive industry restructuring, and credit rating agency reform.

Marc Chandler joined Brown Brothers Harriman in October 2005 as the global head of currency strategy. Previously he was the chief currency strategist for HSBC Bank USA and Mellon Bank. Marc is a prolific writer and speaker. In addition to being frequently called up to by the newspapers and news wires to provide insight into the developments of the day, Chandler’s essays have been published in the Financial Times, Barron’s, Euromoney, Corporate Finance, and Foreign Affairs. He is also the contributing economic editor for Active Trader Magazine and to TheStreet.Com. Marc appears often on business television and is a regular guest on CNBC. He frequently presents to business groups and investors. His first book, “Making Sense of the Dollar: Exposing Dangerous Myths about Trade and Foreign Exchange was published by Bloomberg Press in August 2009 and it won a Bronze Award from Independent Publishers.

His current research projects include global imbalances, Islamic finance, and the relationship between savings, investment and growth. Marc has been analyzing the foreign exchange market for more than 20 years. He holds a Master’s degree in American history (1982) from Northern Illinois University and a Master’s in International Political Economy from the University of Pittsburgh (1984). He has taught classes on International Political Economy at New York University since the early 1990s.

Robbert van Batenburg is Head of Research at Louis Capital Markets, based in New York City. He joined Louis Capital from Exane-BNP Paribas in New York where he was VP of European Equity Research Sales. Prior to that he worked at the European sales division of Bankhaus Metzler GmbH in New York and at the wealth management division of the Dutch private bank Staal Bankiers NV in the Netherlands. Robbert is a CFA charter holder and went to the Erasmus University in the Netherlands for an undergraduate degree in economics with a specialty in Japanese economics and to Columbia’s School of International and Public Affairs Graduate program with a specialty in International Finance. Robbert is a member of the New York Society of Securities Analysts.

Greg Hartch is co-lead Portfolio Manager of GEAM’s balanced funds including GE Total Return Fund, GE Strategic Fund, and Elfun Diversified Fund. Greg joined GE Asset Management in 2002 and has served in a number of roles, including as Director of Fixed Income Research and Head of Tactical Asset Allocation. In addition to serving as a portfolio manager for GEAM’s balanced funds, Greg currently serves as GEAM’s Strategy and Business Development Leader. Prior to joining GEAM, Greg worked in investment banking and global capital markets at Goldman Sachs and Deutsche Bank. He holds an undergraduate degree from Princeton University where he graduated summa cum laude and a law degree from the University of Virginia School of Law.

Kurt N. Schacht, JD, CFA, is Managing Director for CFA Institute’s New York office and leads the Institutes policy work including, research and commentary on ethics, regulatory and professional standards for the investment industry. He oversees CFA Institute Code of Ethics and Standards of Professional Conduct, the Global Investment Performance Standards®, and the Asset Manager Code of Professional Conduct®.

Prior to joining CFA Institute Mr. Schacht served as chief operating officer for a mutual fund complex, general counsel and COO for a Manhattan based hedge fund, and as chief legal officer for the State of Wisconsin Investment Board (SWIB). He is a legal and industry expert on investment management, corporate governance and financial service industry regulations.

Mr. Schacht served on the U.S. Securities and Exchange Commission (SEC) Investor Advisory Committee and the SEC’s Advisory Committee for Smaller Public Companies looking at the market impacts of Sarbanes Oxley. He is currently serving a two year term as member of the Public Company Accounting Oversight Board (PCAOB) Standing Advisory Group. He has also served on the Expert Group for Principles for Responsible Investment of the United Nations Environment Programme (UNEP). Schacht was the New York Society of Security Analysts 2004 Volunteer of the Year. He holds Bachelor of Science-Chemistry and Law degrees from the University of Wisconsin-Madison. He has held the Chartered Financial Analyst (CFA) designation since 1998.