Focus on Global Macroeconomics

The financial world is more connected than ever before. Learn from global industry leaders to gain confidence in your ability to identify and act on international economic trends.

Priscilla Hancock, Managing Director

J.P. Morgan Asset Management

Priscilla Hancock, managing director, J.P. Morgan Asset Management, Global Fixed Income, Currency & Commodities (GFICC) Group, is the global fixed income strategist and head of the fixed income insights strategy team. Throughout her career in the capital markets, she has been involved in strategy, product development, investment banking, sales, consulting, and venture capital. Previously, Ms. Hancock has held positions at Moody’s Investors Service, Standard & Poor’s, and Lehman Brothers. A frequent public speaker at national conferences, she has edited and contributed to several national financial publications. Ms. Hancock earned a B.A., University of Virginia, an MBA in finance and marketing, Columbus University, and an executive certificate in strategy and innovation, Massachusetts Institute of Technology.

Raymond Vars, CFA®, Portfolio Specialist

Harding Loevner LP

Raymond “Ray” Theodore Vars recently joined Harding Loevner LP as a portfolio specialist. Previously, he was a principal, portfolio manager and analyst at NorthRoad Capital Management LLC. Prior to co-founding NorthRoad in 2002, Mr. Vars was an international and global portfolio manager, Lazard Asset Management, and also an analyst and associate, Asset Strategy Consulting. He earned a B.A., Yale University.

Richard Bowen, Professor of Accounting

University of Texas at Dallas

Richard Bowen, professor of accounting, Naveen Jindal School of Management, University of Texas at Dallas, was a former business chief underwriter, Citigroup, during the housing bubble financial crisis meltdown and saw firsthand the fraud inside the organization. According to the Wall Street JournalCBS Evening News, and 60 Minutes, he is the Citigroup whistleblower who repeatedly warned Citi executive management about risky business practices and potential losses related to mortgage lending. Citigroup eventually stripped Mr. Bowen of all responsibilities and placed him on administrative leave. He subsequently testified before the Securities and Exchange Commission and provided them with 1,000 pages of evidence of fraudulent activities prior to the bank bailouts occurring three months later. His testimony has been widely quoted in numerous articles and pieces of litigation related to the meltdown, and he was a key witness the Financial Crisis Inquiry Commission in 2010.
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Andrew Mattock, CFA®, Portfolio Manager

Matthews Asia

Andrew Mattock, portfolio manager, Matthews Asia, manages the firm’s China Strategy. Previous to joining the firm in 2015, he was a fund manager at Henderson Global Investors for 15 years, first in London and then in Singapore, managing Asia Pacific equities. He began his career at PricewaterhouseCoopers and is qualified as a chartered accountant. Mr. Mattock earned a bachelor's degree in business from Abilene Christian University.

Ehren Stanhope, CFA®, Client Portfolio Manager

O'Shaughnessy Asset Management

Ehren Stanhope, principal and client portfolio manager, O'Shaughnessy Asset Management (OSAM), is responsible for positioning the firm’s investment capabilities within the context of client needs and the current market environment. Mr. Stanhope is an equity owner in OSAM and a member of the firm’s operating committee. He is also the author of the Factor Investor blog and a Yahoo! Finance contributor. Previously, he was a member of the analytics team at Western Asset Management Co. Mr. Stanhope earned a B.S. in management, Tulane University, and an M.B.A. from the Yale School of Management.
 

John Mauldin, President

Mauldin Solutions, LLC

John Mauldin, president of Mauldin Solutions, LLC, an investment advisory firm, and president and principal of Mauldin Securities, LLC, a FINRA and SIPC, a registered broker dealer, is a world-renowned financial writer of New York Times best-selling books including Code Red, Bull’s Eye Investing, Just One Thing, Endgame, and most recently, The Little Book of Bull’s Eye Investing. His weekly e-newsletter, Thoughts from the Frontline, was one of the first publications to provide investors with free, unbiased information and guidance. Today, it is the most widely distributed investment newsletter in the world. As a highly sought-after market pundit, Mr. Mauldin is a frequent contributor to media outlets across the United States.

Richard Herbert, CFA®, Vice President and Product Manager

Franklin Templeton Investments

Richard Herbert, vice president and product manager, Franklin Templeton Investments, is responsible for the Templeton Global Macro strategies. Mr. Herbert joined Franklin Templeton in 2011 and represents Templeton Global Macro by communicating the team's investment philosophy, process and investment strategies to domestic and international clients, as well as to external gatekeepers and decision makers. Mr. Herbert earned a bachelor's degree in business, finance and economics from California Polytechnic State University and is a Chartered Financial Analyst (CFA) charterholder.

 

Scott Welch, CIMA®, Chief Investment Officer

Dynasty Financial Partners

Scott Welch has been an Institute member and CIMA professional since 2004. A frequent conference speaker and active member of the Editorial Advisory Board, he joined the Institute's board of directors in 2016. Mr. Welch is the chief investment officer of Dynasty Financial Partners, a provider of outsourced investment research, portfolio management, technology, and practice management solutions to RIAs and advisory teams making the move to independence. He was the founder of UnconstrainedThought, a macro-economic, investment, and wealth management consultancy, and co-founder and chief investment officer of Fortigent, LLC. Previously, he spent more than 12 years on Wall Street, where he focused on capital markets, corporate finance, and derivatives.  

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