Michael Drury

Chief Economist, McVean Trading & Investments

Michael Drury is the chief economist for McVean Trading & Investments, LLC. He joined the firm in 1992, after serving for five years as senior economist with Allen Sinai at Shearson Lehman Brothers and its successor firms. Michael began his career in New York in 1982 as senior economist at A. Gary Shilling and Company. He received his B.S. in economics from the Georgia Institute of Technology and did his graduate work at the University of Wisconsin-Madison. Michael assesses macroeconomic developments around the world to help develop hedging strategies using futures markets in interest rates, currencies and industrial materials. He travels ... Read More

Donald Rissmiller

Founding Partner and Chief Economist of Strategas

Mr. Rissmiller is a founding Partner of Strategas and has directed the Firm's macroeconomic research efforts since 2006. He oversees Strategas' thematic research as well as high-frequency econometric forecasting.

Prior to co-founding Strategas in 2006, Mr. Rissmiller was an Economist and Managing Director at International Strategy & Investment (ISI) Group. Before joining ISI, he worked at the Federal Reserve Bank of New York, focusing on the analysis of U.S. macroeconomic data and price/wage forecasting models. He is frequently quoted in the financial press. ... Read More

Stephen Sexauer

Chief Investment Officer, The San Diego County Employees Retirement Association

Stephen Sexauer is SDCERA’s Chief Investment Officer and oversees SDCERA’s $14 billion Trust Fund, investment team, and investment consultants. In addition to the day-to-day operation of SDCERA’s Investment Division, he also assists SDCERA’s Board with determining the Fund’s investment policies, strategy and asset allocation. Prior to joining SDCERA in 2015, Sexauer worked at Allianz Global Investors as Chief Investment Officer, US Multi Asset, of Allianz Global Investors Solutions, managing over $7 billion in multi-asset institutional portfolios and retirement income solutions. He is also the co-author of papers on retirement portfolios published in The Financial Analysts Journal, The Institutional Investor Journal of Retirement, ... Read More

Kathleen Stephansen

GIC Chair Emerita, Senior Economist for Haver Analytics and Trustee of EQAT Trust Funds

Kathleen Stephansen is GIC Chair Emerita, Senior Economist for Haver Analytics and Trustee of EQAT Trust Funds. She is the former Chief Economist of Huawei Technologies, Chief Economist of the American International Group (AIG) and AIG Asset Management’s Senior Strategist and Global Head of Sovereign Research. Prior to joining AIG in 2010, Kathleen was Chief Economist at Aladdin Capital Holdings, Credit Suisse’s Head of Global Economic Research, and Donaldson, Lufkin and Jenrette Securities Corporation’s co-head of Fixed Income economic research and Chief International Economist. Kathleen serves on the board of the Global Interdependence Center (GIC) as the Chair Emerita. She is ... Read More