As we approach the 2024 edition of Coffee with the Economists, one of our flagship thought leadership forums, we are delighted to announce the selection of speakers for the event. They comprise, world leading economists and market strategists who'll share their knowledge and insights on the most pressing economic topics facing family offices today.
[Session Chair] Dr. Michael J. Oliver - Co-Founder, GPFO
Michael J. Oliver was a co-founder of Global Partnership Family Offices in 2009. He has spent over 30 years teaching at various universities in the UK, US and France and has combined this with a practical application of economics to offer executive education, workshops and a broad range of consultancy for family offices and high-profile corporations. He is also a Senior Lecturer in Finance at the Open University and has published extensively on monetary history, exchange rate regimes and macroeconomic policy. Michael has been an economic adviser to the Corporate Services Scrutiny Panel and a member of the Migration Policy Development Board on the island of Jersey where he lives.
Dr. John Llewellyn - Founding Partner, Independent Economics
John is a founding Partner of Independent Economics where he co-heads both the Macroeconomics and Financial Markets team, and the Expert witness and litigation support practice areas; and plays a major role in all of the firm’s economic analysis.
John has particularly broad experience, having worked in academia, international and then national policymaking, and in investment banking, and through his long career has published widely on a range of topics. Before advising HM Treasury during the 2008 Global Financial Crisis and its aftermath, and co-founding the firm in 2009, John was Global Chief Economist and then Senior Economic Policy Advisor at Lehman Brothers. This followed almost twenty years at the Organisation for Economic Cooperation and Development (OECD) in Paris, where he was successively Head of International Forecasting and Policy Analysis and Editor of the OECD Economic Outlook; Deputy Director for Social Affairs, Manpower and Education, and finally Chef de Cabinet to the Secretary-General.
Prior to that he spent nearly ten years at the Faculty of Economics at the University of Cambridge, and was also a Fellow of St. John’s College. John holds an undergraduate degree from the Victoria University of Wellington, New Zealand, and a doctorate from the University of Oxford.
John Reade - Chief Market Strategist, World Gold Council
John Reade joined the World Gold Council in 2017 as Chief Market Strategist. He has more than 30 years’ experience in gold, working in mines, investment banks and hedge funds. He leads the research team and is a member of the World Gold Councils’ executive committee.
Jeremy Sterngold - Deputy CIO, LGT Wealth Management
Jeremy is the Deputy Chief Investment Officer of LGT Wealth Management, providing the macro input to the Investment Committee and helping to drive the asset allocation. Jeremy also serves as our Head of Fixed Income, overseeing a team of analysts who undertake fundamental corporate credit analysis and chairs the Fixed Income Committee. Prior to that, he was a Fixed Income Portfolio Manager for KIC and an Associate Portfolio Manager at AllianceBernstein. Jeremy is a CFA charterholder.
Will Nutting - Founder, Nutstuff
Will Nutting has been writing about and investing in markets since the 1990s focused on US and global equities. He believes in a common sense and thematic approach to investing, beginning with the macro and drilling down into a long portfolio that is grounded in long term secular trends. Investing needs to be fun and logical. You do not need to have a Ph.D. in quantum mathematics or even a university degree to invest in markets. Likewise, you do not need a fund manager to buy and sell your stocks, any more than you need a foreign exchange broker to change your holiday money.
Will holds a belief that your portfolio should reflect what is going on in the world today, and the tilt of your portfolio should change as the world changes. Just as in life, the stock market has clear winners and losers. Will's aim, is to identify these and demystify what is actually very straightforward.
Coffee with the Economists takes place on March 14th in London, and online.
Learn more about the event.