Previous Session | Session Pages | Next Session
Session 2: The Policy Agenda: Perspectives from Inside the Beltway and Wall Street
The panelists will evaluate possible outcomes of the expected economic policies and initiatives as they move through Congress and will offer their perspectives on which economic policies will work and which won’t.
Presentations
Links of Interest
BlackRock Financial Management
Speakers
Thomas R. Keene
Editor-at-Large
Bloomberg News
Thomas R. Keene is an editor-at-large for Bloomberg News. He provides economic and investment perspective to Bloomberg's various news divisions and writes the chart of the day article, available only on the BLOOMBERG PROFESSIONAL service. He features the chart on Bloomberg Television. Tom is host of "Bloomberg on the Economy" heard weekdays on the Bloomberg Radio network. He is editor of Flying on One Engine, The Bloomberg Book of Master Market Economists, Fourteen Views on the World Economy, published in 2005. He is a graduate of the Rochester Institute of Technology and is enrolled in courses at the London School of Economics. He is a Chartered Financial Analyst, a member of the CFA Institute and the National Association for Business Economics.
Gregory R. Valliere
Chief Strategist
Stanford Washington Research Group
Mr. Valliere covers politics, federal monetary and tax policy. He began his career at The Washington Post and later became Chief Congressional Correspondent and then News Editor of “F-D-C” Reports, a trade publication that monitors the drug and cosmetic industries. He is a frequent guest on CNBC’s “Market Wrap,” CNN’s “Business Day” and “Nightly Business Report,” which appears on most PBS stations. Mr. Valliere earned a bachelor’s degree in Journalism from The George Washington University, where for several years he taught a course in newsletter writing.
Keith T. Anderson
Managing Director
BlackRock Financial Management
Henry J. Herrmann
Chief Executive Officer
Waddell & Reed Financial, Inc.
H ank Herrmann is Chief Executive Officer of Waddell & Reed Financial, Inc., a national asset management and distribution company headquartered in Overland Park, Kansas. Mr. Herrmann also serves as Chief Executive Officer and Chairman of the Investment Policy Committee of Waddell & Reed Investment Management Company and Ivy Investment Management Company. In his role as Chairman of the Investment Policy Committee, Mr. Herrmann works with the CIO and Investment Management Division regarding the investment activities of the company.
Joining the firm as a senior investment analyst covering the technology industries, Mr. Herrmann began his career with Waddell & Reed in 1971. From 1976 to 1987, he was portfolio manager of the Waddell & Reed Advisors Vanguard Fund. Mr. Herrmann also managed the Waddell & Reed Advisors New Concepts Fund from its inception in June 1983 to February 1989. He was named President and Chief Investment Officer of Waddell & Reed Investment Management Company in 1987, and Ivy Investment Management Company at its formation in 2003. For the holding company, Waddell & Reed Financial, Inc., he was named CEO in 2005, and named president in 1998 prior to the company’s initial public offering.
Mr. Herrmann received his BS in finance from New York University in 1966. Prior to joining Waddell & Reed, he was an investment analyst specializing in high technology stocks for a major New York City bank and two Wall Street brokerage firms.
Mr. Herrmann is a Chartered Financial Analyst. He is a member of the CFA Institute. He is a member and past president of the Kansas City Society of Financial Analysts.
