Industry Call to Action



John Rogers, CFA

Monday, 7 May 2012 9:00–9:10 a.m. CDT (10:00 a.m. EDT / 3:00 p.m. BST / 10:00 p.m HKT)

World Debt Crisis: Endgame Scenarios and What They Could Mean for Investors


Live Streaming Event

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Monday, 7 May 2012 9:10–10:10 a.m. CDT (10:10 a.m. EDT / 3:10 p.m. BST / 10:10 p.m HKT)


This live broadcast qualifies for 1 CE credit hour for CFA Institute members.

Click the “Record credits” button on My CFA to track your participation.



Anatole Kaletsky


Anatole Kaletsky is editor at large at The Times of London, where he writes a weekly column on economics and government, and vice chairman of GaveKal Dragonomics. He is also chairman of the Institute for New Economic Thinking. Previously, Mr. Kaletsky was a full-time journalist for The Times, the Economist, and the Financial Times, where he was a Washington correspondent and the New York bureau chief. His recent book, Capitalism 4.0, about the new model of capitalism emerging from the global financial crisis, was nominated for the BBC’s Samuel Johnson Prize for Non-Fiction. Mr. Kaletsky’s book The Costs of Default influenced the resolution of the Latin American debt crisis via Brady bonds. He holds a first-class degree in mathematics from King’s College, Cambridge, and an MA in economics from Harvard University, where he was a Kennedy Scholar. Mr. Kaletsky also holds an honorary doctorate of science from the University of Buckingham.



Barry L. Ritholtz


Barry L. Ritholtz is CEO and director of equity research at Fusion IQ, an online quantitative research firm. Previously, he was chief market strategist for Maxim Group. Mr. Ritholtz is the author of the book Bailout Nation and the blog The Big Picture, and his writing has been featured in Barron’s, Bloomberg, the Wall Street Journal, and the Economist. He also writes a column on investing for the Washington Post and has appeared on CNBC, Bloomberg, Fox News, CNN, ABC, CBS, NBC, PBS, MSNBC, and C-SPAN. Mr. Ritholtz holds a bachelor’s degree in political science from Stony Brook University and a law degree from the Benjamin N. Cardozo School of Law at Yeshiva University.



David Rosenberg


David Rosenberg is the chief economist and strategist at Gluskin Sheff + Associates Inc. Previously, he was chief North American economist at Bank of America Merrill Lynch and a senior economist at BMO Nesbitt Burns and the Bank of Nova Scotia. Mr. Rosenberg has been ranked first in economics in the Brendan Wood International survey for Canada and second overall in the 2008 Institutional Investor survey for the United States, and he has been placed on the Institutional Investor All-America Research Team in multiple years. He holds a BA and an MA in economics from the University of Toronto.



John F. Mauldin


John F. Mauldin is president of Millennium Wave Investments. Previously, he served as CEO of the American Bureau of Economic Research, Inc. Mr. Mauldin is the author of the books Bull’s Eye Investing, Just One Thing, and Endgame, and he writes the “Thoughts from the Frontline”and “Outside the Box” e-newsletters. He serves on the board of directors of the International Reconciliation Coalition, the International Children’s Relief Fund, and Galectin Therapeutics. Mr. Mauldin holds a BA from Rice University and a master’s degree from Southwestern Baptist Theological Seminary.

Opening Speaker


John D. Rogers, CFA


John D. Rogers, CFA, joined CFA Institute as president and CEO in January 2009 after more than two decades of global experience as an investment practitioner and executive in the Asia-Pacific region and the United States. Rogers worked with Citibank and CIGNA in Japan and Australia prior to joining INVESCO. He served as president and chief investment officer of Invesco Asset Management Ltd., Japan, CEO and co-chief investment officer of Invesco Global Asset Management, N.A., and as CEO of Invesco’s worldwide institutional division, with over $200 billion in assets under management and 2,500 employees. After leaving Invesco in 2007, he founded Jade River Capital Management.








Panel Speakers