Philip H. Gocke Since 2005, Mr. Gocke has been a Managing Director of the Options Industry Council (“OIC”) responsible for research and education for institutional investors. The OIC is a non-profit industry association, sponsored by the nine U.S. options exchanges and the Options Clearing Corporation and is dedicated to educating the investing public, brokers and pension funds, hedge funds and money management firms, about the benefits and risks of exchange-traded options. Mr. Gocke is also the founder and President of the options trading firm, Brite Sky LLC.
Previously Mr. Gocke was the CEO of Van Der Moolen Options U.S.A. LLC (“VDM”), a Managing Partner with Tague Securities Corporation, a Vice President and Chief Advisor for Bank of America’s Financial Market Advisory Group and a senior foreign exchange trader for the Federal Reserve Bank of New York. Mr. Gocke received an MBA degree from New York University and a BA in Economics from Lafayette College.
David H. Levey
David Levey is an independent political economist conducting research focused on the structure of the global economy. Among his publications is “The Overstretch Myth” (co-authored with Stuart S. Brown in the March/April 2005 issue of Foreign Affairs), which discusses the U.S. current account deficit and foreign debt. He is currently working on a book about the global competition between different models of capitalism and the role of state intervention.
Mr. Levey studied economics and politics at the University of Chicago and Harvard University. He has taught at Yale, Wayne State University (Detroit) and the New School University (New York) and was an Associate Economics Editor at Business Week. After serving as Manager of the Country Review Department at Wells Fargo Bank, Mr. Levey joined Moody’s Investors Service in 1985 as a senior sovereign analyst and a year later was promoted to Managing Director in the Sovereign Risk Unit, a position he held until his retirement in 2004. His team was responsible for assigning credit ratings to bond issues of governments in Europe, the Middle East, Africa, and South Asia.
Steven R. Malin
Steven R. Malin was an officer of the Federal Reserve Bank of New York and held varying roles at the Fed during his 16 years of service including Senior Economist, Corporate Secretary, speechwriter and head of Communications. Prior to working at the Fed, Mr. Malin was Senior Research Economist at The Conference Board, where he developed a regional economics center and was responsible for monetary and fiscal policy analysis. More recently, Mr. Malin was Senior Portfolio Manager at Alliance Bernstein and runs a private economics consulting practice serving 15 Fortune 500 companies and a dozen states and localities. He has served on two national commissions focusing on U.S. competitiveness, advised several governments and officials on economic policy, and led public-private coalitions promoting financial literacy and economic development. Mr. Malin has taught economics for over 33 years most recently as Adjunct Full Professor at Barnard College and is the author of dozens of research articles and three monographs on economic issues. He holds a B.A. and M.A. from Queens College (Phi Beta Kappa and magna cum laude) and a Ph.D. in economics from the Graduate Center of the City University of New York.
Kurt E. Karl
Kurt E. Karl is a Senior Vice President and head of Swiss Re’s Economic Research and Consulting, North America. Mr. Karl has responsibility for the North American segment of Swiss Re’s “sigma” insurance industry research. In addition, he supports Swiss Re’s strategic planning and provides internal consulting on products and economic risks. He also supplies insights and forecasts on the U.S. and global economies to Swiss Re Asset Management for use in a variety of corporate decisions, including asset management.
He is an expert on the U.S. and global economies with extensive experience and knowledge of foreign markets and has lived and worked in Europe, Africa and Asia. Karl is a contributor to many forecasting surveys, including those of the Wall Street Journal (WSJ), Blue Chips, Bloomberg and Reuters. He is widely quoted in the financial press.
Prior to joining Swiss Re, Mr. Karl was chief international economist at WEFA, Inc., an economic forecasting firm located near Philadelphia. He has a B.A. from the University of Oregon, a M.Sc. from the London School of Economics and a Ph.D. from Princeton University.
Phil Guarco is chief investment strategist for Latin America. He is part of the team that is responsible for global investments and portfolio strategy for the firm’s international client relationships. Prior to J.P. Morgan, he was a senior credit officer for Latin American financial institutions at Moody’s. Mr. Guarco started his career as a corporate lender for Citibank, where he subsequently led a team of bankers in their Mexico City branch. His commentaries have been frequently covered in the Financial Times, The New York Times, and The Wall Street Journal. Mr. Guarco has been a guest speaker on Bloomberg and Reuters News and has been cited frequently in World Bank and IMF research publications. He holds a B.A. from Grinnell College and an M.A. from The School of Advanced International Studies of the Johns Hopkins University.
Diane Coogan-Pushner, Ph.D., CFA
Diane Coogan is a Distinguished Lecturer of Economics and Associate Dean of Social Sciences. Ms. Coogan began her career over 20 years ago at the World Bank in its Research and Policy division. She then held increasingly senior positions in AT&T’s forecasting and strategy group, and at PricewaterhouseCoopers directing corporate finance and risk management engagements. Ms. Coogan was Managing Director at Swiss Re Financial Services Corp. and was a portfolio manager for a private equity hedge fund and public equity hedge fund both dedicated to financial services. Ms. Coogan has served as a member of Standard & Poor’s Insurance Advisory Council, served as a Director of a privately held insurance company, and has published on topics of risk and investment performance. Ms. Coogan holds her Ph.D. in economics from Boston University.