Speaker: Donald H. Straszheim
Title: China’s Future: Building a Different Economy
Date: Wednesday, May 5, 2010
Time: Noon
Place: Plaza Club
Please join us at noon on Wednesday, May 5, 2010, at the Plaza Club (21st floor, 100 West Houston Street, San Antonio, TX 78205, phone: 210.227.4791) to hear
Donald H. Straszheim, Head of China Research and Senior Managing Director at ISI group. Don will discuss China’s Future: Building a Different Economy.
This is a CE credit event.
Non-members: $25
The lesson China learned from the 2008 Olympics is that ‘control works.’Beijing is increasingly confident that their economic strategy is a winning one.With the 2008 U.S. financial meltdown, China won’t listen to economic or market suggestions from the U.S.China is looking to solidify its central planning powers, not to give them to the marketplace.China – Washington trade frictions are rising.The 2009 global recession is hurting China, and the domestic focus is now on lifting growth rather than on fighting inflation.So how much does China slow?What does this mean for equities, profits, trade, FDI, China's sovereign wealth fund, global M&A, and the currency?And what about China and the commodity markets, energy, and the environment?
Donald Straszheim is Head of China Research and a Senior Managing Director
at ISI Group. Straszheim has been a well-known figure on Wall Street for many years. Since the Asian crisis of 1997, Don has spent his time thinking about China and its global role --- the economy, business, financial markets, investments, society and policy. He has traveled in China extensively over many years, and has written and spoken widely on China’s developing economy and evolving global role.
From 1985 to 1997, Don served as global Chief Economist at Merrill Lynch and
Co., New York City. While there he was voted to Institutional Investor’s All-Star team for 10 consecutive years. He was the firm’s primary economic spokesman and managed its global economic research effort.
From 1997 to 2001, Don was President of the Milken Institute, a not-for-profit economic think tank in Los Angeles. He revamped their research program and
helped Michael Milken create, manage and produce the now world-renowned
annual Milken Institute Global Conference. Since 2002 he has operated his own China-focused economic consultancy, Straszheim Global Advisors. From 2006 to 2008 he was Vice Chairman of Roth Capital Partners in Newport Beach, CA, spearheading its highly successful China Initiative.
Earlier in his career, he was Chief Economist at Wharton Econometrics at the
University of Pennsylvania, Chief Economist at Weyerhaeuser Company and
U.S. Economist for IDS, a money management firm. Don is also a Visiting Scholar at UCLA’s Anderson School of Management, and serves on various boards. He is a past President of the Chartered Financial Analysts Society of Los Angeles. Don earned a B.S., M.S. and Ph.D. from Purdue University where he also played on their NCAA championship golf team.
ISI Group is an independent research firm serving the global institutional investment community. Headquartered in New York City, ISI was founded in
1991 and is still chaired by the well-known Wall Street economist Ed Hyman.
Straszheim works out of the firm’s Los Angeles office.
Next meeting:
Mark Vitner, Senior Economist, Wells Fargo Securities, LLC, at noon on Tuesday, June 8, 2010, at Maggiano’s at the Rim.