On-Demand Podcast | Market Forecast: Return to Prosperity or False Dawn?

Daniel Clifton is a partner and the head of Strategas Research Partners’ DC office. He directs its legislative and public policy research efforts. Prior to joining Strategas, he served as executive director of the American Shareholders Association (ASA), a non-partisan, non-profit organization which analyzes public policy affecting shareholders. His research and political analysis on the interaction between legislation, policy and equity markets has been widely cited in the media. Prior to joining the ASA, Clifton served as chief economist and federal affairs manager for Americans for Tax Reform and as a senior staff member in two gubernatorial administrations working on economic issues. He received a MS in economics and public finance from Rutgers University and a BA in urban planning and policy development also from Rutgers.

Damien Conover, CFA, is a senior equity analyst for Morningstar, covering the pharmaceutical industry. He is also an equities strategist and editor of Morningstar Healthcare Observer. Prior to joining Morningstar in 2007, Conover was an equity research analyst covering the healthcare sector for Raymond James, Bank of Montreal, and Gerard Klauer Mattison. He holds a bachelor’s degree and a master’s degree in finance from the University of Wisconsin—Madison, and was a member of the Applied Security Analysis Program. Conover holds the chartered financial analyst (CFA) designation.

David Malpass is president of Encima Global, an economic research and consulting firm serving institutional investors and corporate clients. His work provides insight and analysis on global economic and political trends, with investment research spanning equities, fixed income, commodities and currencies. He was previously chief economist at Bear Stearns. Malpass co-authors the “Current Events” column in Forbes magazine and his opinion pieces appear regularly in the Wall Street Journal. Between February 1984 and January 1993, Malpass held economic appointments during the Reagan and Bush Administrations. In his government positions, he worked on an array of economic, budget and international issues, including the 1986 tax cut, several congressional budget resolutions, and the Gramm-Rudman budget law. He received a bachelor’s degree in physics from Colorado College and an MBA from the University of Denver. He studied international economics at Georgetown University’s School of Foreign Service.

Christian Menegatti is head of global economic research at Roubini Global Economics. Menegatti’s areas of expertise are global macroeconomics, the U.S. economy, the U.S. housing sector, monetary policy and capital flows, and foreign‐reserve accumulation and management. He holds a PhD in economics from the University of Venice, Italy, and a master’s degree in economics and finance from Venice International University. Previously, Menegatti spent three years as a research scholar at New York University’s department of economics. He makes regular media appearances on CNBC, Forbes and Fox Business News, and is frequently quoted in the financial press. He has been an invited speaker at a variety of institutions including the Carnegie Council, Chatham House, Merrill Lynch and the Society for Quantitative Analysis. His research has been quoted by several scholars and institutions including the IMF and the European Commission.

Philip J. Orlando, CFA, is chief equity market strategist, responsible for formulating Federated’s opinions on the various equity markets and positioning strategies, as well as articulating the practical implications of those targets to clients and potential clients. Orlando is chairman of the Macro Economic Policy Committee and chairman of PRISM Asset Allocation Committee. He also serves as head of the balanced/macro team within the equity area. Orlando holds a BA and MBA from New York University.