Experience

• 

  Ubs

  Sept 1999 - Sept 2013

  Led the firm’s global thematic research efforts as senior editor and author of the bank’s flagship thematic research publications, based in both New York and Zurich on international assignment. • Managed global teams of analysts, economists, and strategists – and collaborated with external specialists – to produce long-term views and investment recommendations on a wide range of themes. • Worked with equity strategists and analysts to create thematic stock baskets and coordinated with senior management to build investment vehicles and commercial capabilities that aligned to the investment themes.• Authored bespoke articles for individual and institutional investor magazines, invited to provide keynote speeches at conferences and seminars worldwide, and shared our themes with global media outlets.• Published on topics such as North American energy independence, sustainability, climate change, retirement, healthcare, geopolitics, American competitiveness, demographics, emerging markets, and commodities. Show less

  • Head of Thematic Research

    Jan 2006 - Sept 2013

  • Head of Fixed Income Strategy and Preferred Stock Strategist

    Sept 1999 - Dec 2005
• 

  Blackrock

  Sept 2013 - Sept 2023

  Contributed to the formation of the BlackRock Investment Institute’s tactical asset allocation views, communicated investment outlook to clients and journalists in the U.S. and Canada, and organized thematic investor workshops. • Hosted over 250 meetings each year for global clients across a range of asset owners, including sovereign wealth funds, pension plans, insurance companies, registered investment advisory (RIA), and wealth management firms.• Managed tactical research on U.S. equity earnings, valuations and sector analysis to achieve more granular investment views. Focused efforts on linking sector views to macro forecasts and regime switching models.• Featured speaker in the media and at client conferences on global macroeconomic and financial market developments, asset allocation, thematic mega-trends, sustainable investing, and strategic asset allocation.• Supported the RBC iShares alliance through ongoing participation in RBC Global Asset Management conferences and frequent visits throughout Canada to share BlackRock’s investment outlook with advisors.• Moderated and organized internal investor workshops on geopolitical developments, U.S. elections and debt ceiling frictions. Authored post-event client summaries to highlight related tactical investment views.• Researched and published global weekly commentaries periodically throughout the year, as well as letters to our Canadian clients to accompany the firm’s flagship year-ahead and midyear outlook publications. • Developed a course for the BlackRock Educational Academy to coach employees on becoming better students of the markets. Employees shared stories highlighting resources they used to improve financial knowledge. Show less Created value-added Canadian macro and financial market insights and raised BlackRock’s visibility in Canada through frequent interaction with clients, investors, think tanks, policymakers, and the media.• Authored and published blog posts, investment articles and video content on Canadian investment themes to communicate our views and supplement frequent travel to meet with institutional and wealth clients.• Appeared regularly in the Canadian financial news media. Featured semi-annually in the Globe and Mail in a full-page guest interview with leading personal finance journalists and appeared monthly on BNN Bloomberg.• Originated and wrote a weekly email note on Canadian economic, policy, and financial market developments, and sent it to more than 500 internal investors and colleagues for more than six years. • Organized an annual institutional client field trip to Ottawa to meet with senior policymakers at the Department of Finance, Global Affairs, the Bank of Canada, CMHC, and other government ministries.• Member of the BlackRock Investment Institute. Show less Presented the firm’s global investment views to institutional and financial advisor clients throughout North America, sharing perspectives on equities, fixed income, currencies, and alternative investments. • Conducted macroeconomic and financial market research and incorporated views from across the BlackRock platform to inform our tactical investment recommendations. • Contributed to the firm’s thought leadership as an author of monthly publications, thematic white papers, and blog posts. Developed compelling data visuals and creative messages to facilitate the communication of views. Show less

  • Senior Investment Strategist for North America

    Aug 2019 - Sept 2023

  • Chief Investment Strategist for Canada

    Mar 2016 - Aug 2019

  • Global Investment Strategist

    Sept 2013 - Mar 2016
• 

  Kurt reiman music

  Jan 2018 - now

  Owner
• 

  The conference board

  Jan 2024 - Jun 2024

  Senior economist for finance, risk and strategy

  Built a new research-driven capability to explore topics related to finance, risk and strategy. Tailored content and conclusions to the needs of C-suite executives and corporate members, while also cultivating media interest. • Published a series of research reports on commercial real estate weakness and the outlook for rising bank loan losses and the broader economic impact, leveraging FDIC data sets created and manipulated using Python.• Authored a report series on the evolution of the Fed’s balance sheet, the effort to reduce its size, and the financial and economic risks related to reduced liquidity. Show less

• 

  Ubs

  Jun 2024 - now

  Head of fixed income, chief investment office americas