John tailors each presentation to the needs of his audience and is not limited to the topics we have listed below. These are subjects that have proven valuable to customers in the past and are meant only to suggest his range and interests. Please ask us about any subject that interests you; we are sure that we can accommodate you.
Globalization and Markets
Where to invest? John can provide simple but powerful analysis of the interactions between the US, Europe, Japan, China and emerging markets, explaining how they are interconnected, the risks those connections pose, and how to invest in an globalized world.
Bonds or stocks? Active or Passive? Is there any role for gold in a portfolio? Is it worth buying stocks and holding for the long-term, or sticking with them? Do hedge funds make sense? What are the risks of another crash and how can we protect against it? John can illuminate all of these central issues for investors.
Emerging Markets (with special focus on Latin America and Mexico)
John ran the FT’s Mexico and Central America bureau for four years and is an expert in the region. With experience presenting on the region to both Latin American and European or North American audiences, he is the ideal speaker on the subject whatever the audience’s own level of knowledge.
The Global Financial Crisis
As the FT’s principal markets commentator 2007 to 2009, John was based in New York throughout the crisis, just blocks away from Lehman Brothers’ head office. The author of The Fearful Rise of Markets, a well-reviewed book on the crash, he can speak authoritatively on the causes of the crisis — and whether the world has really recovered from it.
Europe’s Financial Crisis
John returned to London just as the eurozone sovereign debt crisis broke out in 2010, and covered it both as head of “Lex" and as a senior investment columnist. He has presented on the subject in some of the most severely hit crisis countries, including Spain, Portugal and Italy, and can provide both an overview and detailed knowledge from the ground.
Banking Regulation and its Flaws
Why did the crisis happen? Because, in large part, banks and investment companies were inadequately regulated. Has anything been done to fix this? From the Volcker Rule through Basel IIII to proposals to bring back Glass-Steagall, John has had a front-row seat, frequently inveighing in columns against the weakness of the re-regulation that followed the crisis.
An alumnus of the Columbia Business School class in Value Investing which was started by Benjamin Graham and taken by Warren Buffett, John can enthusiastically address the issues surrounding value investing. It appears to have performed worse since the crisis — but, as he argues, it is still the best bet for the long term.