Constance Hunter
Chief Economist, KPMG LLP
Constance Hunter is the Chief Economist of KPMG LLP. She is an economic thought leader focusing on how economic factors impact asset prices and business performance worldwide. In her role at KPMG Constance works closely with the firm’s leadership and clients to identify inflection points, risks and opportunities that arise in the constantly evolving economic landscape. She is known for correctly calling economic indicators that presage market turning points such as the Russian currency devaluation in 1998, the Dotcom bubble in 2001, the real estate and credit crisis in 2007-08, the recovery of the housing market and concurrent low bond yields in 2012 and the continued low bond yields through 2016.
Constance has held high level positions in asset management for nearly two decades. She has held the position of Chief Investment Officer or Chief Economist for the past ten years. Prior to joining KPMG, she served as Deputy Chief Investment Officer at AXA Investment Managers where she helped manage over $500 billion in fixed income assets. She graduated with a BA in Economics and Sociology from New York University and with a Master’s
of International Affairs with a concentration on international economics from Columbia University’s School of International and Public Affairs. She holds the Certified Business Economist designation from the National Association for Business Economics.
Constance is a regular speaker at conferences on a wide variety of macroeconomic topics and a frequent guest on all major financial media channels. She is also actively involved with a number of economic and financial market associations including the National Association for Business Economics, New York Association for Business Economics, Money Marketeers, Women’s Bond Club and of 100 Women in Finance. Constance can be followed on twitter at @constancehunter.
Kate Moore
Managing Director, Chief Equity Strategist, BlackRock
Kate Moore, Managing Director, is Chief Equity Strategist for BlackRock and is a member of the BlackRock Investment Institute (BII). She is responsible for developing global equity market insights and actionable investment advice, aswell as representing BlackRock’s market views for Equities across all channels.
Prior to joining BlackRock, Ms. Moore was the Chief Investment Strategist for the Private Bank at J.P. Morgan and a member of the Global Investment Committee. In this role she set asset allocation and investment strategy for U.S. discretionary multi-asset portfolios and managed a macro equity strategy for private clients.
Before joining J.P. Morgan, Ms. Moore was the Senior Global Equity Strategist at BofA Merrill Lynch Global Research. In this role, she was responsible for publishing and marketing macro equity strategy, asset allocation and thematic investment advice for both institutional and individual investors. Prior to BofA ML, Ms. Moore was an Emerging Markets Strategist for Moore Capital Management, where she conducted macro research and developed trade ideas in equity, credit and commodity markets. Priorto Moore Capital, Ms. Moore was a member of the Global Strategy team at Morgan Stanley Investment Management (MSIM), a team which managed several asset allocation funds and published investment research. Ms. Moore began her career as a strategy consultant for both Mitchell Madison Group and Silver Oak Partners.
Ms. Moore holds a B.A. in Political and Social Thought from the University of Virginia, and an M.A. in Political Economy from the University of Chicago.
Ellen Zentner
Managing Director, Chief US Economist, Morgan Stanley
Ellen Zentner is Chief US Economist and a Managing Director at Morgan Stanley. Ms. Zentner has been named to the “Bloomberg Best” list of top forecasters of the US economy and has 20 years’ experience as a Fed watcher and markets-based economist, with a keen eye toward early identification of market-moving trends.
Ellen joined Morgan Stanley in 2013 from Nomura Securities International, where she served as Senior Economist for Fixed Income. Previously, she served as the Senior Economist at Bank of Tokyo-Mitsubishi UFJ, LTD., and Senior Economist at the Texas State Comptroller.
Ellen serves on the Economic Advisory panel for the New York Federal Reserve Bank and the Academic Advisory Panel for the Chicago Federal Reserve Bank, as well as the American Bankers’ Association Economic Advisory Committee. She is a Director of the National Association for Business Economics and has been a past president of the New York Association for Business Economics. Ms. Zentner holds a Bachelor of Business Administration and a Master’s Degree in Economics from the University of Colorado and is an avid fly fisherman.
Subadra Rajappa
Managing Director, Head of US Rates Strategy, Societe Generale
Subadra Rajappa joined Societe Generale in October 2014 as Head of US Rates Strategy. In her current role she is responsible for publishing thematic research on US rates markets and highlighting relevant trading opportunities. She is a frequent speaker at internal and industry conferences and is actively involved in presenting her views to the firm’s clients.
Subadra has over 20 years of experience in the financial industry. Previous at Morgan Stanley, she was a senior rates strategist focused on macro themes in the rates markets. She was the lead strategist covering many topics and presenting in-depth research in fixed-income derivatives, inflation, money markets and the evolving regulatory environment.
Subadra has extensive experience in global fixed-income markets including positions in research, sales and strategy at Morgan Stanley and Citigroup. She has a strong quantitative background and started her career in finance at Salomon Brothers as a quantitative analyst where she focused on emerging market derivatives and credit derivatives before transitioning to rates.
