Ian Bremmer- Hedging Political Instability for Insight and Profit

My colleague Scott Lichtman took notes on Ian Bremmer’s talk Monday night at this past week’s World Hedge Funds Summit . Dr. Bremmer’s prediction that Rumsfeld would resign proved accurate within 48 hours. Ian Bremmer, President of Eurasia Group, and author of The J-Curve: A New Way to Understand Why Nations Rise and Fall, spoke...

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Mohamed A. El-Erian, President & CEO of Harvard endowment, on the global economy

I went to a very worthwhile talk last night at the Harvard Club by Mohamed A. El-Erian, President and CEO, Harvard Management Company, which manages the $29 billion Harvard endowment (as of 6/30/06). The endowment has had consistently impressive performance. As background, I’ve posted on the blog below an article I wrote for the Harbus,...

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