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# 1517 U.S.-EUROPEAN REGULATORY REFORM & COORDINATION Part II

GUESTS:  Peter Dehnen, DEHNEN LAWYERS, Tim Adams, Managing Director, THE LINDSEY GROUP

SLIDES:

1.      GERMANY’S BAD BANKS

2.      INTERNATIONAL REGULATOR

3.      POLITICS DROVE DEREGULATION

4.      EXPANSION OF FED’S POWER

5.      GERMANY’S CHANCELLOR CRITICIZES U.S. & U.K.

6.      EU SAYS BANK WRITE DOWNS WILL GROW

7.      EU CALLS FOR REGIONAL SUPERVISION

8.      NEW EUROPEAN RISK COUNCIL

9.      MARKET REGULATORS CONSOLIDATE

10.  VOLCKER URGES GLOBAL REGULATION

11.  OBAMA URGES FINANCIAL OVERHAUL

12.  U.S. CONGRESS WATERS-DOWN REFORMS

 

# 1516 U.S.-EUROPEAN REGULATORY REFORM & COORDINATION Part I

GUESTS:  Jean-Marc Baissus, Director General FOUNDATION POUR LE DROIT CONTINENTAL (CIVIL LAW INITIATIVE), Marc Andre’, Past President, INSOL EUROPE Stephanie Zecevic, Notary, Real Estate Attorney, CONSEIL SUPERIEUR DU NOTARIAT, Angel Gurria, Secretary General, OECD (Organization for Economic Cooperation and Development)

SLIDES:

1.      CURBING GLOBAL FINANCIAL TRADE

2.      TOTAL NOTIONAL VALUE OF CD’S

3.      CODE OF CONDUCT FOR DERIVATIVES

4.      UK FSA BANK RULES

5.      EUROPEAN BANK STRESS TEST RESULTS

6.      ECB’S TRICHET CALLS FOR MARKET REGULATIONS

7.      EUROPEANS PROPOSE TOUGHER REFORMS

8.      FRENCH BANKRUPTCY LAW

9.      FRENCH MORTGAGE GUIDELINES

10.  BANKS FIGHT REGULATION OVERHAUL

11.  MORTGAGE BACKED SECURITIES

 

# 1515 EMERGING MARKETS & PRIVATE EQUITY

GUESTS:  Sarah Alexander, President, EMERGING MARKETS PRIVATE EQUITY ASSOCIATION, Aglae Touchard, Chargee d’Affairs, Fund Management, PROPARCO, French Development Agency, Teresa Barger, Managing Director, CARTICA CAPITAL

SLIDES: 

1.      CHANGES TO EM PE INVESTMENT STRATEGY

2.      PRIVATE CAPITAL FLOWS

3.      FUNDRAISING EVOLUTION IN U.S.

4.      CHINA AND INDIA CONTINUE TO LEAD LP INVESTMENT STRATEGIES

5.      LIMITED PARTNERS NOT RE-INVESTING WITH GENERAL PARTNERS

6.      FACTORS LIKELY TO DETER LPS FROM REINVESTING NEXT 12 MONTHS

7.      CHANGE IN OVERALL RISK OF EM PE

8.      RISK PREMIUM RISES

9.      OUTWARD FDI FLOW

10.  CAPITAL CONSTRAINT IS PRIMARY REASON LPS REDUCE COMMITMENTS

11.  DESPITE INCREASED RISK, LPS PLAN TO INCREASE EXPOSURE

MEDIA MATTERS

GUEST:  Jeanie Clark, Founder, STEEL CORSET PRODUCTIONS

  

# 1514 SMALL BUSINESS AND STIMULUS SPENDING 

GUESTS:  Eric Dobyne, Regional Director, U.S. DEPARTMENT OF COMMERCE Minority Business Development Agency, Steven Rogers, Director, Levy Institute for Entrepreneurial Practice, KELLOG SCHOOL OF MANAGEMENT, Robert Colorina, Director, AMERICAN INDUSTRIAL ACQUISITION CORPORATION, Michael Granger, Chairman, CEO CAPITAL ACCESS FORUM 

SLIDES:

1.      FEDERAL GOVERNMENT SPENDING

2.      INFRASTRUCTURE: PRODUCTIVE SPENDING

3.      WHO PAYS FOR IT ALL?

4.      RAIL USE GROWING

5.      FUNDS FOR TRANSIT CAPITAL EXPENDITURES

6.      $819 BILLION INFRASTRUCTURE BILL

7.      OBSTACLES TO INFRASTRUCTURE SPENDING

8.      CONGRESS SPENDS $410 BILLION OMNIBUS

9.      POTENTIAL U.S. SMALL BANK LOSSES

10.  U.S. UNEMPLOYMENT RATE TREND ’99-‘09

11.  THE BAILOUT IN BROAD TERMS

12.  BANK BAILOUTS

13.  WHAT IS TARP MONEY BEING SPENT ON?

14.  BANK LOSSES TO EXCEED $2 TRILLION

15.  LOCAL AND REGIONAL REQUESTS

16.  AMERICAN RAILS LAG THE WORLD

17.  U.S. RAIL SYSTEM IS TWO CENTURY OLD

18.  U.S. AND JAPANESE GOVERNMENT DEBT HELD BY THE PUBLIC AS A PERCENTAGE OF GDP, ’91-‘08

19.  ROADS TO NOWHERE

20.  LAST BIG HIGHWAY SPENDING PROGRAM – ½ CENTURY OLD

21.  LOBBYING EFFORTS

MEDIA MATTERS

GUEST:  Carol Bidault de l’Isle, Partner, MEDIA FUSION

 

# 1513 ASIA AND THE GLOBAL RECOVERY: CAN CHINA SAVE THE WORLD ECONOMY?

GUESTS:  Mark DeWeaver, Partner, QUANTRARIAN CAPITAL MANAGEMENT, Masahiro Kawai, CEO, ASIAN DEVELOPMENT BANK INSTITUTE, Woo Yuen Pau, President, ASIA PACIFIC FOUNDATION OF CANADA, Chair, PACIFIC ECONOMIC COOPERATION COUNCIL

SLIDES: 

1.      CHINA SHANGHAI SE A SHAREXX: SHASHR (INDEX)

2.      CHINA’S GDP DECELERATING MUCH FASTER THAN THE ’97-’98 ASIA CRISIS

3.      WORLD BANK SLASHES CHINA GDP GROWTH

4.      DOW JONES INDUSTRIALS, VS CHINA SHANGHAI (INDEX)

5.      CHINA RELIES ON ITS EXPORT MACHINE

6.      WORLD TRADE TO FALL 9% IN 2009, COMPARED TO 4.6% GROWTH IN 1999

7.      CHINA’S EXPORTS IN FREE FALL

8.      REAL ESTATE INVESTMENT GROWTH SLOWS DRAMATICALLY

9.      FOREIGN BANKS BAILING OUT

10.  WORLD’S LARGEST ECONOMIES 2050

11.  FOUR TRILLION YUAN STIMULUS PROGRAM

12.  CHINA’S STIMULUS CNY 4 TR ($586 BN)

13.  STIMULUS EFFECTS WILL BE MUTED

14.  WORLDWIDE GDP COLLAPSES

15.  CAN CHINA ADD JOBS AND CONSUME?

16.  A “W” RATHER THAN A “V” – SHAPED BOTTOM

17.  GOVERNMENT INVESTMENT ONLY 1/3 OF TOTAL

18.  THE TRADE WARS BEGIN

19.  BANK CREDIT AND CASH UNABLE TO HELP

20.  CHINA ECONOMIC RECOVERY? DOUBTFUL

21.  STIMULUS SPAWNS CORRUPTION ANXIETY

22.  CORRUPTION STILL PROBLEM

23.  CHINA’S LEADER “WORRIED” OVER U.S. TREASURIES

24.  CHINA’S PURCHASE OF U.S. TREASURIES SLOWS TO A TRICKLE

25.  IMPORTANCE OF STRENGTHENING REGIONAL COOPERATION

26.  % RESPONDENTS WHO EXPECTED WEAKER TO MUCH WEAKER ECONOMIC GROWTH FOR THE GLOBAL ECONOMY OVER THE NEXT 12 MONTHS

27.  THE GLOBAL CRISIS WILL ACCELERATE THE PACE OF ASIAN ECONOMIC INTEGRATION AND COOPERATION

28.  THE US ECONOMY WILL RECOVER FROM THE ECONOMIC CRISIS TO RESUME ITS LEADING POSITION IN THE WORLD ECONOMY?

29.  WHAT ARE YOUR EXPECTATIONS FOR ECONOMIC GROWTH OVER THE NEXT 12 MONTHS?

30.  ECONOMIC STIMULUS AND RECOVERY PACKAGES % RESPONDENTS WHO WERE SATISFIED (NET-SATISFIED MINUS DISSATISFIED)

31.  EXPECTATIONS FOR ECONOMIC GROWTH NEXT 12 MONTHS COMPARED WITH PAST YEAR?

32.  IMPACT OF DEEPER REGIONAL ECONOMIC INTEGRATION

33.  RATE THE FOLLOWING RISKS TO GROWTH FOR THE ASIA PACIFIC OVER THE NEXT 12 MONTHS?

  

# 1512 BANK “STRESS” TEST: OR PHONY BANK EXAM 

GUESTS:   DOUGLAS REDIKER, NEW AMERICA FOUNDATION and MARTIN WEISS of WEISS RESEARCH

SLIDES: 

1.      BANK BAILOUTS

2.      HEDGE FUND MANAGER MOCKS BANKERS

3.      AMERICA’S TRANSFORMATION TO A “FINANCIAL” ECONOMY

4.      CHANGE IN BANKRUPTCY RULE MAY HAVE LED TO DEFAULTS

5.      ASSETS HELD AT FINANCIAL INTERMEDIARIES

6.      WEISS EVALUATION OF STRESS TESTS

7.      WEISS EVALUATION

8.      WEISS EVALUATION

9.      WEISS EVALUATION

10.  ACCOUNTING GAMES BEGIN

11.  MARK-TO-MARKET TOXIC ASSETS

12.  U.S. OVERPAID FOR BANK TOXIC ASSETS

13.  WEISS EVALUATION

14.  WEISS EVALUATION

15.  “SUBPRIME” IS TINY IN THE BIG PICTURE

16.  THE FED’S FOOLISH ASSUMPTIONS

17.  OOPS! FED ADJUSTS GDP DOWNWARD, BAILOUT TOTAL UP

18.  DERIVATIVES MARKETS SKYROCKET!

19.  GOVERNMENT FUNDS COMMITTED TO DATE, GROWS AND GROWS

20.  BANK LOSSES TO EXCEED $2 TRILLION

21.  BAILING OUT THOSE WHO CAUSED THE CRISIS

22.  U.S. GOVERNMENT/BANKS STILL FACE MAJOR LOSSES/DEBT ISSUE

23.  TOTAL ANNUAL DEFICIT, OR SURPLUS AS SHARE OF U.S. GROSS DOMESTIC PRODUCT

 

# 1511 WILL OBAMA’S IMAGE PROMOTE BETTER TRADE FOR THE U.S.?

GUESTS:  Pierre Vimont, FRENCH AMBASSADOR TO THE U.S., Klaus Scharioth, GERMAN AMBASSADOR TO THE U.S., Petr Kolar, CZECH AMBASSADOR TO THE U.S., Mikail Gorbachev, Former Secretary General of the SOVIET UNION, Former President of the RUSSIAN FEDERATION, Imad Moustapha, AMBASSADOR OF SYRIA, John Bruton, DELEGATION TO THE EUROPEAN COMMISSION, Doug Berry, US COMMERCIAL SERVICES, U.S. Department of Commerce

SLIDES: 

1.      OPINIONS ON THE US MILITARY PRESENCE IN THE MIDDLE EAST

2.      VIEWS OF THE UNITED STATES’ INFLUENCE

3.      CONFIDENCE IN BUSH

4.      CONFIDENCE IN PUTIN

5.      PREDICTED CHANGES IN US RELATIONS WITH WORLD DUE TO ELECTION OF BARACK OBAMA

6.      PRIORITIES FOR THE NEW US ADMINISTRATION

7.      EVEN LOSING OUR CLOSEST FRIENDS

8.      “WAR WORTH FIGHTING” – SINCE 4/03

9.      ARAB VIEWS

10.  OPINIONS OF THE US GOVERNMENT’S HANDLING OF...

MEDIA MATTERS  

GUEST:   ANDY EDMUNDS, THE INTERNATIONAL FILM INDUSTRY IN VIRGINIA 

SLIDES: 

1.      MOVIE TICKET SALES AND PRICES RISE

2.      2009 STARTS WITH A LION’S ROAR

3.      SUCCESS FORMULA: FUND AND DUMB

4.      FILM PRODUCTION TO FALL

 

# 1510 SMALL INVESTORS FIGHTING AGAINST INVESTMENT FRAUD

GUEST:  BILL DANZELL, CEO, INVESTMENT RECOVERY ADVISORS and AUTHOR: "Give Me Back My Money"

SLIDES:

1.      “GIVE ME BACK MY MONEY” BY WILLIAM DANZELL

2.      DOW INDUSTRIAL 10-YEAR PERFORMANCE

3.      FORMAL INVESTOR COMPLAINTS

4.      NO SHORTAGE OF INVESTMENT “PROFESSIONAL”

5.      INVESTOR RETURNS SIGNIFICANTLY LOG RETURN ON THEIR INVESTMENTS

6.      FINRA`S ROLE AS COMPLAINTS SOAR

7.      SMALL INVESTORS ARE ANGRY AS WELL

8.      FORMAL ACTIONS RESOLVED

9.      MUTUAL FUNDS: SHOCK THERAPY

10.  MUTUAL FUNDS FALLING SHORT

11.  RETIREMENT SAVINGS DISAPPEAR

12.  SIPC INADEQUATELY FUNDED

13.  GROWTH OF A HYPOTHETICAL $ 100 OVER 30 YEARS

14.  THE REAL VALUE OF YOUR INVESTMENTS AFTER 30 YEARS

15.  DON'T CONFUSE STOCK MARKET GROWTH WITH (YOUR) AVERAGE INVESTOR RETURNS

16.  INVESTMENT BANK SHENANIGANS

17.  INVESTMENT FIRM SHENANIGANS

18.  PONZI TYPE SCHEMES AND JUST BAD INVESTMENT FIRM

19.  SEC DISCOVERS RATING AGENCY ISSUES

20.  STILL MORE SHENANIGANS

21.  ACCOUNTING GAMES BEGIN

22.  MARK TO MARKET TOXIC ASSETS

23.  JAPAN'S NIKKEI

24.  THE IDIOCY OF MONTE CARLO SIMULATION

25.  FUNDS SCANDALS GROW IN SIZE

26.  S.E.C.`S OWN “INSIDE” TRADING PROBLEMS

27.  401 K WITHDRAWALS HALTED 

 

#1509 THE AIG SCANDAL AND RAMPANT FRAUD IN FINANCIAL/INVESTMENT INSTITUTIONS

GUESTS:  GEORGE SOROS, SOROS FOUNDATION, ROBERT JOHNSON, SOROS FUNDS, ALAN GREENSPAN, Frmr. FEDERAL RESERVE CHAIRMAN, Ken Feltman, President Radnor Inc.

SLIDES:

1.      Bush W. Bailout – Tarp I

2.      Change in bankruptcy rule

3.      America’s transformation to a “financial” economy

4.      Government funds committed to date, grows and grows

5.      Derivatives Markets skyrocket

6.      Assets held at financial intermediaries

7.      Bailing out who caused the crisis

8.      Upcoming bond  defaults expected to set record

9.      Commercial delinquencies soar

10.  Commercial mortgage securities defaults rise

11.  Hedge fund extinction

12.  More shoes to drop in 2009

13.  U.S. overpaid for bank toxic assets

14.  Tarp said to be ripe for fraud

15.  Bank losses to exceed $ 2 Trillion

16.  Pricing toxic assets for the fed?

17.  U.S. Government/Bank still face major losses\debt issue

18.  AIG “rebranding” its name

19.  Bank bailouts

20.  No bonuses for Wall Street

21.  One trillion dollars

22.  AIG taxpayer bailout cash to foreign clients

23.  Bailout recipients owe uncle Sam taxes

24.  Bank may have to replace CEO’s

25.  Senator Dodd in trouble

26.  Risk management

27.  Spreading “tarp” over a leaking roof

28.  Tarp money

29.  “Subprime” is tiny in the big picture

30.  Presidential Approval Index

31.  Give President Obama a grade

32.  No confidence in congress

33.  Why Congress bailout Wall Street, rather than main street?

34.  2008 top recipient of AIG contributions

35.  The best government money can buy

36.  Behind the AIG bonuses

37.  Summers has sticky ties to Wall Street

38.  Treasury dept

39.  Accounting games begin

40.  Total Annual deficit

 

#1508 CAN CHINA OR THE G-20 SAVE THE WORLD ECONOMY?

GUEST:  ALAN TONELSON, Chief Economist, U S BUSINESS & INDUSTRY COUNCIL

SLIDES:

1.      G20 meeting and mixed results

2.      “Bric equity markets 2009

3.      World Bank slashes China GDP GROWTH

4.      U.S. trade deficit with China continues

5.      China’s export in free fall

6.      China relies on its export machine

7.      Four Trillion Yuan stimulus program

8.      Stimulus effects will be muted

9.      Stimulus spawns corruption anxiety

10.  Corruption still problem

11.  Bank credit and cash unable to  help

12.  Can China add jobs and consume?

13.  China economy recovery

14.  China’s purchase of U.S. treasuries slows to a trickle

15.  China’s leader “worried” over U.S. treasuries

16.  Foreign banks bailing out

17.  G-20 “stimulus”

18.  The trade wars begin

 

#1507 TAX EVASION IN THE U.S.

GUEST: Raymond Baker, Managing Director, GLOBAL FINANCIAL INTEGRITY

SLIDES:

1.      BAILOUT TOTALS

2.      TAX GAP UNCOLLECTED

3.      TAX SCHEMES

4.      CAYMAN ISLAND STILL LEADS

5.      EVASION DESTINATION SPREADING WORLDWIDE

6.      NON-OECD

7.      SWISS BANKING

8.      FINANCIAL OUTFLOWS

9.      AMERIDEBT

10.  HEDGE FUNDS

11.  U.S. TAX DODGERS USE INFRASTRUCTURE

12.  FEDS PROMOTE SOME DODGING

13.  FAR REACHING TAX SCHEMES

14.  IRS REQUIRES TIPS

15.  IRS SEEKS RECORDS ON EVERYBODY

16.  IT’S THE WEALTHY STUPID

17.  UBS GAME PLAN

18.  EUROPEAN TAX HAVENS

19.  SLAP ON THE FINGERS

20.  AGENCY HEADS: FINE EXAMPLES

21.  WEAK CONGRESSIONAL EFFORTS

22.  MISPLACED RESOURCES

23.  AUDITS FALL SHORT

24.  CRIMINAL CHARGES FEW AND FAR AWAY

25.  ENFORCEMENT ACTIONS

26.  DERIVATIVE PUZZLE

27.  INTERNATIONAL FLIGHT

28.  ILLICIT BIGGEST MOVERS

29.  TOP 7

  

#1506 MORTGAGE FRAUD: THE OTHER REASON BEHIND THE HOUSING CRISIS

GUEST:  JOHN MURPHY, CEO of MARCOR INVESTIGATIONS INC.

SLIDES:

1.      Existing Home Sales, 2005-2008

2.      Defaults, Swimming, Foreclosures

3.      Properties in Foreclosure 2006-2009

4.      Seeds of the financial crisis

5.      Fannie Mae Loosened Standard in 1999

6.      Mortgage originations

7.      Mortgage fraud  pervasive

8.      Quick defaults smell of fraud

9.      The mortgage broker

10.  Option arm’s defaults soar

11.  Housing push for Hispanics lod to wave of foreclosures

12.  The Yield spread premium

13.  Banks add to mortgage arms loss reserves

14.  Growth in mortgage loan fraud

15.  Majority of loans for “affordable housing goals”

16.  “Liar loans”

17.  Mortgage investigations soar

18.  President’s plan to stem foreclosure surge

19.  Mortgage “cramdown” plan

20.  Still trouble closing the mortgage “barn door”

21.  Subprime litigation climbs

22.  Less than prime market is big equity backing home mortgages

23.  Ahead for 2009-2012

 

# 1505 WASHINGTON, D.C.: THE NATION'S ECONOMIC & FINANCIAL POWER

GUESTS:  Ken Feltman, Founder/CEO, RADNOR INC., Former President, AMERICAN LOBBYISTS ASSOCIATION, Sigrid Zialcita, Director Research: CUSHMAN & WAKEFIELD, Sherry Moeller, Editor-in-Chief, CAPITOL FILE

SLIDES:

1.      Bush W. Bailout – Tarp I: larger than any in history

2.      Bonuses to record heights

3.      Bailout Vs other spending programs

4.      A growing profession

5.      Total Financial Bailout

6.      Washington decides Detroit’s fate?

7.      The bailout in broad terms

8.      Tarp said to be ripe for fraud

9.      Commercial rents U.S. 2008

10.  Retail sales

11.  Home price retreat in cities with largest gains

12.  Virginia sales jumped in 2008

13.  Median household incomes rank at top of the nation

14.  Bailout costs thus for 2008|2009

  

#1504 COMMERCIAL REAL ESTATE’S TEETERING CRANES

GUESTS:  SIGRID ZAILCITA, Head Research, Washington, D.C., CUSHMAN WAKEFIELD REAL ESTATE 

SLIDES:

1.      Global Commercial Rents

2.      Commercial delinquencies soar

3.      Inventories are growing fast

4.      China’s trade slumps

5.      Commercial rents U.S. $ 2008

6.      Lenders grapple over Chicago’s Hancock tower debt

7.      Lehman brothers’ commercial real estate legacy

8.      Commercial mortgage securities default rise

9.      Upcoming bond defaults expected to set record

10.  Home prices retreat in cities with largest gains

 

#1503 CARIBBEAN’S ECONOMIC CRISIS

GUESTS:  ALVARO CASSERLY, Frmr. Chair, JAMAICAN STOCK EXCHANGE, AUGUSTE RIMPEL, Trustee, CARIBBEAN/CENTRAL AMERICAN ACTION, SAMUAL MARTIN, Chair, TRINIDAD/TOBAGO HERITAGE AND STABILIZATION FUND, PABLO BREARD, V.P. Research, Head, SCOTIA CAPITAL 

SLIDES:

1.      Central America: 2008 GDP Growth

2.      Caribbean States: 2008 GDP Growth

3.      Fastest Growing Export Markets for U.S.

4.      Gross Domestic Products

5.      U.S. Runs a trade surplus with neighbor el Salvador

6.      Fastest Growing Trade Partners with U.S.

7.      Central America: on even trading partner with U.S.

 

#1502 CENTRAL AMERICA’S CAPITAL CRUNCH

GUESTS:  PAT MINICUCCI, Sr. V.P. SCOTIA BANK, ANGELA BROCK, Partner, INTERNATIONAL CAPITAL GROUP, JOHN RODRIQUEZ, V.P. FLORIDA INTERNATIONAL BANKERS ASSOCIATION, JORGE ROLDAN, Division Chief, INTER-AMERICAN INVESTMENT CORPORATION

SLIDES:

1.      Central America: 2008 GDP Growth

2.      Caribbean States: 2008 GDP Growth

3.      Fastest Growing Export Markets for U.S.

4.      Gross Domestic Products

5.      U.S. Runs a trade surplus with neighbor el Salvador

6.      Fastest Growing Trade Partners with U.S.

7.      Central America: on even trading partner with U.S.

 

#1501  U.S.- RUSSIA RELATIONS

GUEST:  ANDREY KORTUNOV, PRESIDENT, NEW EURASIA FOUNDATION, VLADISLAV ZUBOK, PROF. OF HISTORY, TEMPLE UNIVERSITY, KARINA KOROSTELINA, GEORGE MASON UNIVERSITY

SLIDES:

1.      RUSSIA IS NOW EUROPE’S BIGGEST CAR MARKET, CHEVROLET BEST-SELLING BRAND

2.      RELATION HAVE WORSENED

3.      EVALUATION OF THE U.S. POLICY TOWARDS RUSSIA

4.      THE GOVERNMENT OF ANY COUNTRY IS THE MOST IMPORTANT INSTITUTION FOR LEADING THE NATION TO PROGRESS AND PROSPERITY

5.      UNNECESSARY INTERVENTION

6.      AN EFFECTIVE ECONOMIC U.S.-RUSSIA ALLIANCE BASED ON…

7.      THE PRIMARY FUNCTION OF ANY NATION’S GOVERNMENT

 

 #1500  CREDIT MARKET’S DAM BURSTING

GUESTS:  NEAL SULLIVAN, Former Executive Director, NORTH AMERICAN SECURITIES ADMINISTRATORS ASSOCIATION, MARY GODSHALL, Financial Correspondent, Reuters, Bloomberg, Forbes, BRAD SHERMAN, (D-CA) HOUSE FINANCIAL SERVICES COMMITTEE, STEPHEN HARBECK, President, SIPC, Lynn Tilton, CEO of PATRIARCH PARTNERS. 

SLIDES:

1.      U.S. Economic Indicators

2.      Dow Jones Industrial Average 10 – Years Performance

3.      S.E.C.`s misplaced priorities

4.      S.I.P.C. Funds Vs Liabilities

5.      The financial flood

6.      S.E.C. Examined Madoff`s $ 50 billion hedge fund over and over again

7.      President Obama now supporting additional bailout funding

8.      U.S. debt indicators

9.      Spreading “Tarp” Over a leaking roof

10.  Tarp money being spent on

11.  Bank losses to exceed $ 2 trillion

12.  Wall Street has plenty of capital

13.  Questions of “inside” favors, connections with regulators

14.  Why did congress bailout Wall Street, rather than Main Street?

15.  Wall Streets bailout

16.  The infamous “S.I.V.”

17.  No precedent in U.S. history

18.  Toxic debt

19.  Americas transformation to a “financial” economy

20.  Credit default swaps out of control

21.  Derivatives markets explode

22.  Debt

23.  Financial history lesson

24.  Separating conflicts of interests

25.  Wall Street Morphs – into banking

26.  More shoes to drop in 2009

27.  Obama’s choice to head the S.E.C.

 

#1432 BANKS AND BOGUS BAILOUTS

GUESTS:   LEO HINDARY, CHAIRMAN, NEW AMERICAN FOUNDATION, ALAIN MENDELOWITZ, FORMER CHAIRMAN, FEDERAL HOUSING FINANCE BOARD

SLIDES:

1.      NO PRECEDENT IN US HISTORY

2.      FINANCIAL LOSSES GREATER IN MAGNITUDE

3.      ASSET HELD AT FINANCIAL INTERMEDIARIES

4.      CREDIT DEFAULT SWAPS OUT OF CONTROL

5.      TOXIC DEBT

6.      US ASSET-BACKED COMMERCIAL PAPER

7.      BANK LOSSES TO EXCEED $2 TRILLION IN STEADY FALL

8.      INTEREST RATES JUMP, HOUSING SLUMPS

9.      STANDARD & POOR’S HYPOTHETICAL SOVEREIGN RATING OF US CREDIT

10.  SEPARATING CONFLICTS OF INTEREST

11.  FED PROPOSES RESTRICTIONS ON EXOTIC MORTGAGES

12.  HIGHEST PERCENTAGE OF BANKS TIGHTENING HOME MORTGAGE STANDARDS SINCE 1980

13.  WALL STREET HAS PLENTY OF CAPITAL

14.  IF US TAX PAYERS AND THEIR TREASURY, WERE ONLY TREATED LIKE A FOREIGN, SOVEREIGN WEALTH FUND…

15.  WALL STREET MORPHED-INTO BANKING ?

16.  IT’S NOT CAPITAL BUT DEMAND THAT’S FALLING OFF.

 

# 1431 THE SECRET WORLD OF PRIVATE CAPITAL: PRIVATE EQUITY, HEDGE FUNDS, SOVEREIGN WEALTH FUNDS AND TODAY’S GLOBAL ECONOMIC CRISIS

GUESTS:  Thomas Puetter, ALLIANZ CAPITAL PARTNERS; David Rubenstein, CARLYLE GROUP; David Hale, HALE ADVISORS (Chicago)

SLIDES:

1.      “PRIVATE CAPITAL” TAES SEVERAL FORMS

2.      DOWNSIDES OF PRIVATE EQUITY

3.      CURRENT OVERSIGHT OF INTERNATIONAL RELATIONS INADEQUATE FOR THE 21ST CENTURY

4.      ASSETS UNDER MANAGEMENT (In $ Trillions)

5.      FIRE SALE: BANKS SELL EQUITY STAKES TO RAISE RESERVE CAPITAL

6.      PRIVATE EQUITY FIRMS WEAVE A TANGLED WEB OR RELATIONSHIPS

7.      HEDGE FUNDS: “CONS” ON THE FEDS

8.      KL GROUP ACCUSED OF ‘MASSIVE FRAUD’

9.      CALLS FOR HEDGE FUND RESTRAINTS

10.  DISPUTE OVER HEDGE FUNDS

11.  BUY-OUT FUND PERFORMANCE MUST BE MADE MUCH CLEARER

12.  IS BIG BETTER AND FOR WHOM?

13.  PRIVATE EQUITY RETURNS ARE NOT SO HOT AFTER ALL

14.  GROWTH OF U.S. BUYOUT & VENTURE INDUSTRIES

15.  CARLYLE OUTMANEUVERS OBJECTIONS TO GRAB MANOR CARE

16.  WHY DRIVERS PRIVATE EQUITY & BUY OUT FUNDS?

17.  ANSWER: FEES AND COMMISSIONS

18.  SOVEREIGN WEALTH FUNDS

19.  REGULATORS WARY OF HEDGE FUND INFLUENCE ON MARKETS

20.  CONGRESS SAVES PRIVATE EQUITY EXECUTIVES FROM TAXES

21.  “ EMPE7” EMERGED PRIVATE EQUITY MARKETS

22.  SUB-PRIME BANK LOSSES WRITE-DOWN'S) In $ Billions

23.  SUBPRIME DELINQUENCIES AND FORECLOSURES

24.  CHINA DETERMINED TO PUT-BID RIVALS TO ACQUIRE WORLD’S LARGEST MINING COMPANY

25.  FIRE SALE: INVESTMENT BANKS SELL STAKES TO RAISE RESERVE CAPITAL

26.  DERIVATIVES MARKETS EXPLODE! (TRILLIONS OF $ DOLLARS)

27.  DERIVATIVES’ EXPLOSIVE HISTORY

28.  TOO MANY HEDGE FUNDS & RISKS?

29.  FED PROPOSES RESTRICTIONS ON EXOTIC MORTGAGES

30.  DERIVATIVES’ EXPLOSIVE HISTORY (cont)

31.  1995 WISCONSIN’S $6.7 BILLION STATE INVESTMENT

 

#1430  WAR AND OIL

GUEST:  RICHARD VAGUE, FORMER CEO, FIRST USA & BARCLAYS USA

 SLIDES:

1.      OIL RESERVE

2.      WORLD’S LARGEST OIL EXPORTERS

3.      OIL PRICES PER/BARREL (10 YEARS)

4.      CORN PRICES INCREASE

5.      SOYBEAN PRICE INCREASE

6.      OIL CONSUMPTION INCREASE- 10 YEARS

7.      PRICE OF CRUDE OIL

8.      PRICE OF EURO & THE DOLLARS

9.      OIL PRICES IN EUROS

10.  IRAQ OIL STOCKS COULD BE DOUBLE EARLIER ESTIMATES

11.  IRAQ INVITES FOREIGN OIL MAJORS IN

12.  IRAQ FUNDS SOMETIMES DISAPPEAR

13.  IRAQ BANKING BILLIONS IN SURPLUSES

14.  ALTERNATIVE SPENDING ON IRAQ WAR

15.  COST OF U.S. WAR

16.  COST OF WAR 2

17.  TOTAL COST OF IRAQ WAR 1

18.  IRAQ WAR COST 2

19.  ANNUAL DEFENSE & INTELLIGENCE EXPENDITURES

20.  U.S. DEBT

21.  WINNERS IN HIGH OIL PRICE SCENARIOS

22.  ANNUAL DEFENSE BUDGETS

23.  PENTAGON WEAPONS BUDGET

 

#1429 DIGGING TO CHINA

GUEST: ROBERT SHERRETTA, PRESIDENT, INTERNATIONAL INVESTOR

SLIDES:

1.      SHANGHAI STOCK MARKET EXCHANGE 1

2.      INSTITUTIONAL INVESTOR SURGE

3.      SHANGHAI STOCK EXCHANGE 2

4.      INWARD INVESTMENT CONTINUES IN TO CHINA

5.      FOREIGN EXCHANGE HOLDING

6.      MOVES SLOWLY ON EXCHANGES RATES

7.      CHINA OUT-BIDS RIVALS TO ACQUIRE WORLD’S LARGEST MINING COMPANY

8.      US DOLLARS & CHINESE RENMINBI

9.      RENMINBI SUPPLANTS DOLLARS IN NEW ASIAN BONDS

10.  WORLD’S LARGEST ECONOMIES 2050

11.  IF CHINA “REBALANCES” ITS RESERVES

 

#1428 MORTGAGE CRISIS II

GUESTS:   WILLIAM APGAR, HARVARD UNIVERSITY, JOINT CENTER FOR HOUSING STUDIES, ELLEN SEIDMAN, FINANCIAL SERVICES & EDUCATION, NAF, CHARLES STEINDEL, SR. V.P., FEDERAL RESERVE BANK OF NY, RANDAL QUARLES, MANAGING DIRECTOR, THE CARLYLE GROUP

SLIDES:

1.      PRIME CONFORMING MORTGAGE RATES REMAIN LOW BY HISTORICAL STANDARDS

2.      AVERAGE AMERICAN DEBT BURDEN

3.      ALMOST HALF OF NEW BUYERS ALREADY “UNDERWATER”

4.      …WITH MORE ON THE WAY, NUMBER OF UNDERWATER HOMEOWNERS

5.      THE INFAMOUS “S.I.V”

6.      WALL STREETS BONUSES REWARD RISK AND FAILURE

7.      …OR CASE SHILLER

8.      MANY SLEEPING BEHIND

9.      CONSUMERS STRUGGLE WITH FALLING HOUSE PRICES

10.  MORTGAGE AND BANKING CRISIS

11.  WITH HITS LOW-MID INCOME HOUSEHOLDS HARD

12.  FORECLOSURE SURGE…

13.  HUGE INVENTORY OF UNSOLD HOMES

14.  U.S. BANK HOOKED ON TRADING

15.  SUB-PRIME BANK LOSSES

16.  KANSAS BANK -9TH SHUT DOWN THIS YEAR

17.  AUTO LOAN DELINQUENCIES HAVE SPIKED UP

18.  FORECLOSURE, DEFAULTS, SWIMMING

19.  BANK LOSSES TO EXCEED $2 TRILLION

 

#1427 DIGITAL HOLLYWOOD

GUESTS:  LARRY GERBRANDT, PRINCIPAL, MEDIA VALUATION PARTNER, SETH SHAPIRO, PRINCIPAL, NEW AMSTERDAM MEDIA, ALX KLIVE, CEO, WORLD TV, CORGE SMITH, CEO, MEDIA GEMS, JAMES ROBERT, ESQ., GLOBAL CAPITAL LAW GROUP

SLIDES:

1.      MEDIA/ENTERTAINMENT: PRIME TARGET FOR PRIVATE EQUITY

2.      BENCHMARKING ONLINE VIDEO

3.      SOME MEDIA MATH

4.      VIDEO VIEWING SHARE

5.      ONLINE VIDEO IN PERSPECTIVE

6.      NEW PLAYERS BRING TV TO THE WEB

7.      “DIGITAL GENERATION” STILL WATCHES  TRADITIONAL  TELEVISION

8.      INTERNET PROTOCOL TELEVISION

9.      MOBILE INTERNET ACCESS INCREASES TENFOLD

10.  NEW PLAYERS ARISE

11.  MOBILE WINDOWS

12.  IMPACT ON LIBRARY VALUES

13.  OLYMPIC CABLE TV BOOMS FOR NBC

14.  OLYMPIC ONLINE CLICKS WITH NBC

15.  ON-DEMAND CHALLENGES AD MODEL

16.  CONTENT VALUATION BASICS

17.  “DIGITAL GENERATION STILL WATCHES TRADITIONAL TELEVISION

18.  CBS INTERACTIVE TRAFFIC INCREASES

19.  ADVERTISING REVENUE DOUBLES

20.  WHAT IS AMERICA WATCHING?

21.  LEGAL RISKS LICENSE SCOPE

22.  ROW: THE PC IS NO THE WAY TO THE WEB

23.  ROW: ALREADY DEPLOYING MDTV

24.  NEW (& IMPROVED) REVENUE SERVICES

25.  CONGRESS TO EXAMINE TARGETING ONLINE ADS

 

#1426  SUSTAINABILITY AND “GREENING” BUSINESS

GUESTS:  BRUCE PIASECKI, PRESIDENT, AHC GROUP, KATHLEEN MATTHEWS, EXECUTIVE VICE PRESIDENT, MARRIOTT INTERNATIONAL

SLIDES:

1.      EXAMPLES OF FINANCIAL POLICE ACTIONS

2.      WELCOME TO WORLD INC.

3.      GROWTH IS GOOD IF IT MEETS RISING SOCIAL EXPECTATIONS

4.      KEY POINTS ON GLOBALIZATION AND CHIEF FINANCIAL REPORTING OBLIGATIONS

5.      U.S. PRIMARY ENERGY CONSUMPTION

6.      ENERGY STAR HOME INCREASING

7.      ELECTRICITY SUPPLY

8.      U.S. CARBON DIOXIDE EMISSIONS BY SECTOR AND FUEL

9.      A SET OF APPROACHING BENEFITS

 

#1425 MORTGAGE CRISIS I

GUEST: MARK ZANDI, CHIEF ECONOMIST, MOODY’S ECONOMY.COM

SLIDES:

1.      MORTGAGE AND BANKING CRISIS

2.      U.S. BANKS HOOKED ON TRADING

3.      WILL THE REAL HOUSE PRICE PLEASE STAND UP…

4.      CONSUMERS STRUGGLE WITH FALLING HOUSE PRICES…

5.      ..IS IT OFHEO…

6.      FORECLOSURES SURGE…

7.      … WHICH HITS LOW-MID INCOME HOUSEHOLD HARD

8.      …WITH MORE ON THE WAY, NUMBER OF UNDERWATER HOMEOWNERS

9.      HUGE INVENTORY OF UNSOLD HOMES

10.  ALMOST HAFE OF NEW BUYERS ALREADY “UNDER WATER”

11.  AVERAGE AMERICAN DEBT BURDEN

12.  MANY SLIPPING BEHIND

 

#1424 WORLD’S WEALTH PART II

GUESTS:  EDWARD WOLFF, New York UNIVERSITY

SLIDES:

1.      OBJECTIVE OF STUDY

2.      SOCIAL IMMOBILITY: END OF THE AMERICAN “DREAM”

3.      COLLAPSE IN VALUE OF PENSIONS

4.      ASSET COMPOSITIONS IN SELECTED COUNTRIES

5.      THE DEFAULT RATE ON SUBPRIME LOANS

6.      MORTGAGE AND BANKING CRISIS

7.      CHANGING FORTUNES

8.      WHERE DO THE RICHEST 10% LIVE?

9.      WHERE DO THE RICHEST 1% LIVE?

10.  MAJORITIES IN US NOW BELIEVE THE RICH/POOR GAP IS TOO WIDE

11.  MILLIONAIRES AND BILLIONAIRES

12.  PERCENTAGE MEMBERSHIP OF WEALTHIEST 10%

13.  PERCENTAGE MEMBERSHIP OF WEALTHIEST 1%

14.  WORLD CONCENTRATION OF WEALTH DISTILLS DOWN TO VERY FEW

15.  U.S. SLIPPING FAST FROM # ONE

16.  POPULATIONS AND WEALTH SHARE BY REGIONS

17.  REGIONAL COMPOSITION OF GLOBAL WEALTH DISTRIBUTION

18.  GEOGRAPHICAL  SPREAD OF WEALTH

19.  WORLD PUBLIC OPINION CONSIDERS GAP BETWEEN RICH AND POOR TO BE TOO WIDE

20.  COMPOSITION OF FINANCIAL WEALTH

21.  WEALTH LEVELS ACROSS COUNTRIES

22.  THE GLOBAL RICH

23.  SOCIAL SECURITY: CRITICAL FOR MANY

24.  BUDGET DEFICIT BANKRUPTING SECURITY

25.  WEALTH INEQUALITY IS VERY HIGH

26.  CONCLUSIONS

 

# 1423 THE MIDDLE EAST AFTER BUSH

GUESTS:  DAVID HAMOD, CEO, NATIONAL U.S.-ARAB CHAMBER OF COMMERCE, ESSAM ALBAKR, DIGITAL COMPUTER SYSTEMS, DROSTEN FICHER, MONITOR GROUP

SLIDES:

1.      CAUSE OF TENSIONS BETWEEN ISLAM AND THE WEST

2.      PRIVATIZING STATE-CONTROLLED MONOPOLIES

3.      OIL WEALTH SPURS DIVERSIFICATION

4.      SAUDI BUILDING PROGRAM TO RIVAL EGYPT'S PHARAOHS

5.      SAUDI MARKET DIVERSIFICATION CONTINUES

6.      GDP GROWTH IN GULF STATES

7.      SAUDI REAL ESTATE SECTOR…

8.      GULF STATES' OIL DEPENDENCY

9.      MIDDLE EAST PRIVATE EQUITY BOOMING

10.  GULF STATES STOCKS SELLING OFF

11.  S&P 500 SHARIAH SECTOR BREAK DOWN

12.  MARKET CAP($ US)

 

# 1422 P2P (PEER TO PEER) TELEVISION

GUESTS:  DOUGLAS PASKO, VERIZON TECHNOLOGY, BRUCE BENSON, FTI CONSULTING, LIMOR SCHAFMAN, KEYSTONE TECH, LAIRD POPKIN, CO-FOUNDER, PANDO, KAP SHIN, TVU NETWORK

SLIDES:

1.      PEER-TO- PEER: PERCEIVED AS THREAT TO INTERNET CONTENT PROVIDERS

2.      SHARING MODEL MEETS AS RESISTANCE

3.      SOCIAL NETWORK SITES

4.      VERIZON BREAKS RANKS WITH THE INDUSTRY

5.      “WEB-VERTISING” REVENUE DOUBLES

6.      WATCHING MORE TV THAN EVER

7.      “DIGITAL GENERATION” STILL WATCHES TRADITIONAL TELEVISION

8.      MOST INFLUENTIAL ADVERTISING

9.      MEASURING THE NEW MEDIA

10.  MEASURING ADVERTISING EFFECTIVENESS

11.  MAINSTREAM MEDIA UP AGAINST ON-LINERS

12.  NEW PLAYERS ARISE

13.  WHAT IS AMERICA WATCHING?

14.  NEW AD PLATFORMS: SOCIAL NETWORKS & COMMUNITIES

15.  FILE SHARING EXPLODING

16.  INTER-ACTIVE TV PLAYERS EMERGE

17.  ONLINE MEDIA STRUGGLES TO SURVIVE

18.  PANDO: PUTTING DATA DELIVERY ON STEROIDS

 

#1421 INTERACTIVE TELEVISION

GUESTS:  ED FORMAN, ICTV;  ROBERT GONZALVEZ, ICTV;  DOUGLAS FULTON, PRESIDENT OF ENTERTAINMENT, DAVE NETWORKS;  BRUCE PHILLIPS, DAVE NETWORKS;  GARRETT LAW, CEO, ATTENTION SPAN MEDIA;

SLIDES:

1.      TV’S EVOLUTION TO “INTERACTIVE”

2.      AMERICANS GOING HIGH SPEED

3.      ENTERTAINMENT EVERYWHERE

4.      THE COMPUTER AS ENTERTAINMENT

5.      CELL PHONE APPLICATIONS USE

 

# 1420 “DIGITALIZATION OF NEWS”

GUESTS:  FRANK NEIN, CO-FOUNDER, LEXICON DIGITAL COMMUNICATIONS, LESLIE MOONVES, CEO, CBS CORPORATION;  HASSAN MIAH, CEO, MYPRGENIE;  HERBERT GRANATH, CHAIRMAN EMERITUS, ESPN;  MICHAEL TERPIN, TERPIN COMMUNICATIONS

SLIDES:

1.      SWITCH TO DIGITAL TV

2.      TV EVOLVES TO INTERNET DELIVERY

3.      COMPUTER AS “TV” DEVICE

4.      AMERICA’S HIGH SPEED INTERNET PENETRATION

5.      ENTERTAINMENT MEDIA USAGE BY TYPE

6.      MOBILE DEVICE TV

7.      MEDIA AND PRIVATE EQUITY

8.      CBS SEARCHING FOR ACQUISITIONS

9.      WEB-VERTISING REVENUES

10. U.S. POPULATION BY AGE GROUPS

11. DIGITAL GENERATION-STILL WATCHING TRADITIONAL TV

12. “AMERICAN IDOL’S” HUGE SUCCESS

13. READERSHIP UP AT NEWSPAPER WEBSITES

14. WATCHING TRADITIONAL TV ON THE WEB

15. WHAT CONTENT IS AMERICA WATCHING ON THE WEB?

16. % PEOPLE READING NEWSPAPERS

17. NEWSPAPER READERSHIP BY AGE GROUP

18. NEW PLAYERS ARISE

19. SPECIALIZED PORTALS

20. OTHER NATION’S VIEW OF AMERICAN CULTURE

21. MEDIA SEEN AS “ POSITIVE FORCE” BY MOST NATIONS

22. AMERICAN MOVIES AND TV AS SEEN AROUND THE WORLD

23. INTERNET GROWTH IN CHINA

 

#1419 GLOBALIZATION OF MEDIA II

GUESTS:  CAROLINA BARBA, HOLLYWOOD CAFÉ, NANCY APOLO, SANDRA CARTER GLOBAL, CARLOS BARBA, FOUNDER, CHAIRMAN, CARIBEVISION HOLDINGS, CARL BERGSTRUM, CEO, BACK BAY PRODUCTIONS, TOMMY HABEEB, AMERICAN TELEVISION DISTRIBUTIONS

SLIDES:

1.      THE BIG SWITCH TO DIGITAL TV

2.      NATIONAL ASSOCIATION OF TELEVISION AND PROGRAMMING EXECUTIVES, LAS VEGAS

3.      HOLLYWOOD CAFÉ

4.      CARLOS BARBA, A GIANT IN LATIN TELEVISION

5.      TOMMY HABEEB: THE MAN BEHIND AMERICAN TELEVISION DISTRIBUTION

 

#1418 TELEVISION AND COMPUTER CONVERGENCE

GUESTS:  JOHN & MORGAN LANGLEY, LANGLEY PRODUCTIONS (“COPS”); TONI LEIPONEN, CEO/CO-FOUNDER, THE ICAREUS GROUP; KALEIL  ISAZA TUZMAN, CHAIRMAN AND CEO, ROO GROUP, DUBAI MEDIA CITY

SLIDES:

1.      Bush W. Bailout – Tarp I: larger than any in history

2.      Bonuses to record heights

3.      Bailout Vs other spending programs

4.      A growing profession

5.      Total Financial Bailout

6.      Washington decides Detroit’s fate?

7.      The bailout in broad terms

8.      Tarp said to be ripe for fraud

9.      Commercial rents U.S. 2008

10.  Retail sales

11.  Home price retreat in cities with largest gains

12.  Virginia sales jumped in 2008

13.  Median household incomes rank at top of the nation

14.  Bailout costs thus for 2008|2009

 

# 1417 U.S. TRADE POLICY WITH CHINA 

GUESTS:  William Hawkins, United States Business & Industry Council; Ambassador Susan Schwab, U.S. TRADE REPRESENTATIVE; Yi Gang, Assistant Governor THE PEOPLE’S BANK OF CHINA; Zhou Wenzhong, Ambassador CHINESE EMBASSY TO THE U.S.

SLIDES: 

1.      U.S. TRADE BALANCE (DEFICITS)

2.      U.S. INTERNATIONAL TRADE IN GOODS AND SERVICES

3.      HUGE TRADE GAP

4.      U.S TRADE DEFICITS: BY NATION

5.      FOREIGN EXCHANGE HOLDINGS (In billions of U.S. $)

6.      U.S TRADE REPRESENTATIVES WIN SMALL VICTORIES WITH CHINESE

7.      CHINA OUT-BIDS RIVALS TO ACQUIRE WORLD’S LARGEST MINING COMPANY

8.      ACQUISITION OF TECHNOLOGIES AND HIGH-TECH KNOWHOW

9.      U.S. TRADE DEFICIT WITH CHINA BROADENING TO “HIGH VALUE”

10.  USURPING FOREIGN TECHNOLOGY

11.  CHINESE BUILDING OWN AIRCRAFT

12.  INWARD INVESTMENT CONTINUES INTO CHINA

13.  FIRST TRADE?

14.  CHINA’S LOBBYING EFFORT

15.  TECH SALES TO CHINA QUESTIONED

16.  CHINA SIMPLY SAYS NO TO THE U.S

17.  FIG. 1 CHINA TARGET INTEREST RATE VS. FED TARGET RATE

18.  IF CHINA “REBALANCES” ITS RESERVES

19.  MOVES SLOWLY ON EXCHANGE RATES

20.  CHINESE OIL PRODUCTION AND DEMAND <BARRELS PER DAY (M)>

21.  CHINA ACQUIRING FINANCIAL ASSETS

22.  CHINESE CARS COMING TO U.S. SOON

23.  CHINA’S ECONOMIC GROWTH IN PERSPECTIVE

24.  TECH SALES TO CHINA QUESTIONED

25.  CHINESE ROCKET SCIENCE

26.  MILITARY GROWS IN CAPABILITIES

27.  CHINA VS U.S IN CYBER WAR

28.  WORLD’S LARGEST ECONOMIES 2050

29.  “INTERNATIONAL INVESTOR” ASKS: WHAT IF U.S POLICY REVERSED?

 

#1416 U.S. HOUSING RECESSION

GUESTS:  ELIZABETH HALAKI, OCE’ BUSINESS SERVICE, ROBERT SHERRETTA, PRESIDENT, INTERNATIONAL INVESTOR

SLIDES:

1.      SUBPRIME MORTGAGES JUST BEGINNING TO FALL

2.      THE DEFAULT RATE ON SUBPRIME LOANS

3.      U.S BANK HOOKED ON TRADING

4.      THE INFAMOUS “S.I.V”

5.      DEPRIVATIVES MARKETS EXPLODE!

6.      BOND INSURERS AGAINST THE WALL

7.      JAPAN’S 1990 CRISIS ECHO’S TO 2008

8.      KEY QUESTION ABOUT THE ECONOMY 2008

9.      NEW CLAIMS FOR UNEMPLOYMENT BENEFITS FIRST MONTH OF RECESSION VS. JANUARY 2008

10.  EMPLOYMENT RECESSION PROBABILITY INDEX

11.  NEW ORDERS FOR DURABLE GOODS

12.  COUNTRY’S ECONOMY MONTHS FROM NOW?

13.  CONCLUSION- AS OF EARLY FEBRUARY

14.  HOUSE APPRECIATION FALLING FAST

15.  UNITED STATES

16.  SUBPRIME DELINQUENCIES AND FORECLOSURES

17.  U.S. HOUSING DOWNTURNS AND RECESSIONS

18.  OVERALL CONSUMERS SPENDING RESULTS

19.  U.S. ECONOMICS INDICATORS

20.  THE BIG “CHILL”

21.  SUBPRIME BANK LOSSES

22.  EUROPE

23.  HOUSING VALUATION RATIOS

24.  CONSTRUCTION INVESTMENT

25.  GLOBAL CURRENT ACCOUNT IMBALANCES

26.  SOME SIGNS OF STRESS IN SOME EMERGING MARKETS

27.  U.S. IMPORT ORDERS FROM CHINA SLOWING

28.  CHINESE SCIENTIST IMPLICATED IN CORPORATE ESPIONAGE

29.  CURRENT ACCOUNT BALANCES

30.  WORLDWIDE FDI TO SLOW

31.  WEAKER BUT STILL ROBUST PROSPECT

32.  CREDIT CRISIS SPREADS TO GLOBAL ECONOMY

33.  INFLATION EXPECTATIONS

34.  U.S DOLLARS VS THE EUROS

35.  U.S DOLLARS PER NATIONAL CURRENCY

36.  INFLATION

37.  MANUFACTURING VALUE ADDED PER CAPITAL

38.  S&P SEES MEXICO’S STEADY OUTLOOK FOR 2008

39.  DOW VS SHANGHAI 12 YEARS

40.  SHANGHAI  “A” SHARES LAST SIX MONTHS

41.  RUSSIA RSF INDEX VS DOW JONES INDUSTRIALS

42.  SPREADING FORM INSURERS TO BONDS

43.  MORTGAGE AND BANKING CRISIS

44.  2008: MORE BAD NEWS TO COME

45.  FED PROPOSES RESTRICTIONS ON EXOTIC MORTGAGE

 

#1415 SOUTHEAST ASIA’S DEVELOPMENT AND RISK

GUEST:  TIM HUXLEY, IISS- ASIA, NGO VAN THOAN, EMBASSY OF VIETNAM

SLIDES:

1.      ECONOMY OF THAILAND

2.      ECONOMY OF THAILAND 2, TRADE PARTNERS

3.      TRADE TARIFFS THREATENED

4.      GOVERNMENT CONTROL OF ECONOMY

5.      ECONOMY OF MYANMAR

6.      ECONOMY OF MYANMAR 2, TRADE

7.      ECONOMY OF INDONESIA

8.      ECONOMY OF INDONESIA 2

9.      ECONOMY OF SINGAPORE

10.  ECONOMY OF PHILIPPINES

11.  VIETNAM- COMPARED TO GLOBAL BEST

12.  ECONOMY OF MALAYSIA

13.  TOTAL GDP 2006

14.  VIETNAM GDP GROWTH RATE

15.  EXPORT & IMPORT OF GOODS

16.  GDP STRUCTURE

17.  VIETNAM-U.S. BILATERAL TRADE

18.  VIETNAM EXPORTS TO THE U.S.

19.  MAJOR EXPORT MARKET

20.  VIETNAM IMPORTS FROM THE U.S.

21.  OBSTACLES TO TRADE

22.  IMPORTANT ROLE OF U.S. INDIRECT INVESTMENT

23.  U.S. DIRECT INVESTMENT IN VIETNAM

24.  U.S. CURRENT REGISTERED FDI IN VIETNAM

25.  U.S. IMPLEMENTED FDI IN VIETNAM

26.  POSITIVE DEVELOPMENT FOR THE STOCK MARKET

27.  PROTECTING INVESTORS-GLOBAL RANK

 

# 1414 CORRUPTIONS, FRAUD AND CORPORATE GOVERNANCE AROUND THE WORLD AND IN THE U.S.

GUEST:  Mike Lubrano, CORPORATE GOVERNANCE, INTERNATIONAL FINANCE CORPORATION

SLIDES:

1.      THE COST OF CORRUPTION

2.      GLOBAL FIGHT AGAINST CORRUPTION

3.      CORRUPTION 2007: GLOBAL PROBLEM

4.      WORST MARKETS IN TERMS OF CORPORATE GOVERNANCE ON A SCALE OF (0 – 10)

5.      “EMPE7” EMERGED PRIVATE EQUITY MARKETS

6.      WAR SPENDING ON IRAQ NOW REACHING CRITICAL JUNCTURE

7.      U.N.’S “OIL FOR FOOD” FRAUD… LEADS BACK TO THE U.S.

8.      “PRIVATE CAPITAL” TAKES SEVERAL FORMS

9.      THE INFAMOUS “S.I.V.”

10.  HEDGE FUND EXPLOSION

11.  U.S. MAJOR STOCK INDEXES – 7Yrs.

12.  “SEE NO EVIL” DISCLOSURE RULES

13.  DISPUTE OVER HEDGE FUNDS

14.  S.E.C. AND SUPREME COURT VS. SHAREHOLDER RIGHTS

15.  U.S. BANKS HOOKED ON TRADING

16.  INSURING AGAINST LOSSES PROVES ELUSIVE FOR INSURANCE INDUSTRY

17.  TOO MANY HEDGE FUNDS & RISK?

18.  DERIVATIVES MARKETS EXPLODE!

19.  JAPAN’S 1990 CRISIS ECHO’S TO 2008

20.  CURRENT OVERSIGHT OF INTERNATIONAL RELATIONS INADEQUATE FOR THE 21ST CENTURY

21.  FED PROPOSES RESTRICTIONS ON EXOTIC MORTGAGE

22.  WALL STREET BONUSES REWARD RISK AND FAILURE

 

#1413 REGULATORY GOVERNANCE

GUEST:  ERICK LANGER, GEORGE TOWN UNIVERSITY

SLIDES:

1.      THE COST OF CORRUPTION

2.      GLOBAL FIGHT AGAINST CORRUPTION

3.      CORRUPTION 2007: GLOBAL  PROBLEM

4.      U.N.’S “OIL FOR FOOD” FRAUD… LEADS BACK TO THE U.S.

5.      “PRIVATE CAPITALS” TAKES SEVERAL FORMS

6.      THE INFAMOUS “S.I.V”

7.      HEDGE FUND EXPLOSION

8.      U.S. MAJORS STOCK INDEXES- 7 YEARS

9.      “SEE NO EVIL” DISCLOSURES RULES

10.  DISPUTE OVER HEDGE FUNDS

11.  S.E.C AND SUPREME COURT  VS. SHAREHOLDER RIGHTS

12.  U.S. BANKS HOOKED ON TRADING

13.  INSURING AGAINST LOSSES PROVES EXCLUSIVES FOR INSURANCE INDUSTRY

14.  JAPAN’S 1990 CRISIS ECHO’S TO 2008

15.  HEDGE FUND EXPLOSION 2

16.  DERIVATIVES MARKETS EXPLODE

17.  WORST MARKET IN TERMS OF CORPORATE GOVERNANCE

18.  CURRENT OVERSIGHT OF INTERNATIONAL RELATIONS INADEQUATE FOR THE 21TH CENTURY

19.  FED PROPOSES RESTRICTIONS ON EXOTIC MORTGAGES

20.  WALL STREET BONUSES REWARD RISK AND FAILURE

 

# 1412 AMERICA SLIPPING BEHIND: HOW OUR FAILURE TO INVEST IN OUR INFRASTRUCTURE, GUARANTEES OUR FALL IN WORLD RANK.

PART V:  FINANCING OUR NATION’S FUTURE INFRASTRUCTURE

GUESTS:   Mary Sue Barrett, President, METROPOLITAN PLANNING COUNCIL, CHICAGO; George Bilicic, Managing Director, GLOBAL POWER & UTILITY GROUP, LAZARD.

SLIDES:

 

1.      U.S. POPULATION SOARS UPWARD, PRESSURING EDUCATION, HEALTHCARE, TRAFFIC  AND UTILITY INFRASTRUCTURE

2.      WAR AND DEFENSE COSTS DRAIN DISCRETIONARY BUDGET FROM CAPITAL EXPENDITURES

3.      POPULATION VS. INFRASTRUCTURE SPE DING

4.      FUNDS FOR TRANSIT CAPITAL EXPENDITURES

5.      BUSH ADMINISTRATION SKIMPS ON RAIL TRANSIT FUNDING

6.      FREIGHT FLOWS BY RAIL: 1998 TONS

7.      BRIDGES TUMBLING DOWN

8.      J.S. SLIPPING BEHIND ON INWARD INVESTMENT, ATTRACTIVENESS

9.      U.S. RAIL SYSTEM IS TWO CENTURIES OLD

10.  2005 ENERGY BILL WON’T BRING RELIEF

11.  2005 “HIGHWAYS BILL” TO PUT MORE AMERICANS ON THE ROAD

12.  QUALITY INFRASTRUCTURE: KEY TO ECONOMIC GROWTH

13.  ASIA JUMPS ABOARD HIGH-SPEED LINE

14.  RAIL PROJECTS AND BUILDERS FIND WORK OVERSEAS

15.  INFRASTRUCTURE: CRITICAL TO LIFE QUALITY AND INCOME EQUALITY

16.  TRANSPORTATION INFRASTRUCTURE DEALS PUBLIC/PRIVATE PARTNERSHIPS

17.  USE OF PRIVATE CAPITAL TO BUILD INFRASTRUCTURE RAISES SECURITY, SAFETY CONCERNS

18.  SHARE OF FIRMS THAT CONSIDER INFRASTRUCTURE TO BE A SERIOUS OBSTACLE TO DOING BUSINESS

19.  RELIANCE ON INTERNAL FUNDS FOR FINANCING NEW INVESTMENTS

20.  U.S. LOSES LEAD IN MAJOR MARKET CAPITALIZATION

21.  RUSSIA’S LOCOMOTIVE OF INFRASTRUCTURE DEVELOPMENT

22.  NATIONS CAPITAL: INFRASTRUCTURE DISPAIR

23.  MAXIMUM ECONOMIC INVESTMENT FOR HIGHWAYS AND BRIDGES DISTRIBUTION BY IMPROVEMENT TYPE

24.  CHINA ROCKETS INTO INFRASTRUCTURE SPENDING

25.  MODERN, HIGH-SPEED TRAINS IN EUROPE OUT COMPETE AIR TRAVEL

26.  AMERICA’S ELECTRICAL GRID: SHORTING OUT WITH NO BACK-UP GENERATORS

27.  STRATEGIC “REFIND” RESERVE (SRR)

28.  KATRINA DAMAGE = 100X COST OR NEW LEVEES

29.  INTERNATIONAL INVESTOR’S ANSWER: PENSION CAPITAL!

 

# 1411 AMERICA SLIPPING BEHIND:  HOW OUR FAILURE TO INVEST IN OUR INFRASTRUCTURE, GUARANTEES OUR FALL IN WORLD RANK.

PART IV: POPULATION: IMMIGRATION AND BIRTHRATES IMPACT ON TRANSPORTATION, HEALTHCARE, EDUCATION, HOUSING, AND FINANCING. 

GUESTS:  William P.Butz, President & CEO, POPULATION BEFERENCE BUREAU; Dean Baker, Co-Director, CENTER FOR ECONOMIC & POLICY RESEARCH

SLIDES:

1.      GLOBAL ESTIMATED EXPENDITURE NEEDS IN INFRASTRUCTURE

2.      CENSUS BUREAU POPULATION PROJECTION THIS CENTURY

3.      GLOBAL POPULATION GROWTH IS DRIVEN BY DEVELOPING COUNTRIES.

4.      WORLD FOOD DEMAND AND PRICES RISING FAST

5.      U.S: THIRD LARGEST POPULATION

6.      MALI, UGANDA, NIGER (1950-2050)

7.      IN MANY DEVELOPING COUNTRIES, FERTILITY RATES ARE STABILIZING AFTER YEARS OF DECLINE

8.      AN IMPORTANT GLOBAL ISSUE IS THE “DEMOGRAPHIC DIVIDE” – THE VAST GULF IN BIRTH AND DEATH RATES AMONG COUNTRIES.

9.      POPULATION REFERENCE BUREAU

10.  LAND AREA

11.  HISPANIC WOMEN HAVE THE HIGHEST FERTILITY AMONG MAJOR U.S RACIAL AND ETHNIC GROUP.

12.  FOREIGN-BORN RESIDENTS OF THE U.S MAKE UP A SMALLER SHARE OF THE TOTAL POPULATION THAN IN 1910, BUT THEIR NUMBERS HAVE NEVER BEEN HIGHER.

13.  PERCENT MINORITY IN U.S, BY AGE GROUP, 1980-2030

14.  ALTHOUGH THE AVERAGE NUMBER OF PEOPLE PER U.S. HOUSEHOLD FELL BETWEEN 1969 AND 2001, THE NUMBER OF VEHICLES PER HOUSEHOLD ROSE.

15.  THE AMOUNT OF TRASH STILL EXCEEDS THE AMOUNT RECYCLED AND COMPOSED

16.  AMERICA’S ETHNIC & AGE DIVIDE

17.  IN A MARKET ECONOMY, PRICES ADJUST TO SUPPLY AND DEMAND FOR GOODS, SERVICES AND LABOR

18.  FEWER PEOPLE MAY MEAN HIGHER PRODUCTIVITY AND QUALITY OF LIFE

19.  U.S. LABOR FORCE VS MEXICO’S WORKING AGE POPULATION

20.  PERCENTAGE OF PEOPLE IN POVERTY, 1969 TO 1999

 

# 1410 AMERICA SLIPPING BEHIND:  HOW OUR FAILURE TO INVEST IN OUR INFRASTRUCTURE, GUARANTEES OUR FALL IN WORLD RANK.

PART III:  EDUCATION AND RESEARCH

GUESTS:  John Kao, Author “INNOVATION NATION”; Barbara Ischinger, OECD Director, DIRECTORATE FOR EDUCATION; Marya Levintova, PhD, NATIONAL INSTITUTES OF HEALTH; Rear Admiral Mike Rstliff, USN (Ret.), INTERCOLLEGIATE STUDIES INSTITUTE

SLIDES:

1.      INNOVATION NATION

2.      PROPORTION OF R&D INVESTMENT COMING FROM BUSINESS (%)

3.      U.S. SLIPPING FAST IN EDUCATION, R&D

4.      EXPENDITURE ON EDUCATIONAL CORE SERVICES, R&D AND ANCILLARY SERVICES IN HIGHER EDUCATION INSTITUTIONS AS A PERCENTAGE OF GDP (2004)

5.      CHINA SURGING AHEAD IN EDUCATION

6.      MISPLACED AWARDS AND HONORS?

7.      HIGH SCHOOL GRADUATION RATES (1995, 2005)

8.      GROWTH IN HIGHER EDUCATION QUALIFICATIONS

9.      HIGH SCHOOL GRADUATION RATES (1995, 2000, 2005)

10.  NUMBER OF HIGHER EDUCATION SCIENCE GRADUATES PER 100,000 EMPLOYED 25-TO-34-YEAR-OLDS (2005)

11.  GROWTH IN BASELINE QUALIFICATIONS A WORLD OF CHANGE

12.  AVERAGE ANNUAL TUITION FEES

13.  WHAT DO YOU CALL PARENTS WHO SAVED $40,000 IN THEIR CHILD’S NAMES FOR COLLEGE?

14.  WHAT HAS CHANGED SINCE TODAY’S COLLEGE FRESHMAN WAS BORN?

15.  FUTURE COLLEGE COSTS VS INTEREST RATE SCENARIOS

16.  WHAT ARE THE CURRENT THREATS TO COLLEGE FUNDING?

17.  WHAT’S THE DIFFERENCE BETWEEN FUNDING A PRIVATE EDUCATION NEAR THE OCEAN AND BUYING A DREAM HOME NEAR THE OCEAN?

18.  STUDENT READINESS, QUALITY???

19.  POLICES FAVOR ACCESS OVER READINESS OR SUCCESS

20.  CHARGES IN THE NUMBER OF HIGHER EDUCATION STUDENTS AS WELL AS CHANGES IN EXPENDITURE ON HIGHER EDUCATION INSTITUTIONS PER STUDENT, BY LEVEL OF EDUCATION (1995, 2004)

 

# 1409 AMERICA SLIPPING BEHIND:  HOW OUR FAILURE TO INVEST IN OUR INFRASTRUCTURE, GUARANTEES OUR FALL IN WORLD RANK

PART II:  BROADBAND/INTERNET/TELECOM COMMUNICATION

FROM A CONFERENCE SPONSORED BY THE UNIVERSITY OF MARYLAND AND ROBERT H. SMITH SCHOOL OF BUSINESS

GUESTS:  Robert D. Atkison, President, IT AND INNOVATION FOUNDATION; Satish Nambisan, Author, The Global Brain: Your Roadmap for Innovating Faster; Larry Clinton, President, INTERNET SECURITY ALLIANCE

SLIDES:

1.      U.S. BROADBAND AND HIGH TECH STATE IS THIRD CLASS

2.      U.S. RANKING AMONG OECD COUNTRIES IN BROADBAND PENETRATION

3.      ITIF BROADBAND RANKINGS

4.      PENETRATION: (PER HOUSEHOLD VS. PER CAPITA)

5.      EU BROADBAND PENETRATION RATE - JULY 2007

6.      (PERCENT OF HOUSEHOLDS)

7.      DCT INVESTMENTS AS A PERCENTAGE OF GOP

8.      GROWTH OF INTERNET IN CHINA

9.      DCT INVESTMENTS AS A PERCENTAGE OF GOP

10.  PENETRATION VS. “URBANICITY”

11.  PREDEFINED DCT IMPACT ON EUROPEAN BUSINESSES

12.  THE GLOBAL BRAIN

13.  WEB USAGE

14.  INTERNET COMMERCE

15.  MOBILE PHONES FOR ½  A WORLD

16.  MOBILE COMMERCE

17.  CHINA VS U.S. IN CYBER WAR

18.  SOFTWARE PIRACY LOSSES = $200 BILLION IN FIVE YEARS

19.  CURRENT STATES ON CORPORATE SECURITY

20.  CHOICE POINT HIT BY FRAUD RING

21.  U.S COMPANIES FALL PREY

22.  FOREIGN CYBER GANGS

23.  U.S. DATE BREACHES (TYPICAL 2 MONTH PERIOD)

24.  CORPORATIONS UNDER ATTACK

25.  THE GREAT “FIRE” WALL OF CHINA

 

# 1408 AMERICA SLIPPING BEHIND:  HOW OUR FAILURE TO INVEST IN OUR INFRASTRUCTURE, GUARANTEES OUR FALL IN WORLD RANK:

PART I: TRANSPORTATION AND UTILITIES

WASHINGTON’S INFRASTRUCTURE BUDGET CRISIS

GUESTS:  Sherle Schwenninge, New America Foundation;  Tyler D. Duvall, Assistant Secretary, U.S Dept. Transportation

SLIDES:

1.      FED BUDGET: HIGHWAYS VS. WAR

2.      PERCENTAGE OF TOTAL URBAN-AREA TRAVEL IN CONGESTED CONDITIONS

3.      QUALITY INFRASTRUCTURE: KEY TO ECONOMIC GROWTH

4.      INADEQUATE INFRASTRUCTURE INVESTMENT EQUALS POOR GROWTH PROSPECTS

5.      FREIGHT FLOWS BY WATER: 1998 (TONS)

6.      AIRPORT CONGESTION TO GET WORSE

7.      U.S. RAIL SYSTEM IS TWO CENTURIES OLD

8.      TRANSIT AVERAGE ANNUAL INVESTMENT

9.      FUNDS FOR TRANSIT CAPITAL EXPENDITURES

10.  TRANSPORTATION INFRASTRUCTURE DEALS PUBLIC/ PRIVATE PARTNERSHIPS ($BILLIONS)

11.  FEDERAL SPENDING PRIORITIES ($BILLIONS)

12.  FREIGHT FLOWS BY TRUCK: 1998 (DAILY TRUCK VOLUMES)

13.  FREIGHT FLOWS BY TRUCK: 2020 (DAILY TRUCK VOLUMES)

14.  MAXIMUM ECONOMIC INVESTMENT FOR HIGHWAYS AND BRIDGES DISTRIBUTION BY IMPROVEMENT TYPE

15.  PASSENGER RAIL SERVICE: THE TRANSPORTATION ANSWER?

16.  NATIONS CAPITAL: INFRASTRUCTURE DISPAIR

17.  IF MAINTENANCE ON A 20 YEAR ROAD IS NOT DONE BY THE END OF THE 12TH YEAR, IT STARTS TO DETERIORATE EIGHT TIMES FASTER THAN IN THE EARLY YEARS

18.  MAINTENANCE COSTS: OR RUST NEVER SLEEPS

19.  TRANSPORTATION BUDGET SHORTFALL

20.  TO IMPROVE THE CONDITIONS OF TRANSPORTATION INFRASTRUCTURE

21.  U.S. HIGHWAY FUND GOING BROKE

22.  A COMPARISON OF 2004 CAPITAL SPENDING WITH AVERAGE ANNUAL INVESTMENT SCENARIO ESTIMATES (BILLIONS OF DOLLARS)

23.  U.S. FEDERAL HIGHWAY TRUST FUND

24.  TRANSPORTATION PROJECTS STILL STRUGGLE FOR FUNDING

25.  BUSH ADMINISTRATION SKIMPS ON RAIL TRANSIT FUNDING 

 

# 1407 THE CASE AGAINST WAR WITH IRAN

THE NUCLEAR PROBLEM WITH IRAN

THE CASE FOR WAR WITH IRAN

CONCLUSION: AGAINST WAR WITH IRAN

GUESTS:  Gary Samore, Vice President, COUNCIL ON FOREIGN RELATIONS; Bernard Kouchner, MINISTER, Foreign Affairs, FRANCE; Thomas Mclnerney,  Lt. General, AIR FORCE, (Ret.); Carl Levin, SENATOR, D-MI

SLIDES:

1.      WAR SPENDING ON IRAQ NOW REACHING CRITICAL JUNCTURE

2.      ALTERNATIVE USES OF U.S. TREASURY

3.      IRAN’S PRESIDENT: NOT TO BE TRUSTED

4.      DOUBLE STANDARDS?

5.      ISRAEL MAY TAKE UNILATERAL ACTION

6.      IRAN’S TORTURED HISTORY WITH THE WEST

7.      TOUGH NUCLEAR NEIGHBORHOOD

8.      IRAQIS CLAIMS FRIENDSHIP WITH IRAN

9.      ECONOMIC SANCTIONS

10.  CALLS FOR WAR AGAINST IRAN

11.  COST OF WARS

12.  IRAQI RECONSTRUCTION BUDGET BOOM

13.  COVER ACTIONS AGAINST IRAN

14.  THINGS ARE HEATING UP

15.  IRAQ’S WEAPONS: MANY SOURCE

16.  FIGHTER JET TRAILS: FROM THE U.S., TO ISRAEL, TO CHINA, TO IRAN…

17.  IRAN’S “CONTROL” OVER HORMUZ

18.  WARNINGS FROM THE U.S.

19.  POLITICAL SYMPATHIES

20.  RELIGIOUS FREEDOM

21.  WOMEN’S RIGHTS

22.  “WINNERS” IN IRAN WAR SCENARIOS

23.  U.S. GOVT. POLICY TOWARD ARAB NATIONS

24.  AMERICAN FREEDOM AND DEMOCRACY

25.  CONFLICT AREAS HAVE MOST “UNFAVORABLE” OPINION OF U.S.

26.  INFLUENCE IN THE WORLD

27.  THE NUCLEAR CLUB 

 

# 1306 ANTI-MONEY LAUNDERING VI

ARE THE EFFORTS SUFFICIENT?

CAN THEY STOP TERRORISTS FROM MOVING MONEY?

ARE THEY AN INVASION OF AMERICAN’S EXPECTATION OF FINANCIAL PRIVACY?

GUESTS:  Simon J. Pak, Associate Professor of Finance, Pennsylvania State University; Thomas Biersteken, Graduate Institute of International Study; Matthew Levitt, Washington Institute for Nast Policy; Daniel Glaser, Deputy Asst. Secretary

Terrorist Financing/Crimes, U.S. TREASURY

SLIDES:

1.      MONEY LAUNDERING IS BIG

2.      ANTI-MONEY LAUNDERING

3.      Chart 1 . Capital outflows from Switzerland ($)

4.      1996-2005 NIGERIA’S CAPITAL OUT FLOW TO THE U.S.

5.      CAPITAL OUTFLOW FROM NIGERIA TO THE U.S HAVE: (I) TRIPPED; ii) BEEN PRIMARILY THROUGH HIGH PRICED IMPORTS SINCE 1996.

6.      ANNUAL CAPITAL OUTFLOWS ($) FROM AFRICA TO THE U.S. 1996-2005 

7.      MONEY MOVEMENT BETWEEN THE U.S. AND THE WORLD THROUGH TRADE MISINVOICING

8.      PATRIOT ACT BROADENS

9.      U.S MUSLIM GROUPS CLEARED

10.  WORLD BANK / UN ASSENT RECOVERY ARM

11.  “BAD BOY” LIST

12.  CHARITIES CONTEST NEW RULES

13.  “DIRTY MONEY” GRAVITATES TO WESTERN NATIONS

14.  U.S. TAX EVASION LOSSES SRE SUBSTANTIAL

15.  TAX SCHEMES WIDESPREAD

16.  ACCESS TO INTERNET, CABLE TV, CELL PHONE RECORDS

17.  MEXICAN DRUG LORD GETS LIFE SENTENCE

18.  PATRIOT ACT GETS TOUGH

19.  PATRIOT ACT BROADENS

20.  AMERIDEBT TRANSFERRED MONEY TO OFFSHORE TRUSTS

21.  “HAWALADARS” OPERATE UNOFFICIAL MONEY CIRCLES

22.  TAX SHELTER PROMOTERS FORCED TO FOLLOW RULES

23.  WESTERN DEMOCRACIES JOIN IN

24.  INTERNATIONAL WIRE TRANSFERS SIFTED BY THE C.I.A.

25.  GOVERNMENT ACCESS TO FINANCIAL RECORDS

26.  TREASURY CONCERNED ABOUT SAUDI ARABIA TERROR FINANCING

 

 # 1305 ANTI-MONEY LAUNDERING V

Are the Efforts Sufficient?

Can It Stop Terrorists From Moving Money?

Is It An Invasion of American’s Expectation of Financial Privacy?

GUESTS:  Raymond W. Baker, Director, Global Financial Integrity; Jack Blum, BAKER HOSTETLER; John Christensen, TAX JUSTICE NETWORK; The Lord Brennan, HOUSE OF LORDS, (U.K.); Raymond W. Baker, Director, Global Financial Integrity; Robert M. Kimmitt, Deputy Secretary of the Treasury

SLIDES:

1.      MONEY LAUNDERING IS BIG

2.      UNSER THEIR NOSE…

3.      BANK EXAMINER LEFT TREASURY TO JOIN RIGGS!

4.      RIGGS AND SAUDI CONNECTION

5.      BANK HANDLE SMUGGLED GOLD

6.      U.S. TAX EVASION LOSSES ARE SUBSTANTIAL

7.      CORPORATE HAVENS UNDER OUR NOSE

8.      INTERNATIONAL WIRE TRANSFERS SIFTED BY THE C.I.A.

9.      TREASURY CONCERNED ABOUT SAUDI ARABIA TERROR FINANCING

10.  “HAWALADARS” OPERATE UNOFFICIAL MONEY CIRCLES

11.  TOP OFFICIALS BOOKED ON MONEY LAUNDERING, CONSPIRACY CHARGES

12.  THREE OIL FIRMS INVESTIGATED RELATED TO RIGGS BANK

13.  CAYMAN ISLED STILL LEAD IN CORPORATE ADDRESS GAME

14.  TAX SCHEMES WIDESPREAD

15.  WORLD’S BANKERS STILL DOUBT ANTI-MONEY LAUNDERING EFFORT

16.  MONEY CENTERS HERS, THERE AND EVERYWHERE

17.  “BAD BOY” LIST

18.  LONDON TURNING INTO A HAVEN FOR MONEY-LAUNDERING

19.  MORE DIRTY BANKS

20.  “DIRTY MONEY” GRAVITATES TO WESTERN NATIONS

21.  CORPORATE FIANCÉ STILL FIND THE CARIBBEAN WARN AND INVITING

22.  TAX SHELTER PROMOTERS FORCED TO FOLLOW RULES

23.  HEDGE FUND INVESTORS FACING BIG BACK TAX

24.  OFFSHORE BANKING

25.  MEXICAN DRUG LORD GETS LIFE SENTENCE

26.  WORLD BANK / UN ASSET RECOVERY ARM

27.  ILLICIT FINANCIAL OUTFLOWS COMPARED TO FOREIGN INFLOWS

28.  GLOBAL GDP AND GLOBAL QUINTILE INCOME DISPARITY, 2004

29.  DRUG CARTELS “LAUNDERING” CASH IN CHINA

30.  ILLICIT LATIN MONEY FLOWS ARE ENORMOUS

31.  PATRIOT ACT GETS TOUGH

32.  PATRIOT ACT BROADENS

33.  GOVERNMENT ACCESS TO FINANCIAL RECORDS 

 

# 1304 RUSSIAN SCIENCE AND TECHNOLOGY:

PART IV:  FROM THE WORLD RUSSIAN FORUM, U.S. CONGRESS

GUESTS:  Thomas Pickering (Frmr. Chair.), Sr. Advisor, BOEING; Cathy Campbell, President, U.S Civilian Research/Development Foundation

SLIDES:

1.      BOEING’S BUSINESS LINES AND PROFILE

2.      BOEING’S ANNUAL REVENUES

3.      TOP 10 WORLD-WIDE DEFENSE CONTRACTORS 2007

4.      US-RUSSIA COLLABORATION: SPACE STATION

5.      INTERNATIONAL SPACE STATION; ISS

6.      BOEING WINS ROCKET CONTRACT

7.      HIGHER EDUCATION AND TECHNOLOGY

8.      MARKET VALUE OF AIR TRAFFIC (By Region)

9.      AIR TRAFFIC CAPACITY GROWTH WITHIN REGIONS: (Average Annual Growth Rates)

10.  ARCTIC EXPEDITION DEMONSTRATES

11.  RUSSIA’S TECHNOLOGY/EXPERIENCE

12.  OTHER NATIONS MAKE CLAIMS ON ARCTIC EXPLORATION

 

 # 1303 RUSSIAN HEALTH CARE:

PART III: FROM THE WORLD RUSSIAN FORUM: U.S. CONGRESS

GUESTS:  Alexandra Vacroux, Research Scholar; Kennan Institute, WOODROW WILSON CENTER; Marya Levintova, Ph.D., Fogarty International Center, NATIONAL INSTITUTES OF HEALTH; Tatyana Klimova, NATIONAL INSTITUTES OF HEALTH;  Marshall Ferrin, CEO, GRAVITONUS

SLIDES:

1.      NUMBER OF HOSPITAL BEDS

2.      NUMBER OF MEDIUM-LEVEL MEDICAL PERSONAL

3.      TO POPULATION IN THOUSANDS

4.      RUSSIAN FEDERATION

5.      NUMBER OF RUSSIAN PHYSICIANS

6.      PUBLIC HEALTH COSTS

7.      CAPACITY OF POLYCLINICS (NUMBER OF PATIENTS’ VISIT PER SHIFT)

8.      GROWTH IN NUMBER OF RUSSIAN PHARMACIES

9.      RUSSIAN FEDERATION

10.  LIFE EXPECTANCY IN RUSSIA

11.  THE PROPORTION OF POPULATION AGED 65+

 

# 1302 RUSSIA’S HOUSING AND CONSTRUCTION INDUSTRY:

PART II: The 2007 WORLD RUSSIAN FORUM From Inside the UNITED STATES CAPITOL Washington, D.C. INVESTING IN RUSSIA: CONSTRUCTION/REAL ESTATE, LAW

GUESTS:  Andrei Dolgorukov – Trade Representative of Russia; Jerry Howard, CEO – National Association of Homebuilders; William Robinson, Attorney – Expert on US and Russian Law

SLIDES:

1.      GROWTH IN CAPITAL MARKETS

2.      RUSSIAN VS. U.S STOCK MARKET PERFORMANCE

3.      NYSE LAUNCHES RUSSIAN ETF

4.      RETAILERS MOVING INTO RUSSIA

5.      RUSSIA REAL GDP %

6.      RUSSIAN INDUSTRIAL PRODUCTION %

7.      RUSSIAN UNEMPLOYMENT RATE

8.      RUSSIAN CONSUMER SPENDING SOARS

9.      PRIME OFFICE RENTS AS AT DEC 2006

10.  RUSSIAN INFLATION RATE

11.  RUSSIAN INTEREST RATE

12.  RUSSIAN HOME OWNERSHIP AND CONSUMER GOODS PENETRATION:

13.  RUSSIAN REAL ESTATE HEATS UP

14.  RUSSIAN SCORES POORLY ON CORRUPTION SCALE

15.  GM DRIVERS TOWARD SUCCESS IN RUSSIA, OVER BUMPY ROADS

16.  RUSSIA’S RAPID IMPROVING ENERGY EXPLORATION TECHNOLOGY

 

# 1301 RUSSIA’S ECONOMIC DEVELOPMENT

PART I:  The 2007 WORLD RUSSIAN FORUM From Inside the UNITED STATES SENATE Washington, D.C. INVESTING IN RUSSIA: ECONOMY/FINANCIAL MARKETS

GUESTS:  Peter Kolle, Sr. Advisor - UNICREDIT, CEE Division; Roger Munnings - KPMG Russia; Alexey Portansky – Information Office RUSSIA WTO

SLIDES:

1.      GDP GROWTH RUSSIA

2.      CURRENT ACCOUNT SURPLUS

3.      FOREIGN EXCHANGE RESERVES

4.      CONSUMER CREDIT GROWTH

5.      FINANCIAL EMIRS SMELL THE MONEY

6.      RUSSIAN SCORES POORLY ON CORRUPTION SCALE

7.      ACCREDIT BUYS HVB OF GERMANY, LOOKING FOR OTHERS

8.      U.S. DOLLAR VS. RUSSIAN RUBLE

9.      NO WONDER THEY LIKE PUTIN

10.  DISASTER DURING YELTSIN YEARS

11.  NEW PIPELINE ROUTE

12.  CAPITAL INVESTMENTS (As % OF PREVIOUS YEAR)

13.  RUSSIAN RATE OF INVESTMENT

14.  GROWTH IN CAPITAL MARKET

15.  RUSSIAN M&A BANKING VOLUMES

16.  TOTAL EXTERNAL DEBT

17.  INDEBTEDNESS TURN-AROUND 

 

# 1300 “REAL” REAL ESTATE MARKETS


GUEST: 
SIGRID ZIALCITA, CUSHMAN& WAKEFIELD


SLIDES:

1.      PENDING HOME SALES

2.      EXISTING CONDO & CO-OP SALES

3.      ONE IN TWENTY MORTGAGES NOW HAVING PROBLEMS KEEPING UP

4.      EXISTING HOME SALES

5.      GROSS REGIONAL PRODUCT

6.      SHARE OF WASHINGTON REGIONAL ECONOMY

7.      EXISTING HOME SALES

8.      HOUSING EQUITY GAINS IN WASHINGTON, DC

9.      CONGRESS TO THE RESCUE?

10. POPULATION

11. GROSS REGIONAL PRODUCT

12. STRONG OFFICE MARKET ACROSS NATION 

13. EASY MONEY FOR FINANCING

14. VACATION HOMES STRONG IN 2006

15. WHY THE HOUSING BOOM CONTINUES IN FLORIDA

16. SUB-PRIME/FORECLOSURES SOAR

17. CREDIT PROBLEMS MUCH LARGER THAN THE REAL ESTATE MARKET

18. DEMAND & SUPPLY

19. METRO WASHINGTON EMPLOYMENT

20. WORLD'S MOST EXPENSIVE CITIES

21. AFRICA & THE MIDDLE EAST

22. TOP TEN MOST EXPENSIVE LOCATION

23. FOREIGNERS BUYING AGGRESSIVELY

24. AVERAGE 30 YEAR FIXED RATE

25. NET WEALTH DIFFERENCE

26. DEMAND SUPPORT

 

#1211 U.S. TRADE POLICY WITH CHINA

GUEST:   Alan Holmer, Special Envoy For China, U.S. Department of Treasury

SLIDES:

1.      GDP GROWTH

2.      GDP FORECAST

3.      WORLD’S LARGEST ECONOMIES 2050

4.      U.S. TRADE DEFICIT

5.      TRADE DEFICIT BY NATION

6.      FX HOLDINGS

7.      CHINA’S NATURAL RESOURCE DEMAND

8.      OIL DEMAND

9.      OIL SUPPLY

10.  TYPES OF PETROLEUM NEEDED

11.  SOYBEAN BAN

12.  TEXTILE IMPORTS

13.  DOUBT OVER CHINA’S OPEN MARKET

14.  DECLINING QUALITY OF GOVERNANCE

15.  UNFAIR AUTOMOTIVE TARIFFS

16.  CORPORATE GOVERNANCE NIGHTMARE

17.  INVESTMENT FRAUD

18.  SCANDAL LIST 1

19.  SCANDAL LIST 2

20.  PENSION MONEY STOLEN

21.  ECONOMIC CRIME FUGITIVES

22.  GAP BETWEEN RICH AND POOR

23.  ACQUISITION OF AERONAUTICS TECHNOLOGY

24.  COMPUTER MANUFACTURING DOMINANCE

25.  HIGH VALUE TRADE GROWS

26.  RAILROAD TECHNOLOGY

27.  BANKING SECTOR BY HOUSEHOLDS

28.  DEBT TO GDP

29.  BANK SECTOR DEBT

30.  SOFTWARE PIRACY

31.  FOOD/PRODUCT SAFETY ISSUES

32.  TAINTED IMPORTS FROM CHINA

33.  INVASIVE SPECIES AND DISEASE

34.  SURPRISING THEIR CURRENCY

35.  MIDDLE CLASS GROWTH

36.  EDUCATION ADVANCES

37.  GROWTH IN HOUSEHOLD CONSUMPTION

38.  CHINA LOBBIES WASHINGTON

39.  CHINA FDA HEAD EXECUTED

40.  CHINA/U.S. FINANCIAL CO-DEPENDENCE

41.  FDI KEEPS COMING

  

#1210 GLOBAL ECONOMIC/MARKET RISKS: WILL THE SKY FALL?

Reflections on Growing Trade and Current Account Imbalances, Private Equity, Hedge Funds and Derivative Markets

:   Fred Bergsten, Director of the PETERSON INSTITUTE FOR INTERNATIONAL ECONOMICS, Daniel Yergin, Chairman Cambridge Energy Research ASSOCIATES, Clyde Prestowitz, President, Economic Strategy Institute, David Rubenstein, Founder, THE CARLYLE GROUP

slides:

1.      DOW JONES INDUSTRIALS STOCK AVERAGE INDEX: ONE YEAR

2.      SIGNS OF ECONOMIC SLOWDOWN: HOUSING, AUTOS, EMPLOYMENT

3.      U.S. GDP

4.      EMPLOYMENT DATA

5.      GLOBAL GROWTH INDICATORS

6.      U.S. TRADE DEFICIT TOTAL

7.      U.S. TRADE DEFICIT BY NATION

8.      FOREIGN TRANSACTIONS

9.      U.S. TREASURY SALES TO FOREIGNERS

10.  U.S. SLIPPING ON WORLD STAGE? GROWTH COMPARISONS

11.  GDP COMPARISONS

12.  COMPARING U.S. ECONOMY TO EUROPE

13.  DOLLAR VERSUS EURO

14.  FX HOLDINGS BY FOREIGNERS

15.  FOREIGN CAPITAL LESS INTERESTED IN U.S.?

16.  FALLING DOLLAR—TEMPORARY PROP TO U.S. EXPORTERS/ECONOMY—LONG TERM INFLATION

17.  FACTORS FLOATING THE U.S. ECONOMY/STOCK MARKET

18.  MERGER AND acquisition ACTIVITY

19.  S&P 500 DIVIDEND MEASURES

20.  DOWNSIDE OF P.E. RATIOS

21.  DERIVATIVE GROWTH REACHES ASTRONOMICAL LEVELS

22.  DERIVATIVE RISK MEASURED AGAINST BANK EQUITY

23.  TOO MANY HEDGE FUNDS? FAILURE RATE

24.  U.S. DEBTOR NATION: TOPS IN WORLD

25.  GROSS FEDERAL DEBT

26.  RED INK SPREADS OVER ECONOMY

27.  FEDERAL DEBT LOAD: LONG TERM OBLIGATIONS

28.  WORLD LEADING ECONOMIES 2050

29.  S&P PROJECTED RATINGS OF U.S. TREASURIES

30.  TOP SUPPLIERS OF OIL

31.  TOP SUPPLIERS OF REFINED PRODUCT

32.  STRATEGIC PETROLEUM: STRATEGIC “REFINED” RESERVE?

33.  GROWTH OF U.S. BUYOUT AND VENTURE CAPITAL FUNDS

34.  EMERGING PRIVATE EQUITY MARKETS

 

#1209 Iraq reconstruction or ali baba and the forty thieves: Where will The money go?

Slides:

1.      Private contractors in Iraq may outnumber  the military

2.      Total costs of spending on Iraq

3.      Federal  contract  spending soars under  Bush administration 

Title:  Private sector contractors

Guest:   Peter Singer,  Author, “ Corporate Warriors”, Brookings Institution

The slide of the book picture.

Slides:

1.      Iraq-funded contracts

2.      Military’s use of private sector  booming

3.      The big revolving door

4.      Money runs Iraq reconstruction

5.      Bribery for Iraq contracts

 

U.S. government: Can it track it’s money?

Guest:   Frank Lavin, United States under secretary of commerce for international trade

Slides:

1.      “Fuzzy” gaps between Iraq’s building funds & spending

2.      Reconstruction of Iraq civilization still below pre-war levels

3.      Iraq’s new  “oil law” pens the door for foreign oil companies

4.      Iraq’ oil production slump

5.      Attacks cripple oil output

6.      Cost of wars

7.      Iraqi reconstruction budget boom

8.      Why aren’t we getting “on the ground”  reports from Iraq?

9.      Throwing  cash to win hearts

10.  Iraq’s merchandise imports from the US ( mostly with US tax dollars)

 

SUBTitle: Alternative uses of US treasury

Slides:

1.            Alternative spending on Iraq war     

SUBTitle:   Iraq’s government:  Grab for the cash:  OR “ALI BABAN AND THE FORTY…”)

Guest:   Ali Baban, minister of planning, the republic of Iraq

Slides:

1.      Iraq official blames corruption for fueling violence

2.      Oil graft fuels insurgents

3.      Where the money was supposed to go: funding for the Iraq relief and reconstruction fund( IRRF 1 & IRRF)

4.      Health clinics for Iraq fall behind schedule

5.      Insecurity grows worse for average Iraqi in 2007

Title: Sourcing the WMD’S

Slides:

1.      Growth in perception Iraq had WMD

2.      What Bush administration now says about WMD in Pre-war Iraq?

3.      Iraq WMD’s track back to the US

4.      US leads in global arms sales

 

#1208  RUSSIAN TROUBLES

SLIDES:

1.      NO WONDER THEY LIKE PUTIN

2.      DISASTER DURING YELTSIN YEARS

3.      OIL COMPOSITE INDEX RISES WITH WAR IN IRAQ

4.      FIGURES:  GROWTH RATES IN FOOD AND HIGH INDUSTRY (%)

5.      CONSUMER CREDIT GROWTH

6.      INFLATION

7.      RUSSIAN VS US STOCK MARKET PERFORMANCE LAST TEN YEARS

8.      GROWTH IN CAPITAL MARKET

9.      RUSSIA SEEKS OUTSIDE INVESTMENT

10.  RUSSIAN MSA BANKING  VOLUMES (DEAL VALUE IN $ MILLIONS)

11.  MONEY SUPPLY

12.  LIFE EXPECTANCY IN RUSSIA (WOMEN)

13.  CRUDE OIL PRICES(2004 DOLLARS)

14.  CURRENT ACCOUNT SURPLUS

15.  TOTAL EXTERNAL DEBT

16.  RUSSIAN REAL GDP %

17.  FOREIGNERS EXCHANGES RESERVES

18.  CAPITAL INVESTMENTS AS % OF PREVIOUS YEAR

19.  CARTIER IN RUSSIA

 

#1207 doing business in Russia

Guest:   Robert Monyak, executive V.P., World business capital

Slides:

1.      Current account surplus

2.      Russian Federation map

Guest:   Kendrick White, principal, Marchmont capital partners

Slides:

1.      Russia real GDP%

2.      Total external debt

3.      Retailers moving into Russia

4.      No wonder they like Putin

5.      BISNIS/U.S. Commercial Service and The Council for Trade and Economic Cooperation ( Present: Financing deals and investing in Eurasia) (image)

Guest:   Richard Gilmore, President/ CEO, GIC Group

Slides:

1.      Money supply( billions rubbles)

2.      Growth rates in food and light industry %

3.      Russian M&A Banking Volumes

4.      Russia: Highest Per Capita PhD Rate in the world

Guest:   Denis Stas de Richelle, Deputy Global Head, Export Finance, Societe Generale

Slides:

1.      Societe General bank in Moscow( image)

2.      Financial firms smell the money

3.      Growth in capital markets

4.      Consumer credit growth

Guest:   Paul Tumminia, Counsel, CHADBOURNE & PARKE, LLP

Slide:

1.        Russian scores poorly on corruption scale( source: transparency international)

 

#1206 ENERGY SECURITY AND GLOBAL BOTTLENECKS

Slides:

1.         Global oil and trade interdependence

2.         The national press club (image)

3.         The seven sisters (brands) today

4.         Global oil and trade interdependence

Title: U.S. Industry: Give us more supply

Guest:   Red Cavaney, President, American petroleum institute

Slides:

1.         History of oil industry

2.         Resources to Reserves to Production ( Oil resources are finite but we are far from exhausting them. The “easiest oil” is concentrated in MENA)

3.         World energy demand grows

4.         Changing game: govt. control ( 1980 and today)

5.         Oil and gas reserves

6.         Much more oil in the Americas

7.         Top exporters of oil to U.S. 2007 and net imports in millions of barrels Per day

8.         The top 25 companies ( oil and natural gas reserves, in billions of barrels of oil equivalent)

9.         Plenty of new oil out there

subTitle: U.S. Who needs reserves?

Slides:

1.         Independent tank storage capacity

2.         What others pay at the pump?

3.         The US strategic petroleum reserve (SPR)

4.         Top 20 companies in profits

5.         Profit soars at Exxon mobil 

subTitle: Nuclear energy makes a come back

Guest:   Valdas Adamkus, president of the Republic of Lithuania

Slides:

1.      World primary energy demand oil ( Global energy demand will increase by more than a third by 2020. Fossil fuels will account for over 80% of the increase) Nuclear Power.

2.      World primary energy demand – business as usual…? ( in the reference scenario, based on current trends, global energy demand will rise by 52% by 2030)

Guest: Mikhail Khvostov, ambassador of Belarus

subTitle: Baltic Nations by-passed

Guest:   Valdas Adamkus, president of the Republic of Lithuania (again)

Slides:

1.      European reliance on Russia’s energy: 65% of Europe’s energy is currently imported: will rise to 89% in 20 years (Transnet's pipelines to Europe)

2.      European exposure to piped gas (map)

3.      The black sea straits ( map)

4.      New pipeline route (proposed) ( map)

5.      The system of main oil pipelines of Transnet

subTitle: Russia’s pipelines through its neighbors

Guest:   Leonid Grigoriev, President, institute for energy and finance

Slides:

1.      World's oil producers ( Russian now tops Saudi Arabia)

2.      Russian gas supply outlook

3.      State control of energy sector reconstitutes itself

4.      Russia ends energy subsidies

5.      Natural gas prices still differ from nation to nation

6.      Moscow ( images)

7.      Russian GDP growth

8.      Russian vs US stock market performance last five years

9.      Indebtedness turn-around

10.  Cost of natural gas around the world

 

#1205 Doing business in China

Guest:   Tien Wong, Chairman, CEO, OPUS 8

Slides:

1.      Chinese economy defies predictions of slowdown

2.      The largest economies in 2050

3.      China real growth in Household consumption (annual % change)

4.      Factors behind the growth in real income( share of growth attributable to each factor)

5.      Middle class rising

6.      Fair trade?

7.      The banking sector is diversifying

8.      Is U.S. and foreign investment in China starting to cool?

9.      China takes the lead in IPO fundraising

10.  Large rual-urban income gap ( non-agricultural vs. agricultural GDP per capita)

11.  Fewer farmers….Change in agricultural employment, five year average Per Cent per year

12.  China’s cities are booming

13.  Not all is well in China

14.  Corruption, Chinese style: Company scandal list grows

15.  US trade deficit with China broadening to “high value”

16.  Large rural- urban income gaps

17.  China’s weal thiest- moving fast

18.  The investors keep coming

Guest:   Juan Ramon Zarco, Director Magellan Intl.

Slides:

1.      US- China business venture forum( Business Alliance George Masson University) ( image)

2.      More growth ( productivity growth from structural change, five year average Per Cent per year)

3.      The leading areas resemble Korea 35 years ago( GDP per capita at constant prices and exchange rates)

4.      Putting China on a catch up path with other developing countries( GDP per capita at constant prices and exchange rates)

5.      Top emerging electronics Markets in China

6.      Growth of China’s domestic automobile market( Car sector leads to Growth)

7.      Entrepreneur class stuggles in China

8.      Bank credit is very high concentrating rate( Business sector debt to banks % of GDP)

9.      Investment fraud and corruption, chinese style

10.  Foreign companies face extreme difficulties and disallusionment

11.  Shanghai pension money stolen

12.  China stock bubble?

13.  Declining quality of governance in China

14.  Corruption, Chinese style: a corporate governance nightmare

SUBTITLE: Dealing with the challenges of customs & the regulatory hurtles

Guest:   Karen Hilliker, Vastera/ J.P.Morgan

SLIDES:

1.        OUTSOURCING EXPLODES

2.        QUESTIONS FREQUENTLY ASKED

3.        NATION TO NATION COMBAT FOR JOBS, OR RACE TO THE BOTTOM?

4.        INTEL’S GROVE DECRIES OUTSOURCING AND  FED. POLICY

5.        CHINA QUICKLY LEARNS HOW TO BUILD ITS OWN, RATHER THAN IMPORT

6.        ACQUISITION OF TECHNOLOGIES AND HIGH-TECH KNOW HOW

7.        NOW HIGH-TECH WORKERS ARE SUFFERING

8.        GM BONDS BECOME JUNK

9.        DOWNGRADES COULD HAVE PENSION IMPLICATIONS

10.    CHINA ARTIFICIALLY SUPPRESSES ITS CURRENCY

 

#1203 U.S Defense budget: Understated, under funded, under strain

Slides:

1.         Gross Federal Debt- Climbing fast

subTitle: Multiple defense tasks

Guest:   Cindy Williams – M.I.T Security studies program

Slides:

1.       Pentagon weapons budget

2.       The Lion’s share of National Security

3.       The discretnationary Budget Pie

4.       Global terrorism worsens since 9/11