Category Archives: San Diego

San Diego County pension fund

I have been developing concerns about the possibility that hedge fund investment flows have become a destabilizing force in world financial markets. Following the maxim “think globally, act locally,” I decided to take a look at how the behavior of our local pension funds may be one small part of that phenomenom. And I have some recommendations to make on behalf of San Diego County residents and the world at large.

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San Diego Economic Roundtable

I participated this morning in the 23rd Annual San Diego County Economic Roundtable discussion of prospects for the national and local economy. Slides from my remarks are available here and video from the event will be rebroadcast locally a number of times (schedule here).

My bottom line? I think 2007 will be disappointing, but not a disaster.

UPDATE: the event has also been covered by the San Diego Union Tribune.