Senior Managing Director, Head of Washington Policy Research | New York
Kim N Wallace is a senior managing director at 22V Research heading the Washington policy risk team. A fiscal and financial policy expert, Mr. Wallace has managed policy research teams at private capital market and government entities.
From 1994-2008, Mr. Wallace traveled extensively in Asia, Europe and North America briefing institutional investor clients on risks and opportunities coming from a range of policies including macroeconomics (monetary, fiscal and trade policies), deregulation (financials and telecoms) and US elections. Mr. Wallace nine times was a member of Institutional Investor Magazine’s All-American all-star research team. From January 2009 through October 2011, after unanimous Senate confirmation, Mr. Wallace served as the Treasury Department’s assistant secretary for legislative affairs where he managed a team of 17. During those years, he was a principal on the Dodd-Frank implementation team and a member of both the housing reform task for and debt limit working group. He was awarded the Treasury Department’s Alexander Hamilton Award in 2011.
Mr. Wallace is board secretary and member of the finance committee at of the nonprofit Center for Budget and Policy Priorities. A graduate of the University of Texas at Austin and Johns Hopkins University, Mr. Wallace and his wife live in Silver Spring, MD. They have two grown children working and living in Washington, D.C.
Senior Managing Director | New York
Mr. MacDonell owns and operates Front Harbor Macro Research, a firm focused on forecasting and analyzing economic and policy developments. Before launching Front Harbor, Gerard was a Managing Director and Economist at Point72 working to help all members of the investment team analyze economic developments, policy transitions and data releases. While at Point72, he was also responsible for filtering and summarizing incoming industry research so that PM’s and analysts could efficiently incorporate large amounts of market information into their investment decisions. Prior to Point72, Gerard was the Chief Economist at JP Morgan Asset Management with a particular focus on Fixed Income and before that he was an economist with the Royal Bank of Canada.
Senior Managing Director, Head of Technical Strategy | New York
John’s worked on Wall Street since 1987 with his research background beginning in 1990. From 1990 – 1994, Mr. Roque worked at Safian Investment Research and then from 1994 – 1998 at Lehman Brothers, where he partnered with long-time technician Steve Shobin. He was at Arnhold & S. Bleichroeder (and its incarnations) from 1998 – 2009 and then a short stint at WJB Capital through 2011. From 2012 – 2015 Mr. Roque worked on the buy-side at Soros Fund Management and then from 2016 – 2018 at Key Square Capital Management. He returned to the sell-side in April 2019 at Wolfe Research before joining 22V.
Mr. Roque was a ranked Technical Analyst in the Institutional Investor Magazine’s Research Poll from 2009 – 2011.
He received both his BA with Honors in Economics and his MBA with Honors in Financial Statement Analysis, International Trade & Development and International Economics from Fordham University.
Mr. Roque lives with his family in Mount Vernon, NY.
Senior Managing Director, Head of China Research | New York
Michael joins 22V Research from Eurasia Group, the political advisory. As practice head for China and Northeast Asia, he guided global investors and firms through political and geopolitical developments ranging from US-China tensions to China’s stimulus policies and regulatory crackdowns.
Prior to joining Eurasia Group, he was the US Treasury Department’s chief representative in China from 2013-2016. In this capacity, he engaged closely with Chinese officials on a broad range of macroeconomic and financial issues and advised senior US government officials on key developments in China. He spent a total of ten years working on international financial and economic issues for the Treasury as well as the Federal Reserve Bank of New York.
Michael has an MA in international affairs and China studies from the Johns Hopkins School of Advanced International Studies (SAIS), and a BA from Pomona College.
Jacob Funk Kirkegaard
Senior Managing Director, Head of European Research | New York
Jacob Funk Kirkegaard has been associated with the Peterson Institute for International Economics (PIIE) since 2002 and is currently a nonresident senior fellow with PIIE and resident senior fellow with the German Marshall Fund of the United States (GMF) in the GMF’s Brussels office since September 2020.
Before joining the PIIE, Jacob worked with the Danish Ministry of Defense, the United Nations in Iraq, and in the private financial sector. He is a graduate of the Danish Army’s Special School of Intelligence and Linguistics with the rank of first lieutenant; the University of Aarhus in Aarhus, Denmark; the Columbia University in New York; and received his PhD from Johns Hopkins University, School of Advanced International Studies. He is author, coauthor or coeditor of Transforming the European Economy (2004), Accelerating the Globalization of America: The Role for Information Technology (2006), The Accelerating Decline in America’s High-Skilled Workforce: Implications for Immigration Policy (2007), US Pension Reform: Lessons from Other Countries (2009) and Transatlantic Economic Challenges in an Era of Growing Multipolarity (2012). Jacob appears regularly in global media, including the New York Times, Wall Street Journal, Financial Times, Politico, BBC, NPR, Marketplace, Bloomberg, CNBC and various local European outlets. His current research focuses on European politics, macroeconomics and structural reforms, immigration, demographics, pension systems, labor markets, decarbonization strategies, foreign direct investment trends and estimations, and the productivity impact of information technology.