Frank Brochin, Stonewater Capital
Monica Hsiao, CQS
Brenda Tse, Permal Group
Rachel Ziemba, Roubini Global Economics
Kirby Daley, Newedge Group
The first discussion of the Forum zoomed straight in on Japan. Rachel Ziemba of Roubini Global Economics spoke for the whole panel when she said that everyone was grappling with what macro effects of the disaster would be. “In GDP terms the effect might be lower than that of the Kobe earthquake, but what we don’t know is the effect on nuclear...