David Roche is the President and Global Strategist at Independent Strategy which he founded in 1994 after having been Head of Research and Global Strategist at Morgen Stanley. He is highly acknowledged for his original and provocative ideas, as he was the first to move away from strategy as parochial country allocation and instead focus on investment themes, based on fundamental long-term analysis, backed up by strongly held convictions.
David has forecasted some of the major turning points in global investments such as the demise of the Soviet Bloc and the subsequent fall of the Berlin Wall, or the sharp monetary tightening which heralded the financial reversal in world bond markets in 1994. Furthermore, he was the sole voice that early in 1997 predicted the development of the Asian crisis. David also foresaw the Great Financial Crisis of 2008, when his famous “liquidity pyramid” became a symbol of the excessive leverage, which is discussed at great length in his book “New Monetarism”.
His most recent book is titled “Death of Democracy” and is focused on addressing the structural pressures facing western democracies and the rise of alternative political systems that are prospering by altering the social contract, exchanging freedoms for economic gains.
David will be presenting a comprehensive deep-dive into the world of macroeconomy, both in terms of what macroeconomy is and how it works. His insights are based on thoroughly conducted research and an objective view of the world as it is and not as some might like it to be seen.
Macroeconomy helps us understand the functioning of a complicated modern economic system, which affects all businesses. David is the leading expert within the field of macroeconomy, thus providing the audience of Presidents Summit with exceptionable insights and actionable takeaways for them to take and make use of in their business.