This week Richard and Joe addressed and discussed the tumultuous financial times with the exit of Britain from the European Union (Brexit). Their guests were David Lefkowitz, Senior Equity Strategist in CIO Wealth Management Research at USB Financial Services and Alan Gin, Associate Professor of Economics at the University of San Diego. They discussed Brexit and how it will impact US markets and strategies for investors going forward.

David has over 20 years of experience as an equity analyst and strategist. David’s functional responsibilities include authoring equity strategy research reports; determining the firm’s US equity sector, size, and style preferences; contributing to the firm’s tactical asset allocation, and managing several strategy-driven equity recommendation lists of stocks.

Prior to joining UBS in 2006 David held analyst and portfolio management positions in the asset management divisions of Credit Suisse and Goldman Sachs. David is a Chartered Financial Analyst®.

A recognized financial expert, David has made appearances on CNBC, Bloomberg Television, and BNN and has been quoted in the Wall Street Journal, Barron’s, The New York Times, The Financial Times, Reuters and other financial publications.

David holds a B.A. in History from the University of Pennsylvania and a B.S. in Economics from Penn’s Wharton School of Business.

Dr. Alan Gin is Associate Professor of Economics at the University of San Diego. Professor Gin is one of the affiliated faculty members of the University of San Diego’s Burnham-Moores Center for Real Estate. His other research interests include local public finance, urban transportation, and the economy of San Diego. He is best known for developing and publishing the University of San Diego’s Index of Leading Economic Indicators for San Diego Count, a monthly report on the outlook for the local economy.

Professor Gin’s insights on the local economy have made him a popular source for interviews, and he has given over 1,000 interviews to local and national media sources. He has been quoted in the San Diego Union-Tribune, the Wall Street Journal, the New York Times, the Los Angeles Times, the San Diego Daily Transcript, the San Diego Business Journal, Newsweek, and other publications. He has also been interviewed on KPBS, KFMB, KOGO, KSDO, and KCEO radio, and has made appearances on KFMB, KGTV, KNSD, KUSI, KSWB, and XETV television.

Professor Gin received a Bachelor of Science degree in Economics from California Polytechnic State University at San Luis Obispo, and his Master’s of Arts and Ph.D. degrees, both in Economics, from the University of California at Santa Barbara. Professor Gin came to the University of San Diego in 1988, after having previously taught at Loyola Marymount University and the University of California at Santa Barbara.

Listen to a podcast of David Lefkowitz and Alan Gin’s interview!

Listen to a podcast of David Lefkowitz’s interview!

Listen to a podcast of Alan Gin’s interview!