If you are interested in having Frank speak at one of your conferences or meetings, please email him at fkelly@fulcrummacro.com.
Fulcrum Macro Advisors in the Media
Watch, listen to, and read Fulcrum Macro Advisors Founder and Managing Partner Frank Kelly’s latest presentations, interviews, publications, and other media.
Iowa Farm Bureau 2024 Economic Summit
Des Moines, Iowa
June 14, 2024 - I was delighted to speak this past Friday at the Iowa Farm Bureau’s 2024 Economic Summit. The Farm Bureau put together a dynamite line-up of speakers, and I was honored to be included among them. It was especially great listening to Federal Reserve Bank of Chicago President & CEO Austan Goolsbee and his views on the economy, particularly with regard to the agricultural sectors.
You can find my full presentation HERE. And below is one page on India and the massive potential it is likely to offer American farmers.
Minnesota Bankers Association Annual Summit
Brainerd, Minnesota
June 10, 2024 — It was my great pleasure to address the Minnesota Bankers Association on the geopolitics driving the race for global tech dominance and development.
Bankers in the Midwest are, in our view, particularly well-positioned to take advantage of the nearly $1 trillion in Federal spending aimed at encouraging semiconductor manufacturing, alternative energy development, and critical mineral mining. Minnesota is a fantastic example of this opportunity: Mineral rich, a beautiful place to live, great educational facilities, and a cost of living that most folks on either Coast would love to have.
It was a wonderful conversation, and I’m hoping it gave the Minnesota Bankers Association members food for thought on how they can help drive this investment to their state. You can see my presentation HERE.
Iowa Association of Business and Industry’s Taking Care of Business Conference 2024
Davenport, Iowa
June 6, 2024 - Business is booming in Iowa. If you think farming is the sole economic driver of the state’s economy, think again. Big Tech has moved in force, with Amazon, Google, and other mega-players growing their businesses rapidly. The Association of Business and Industry in Iowa (ABI) is right on top of it all, smartly bringing together business leaders together to plan and execute on keeping the Iowa Economic Machine Moving. That’s what made speaking at this event so much fun - a very broad and experienced group of leaders looking at the world, the politics in the US, and economic policy carefully to make it all happen. Thank you, ABI, for letting me participate in this great event!
For those interested, you can find my presentation HERE.
134th Annual Missouri Bankers Association Convention
Branson, Missouri
June 5, 2024 - Branson, Missouri, has it all: Beautiful landscapes, great food and entertainment, and a first-class convention center where the 134th Annual Missouri Bankers Convention was held. The bankers of the “Show Me State” were out in force, and we had an excellent conversation about all things geopolitics, US elections, the state of the US economy - and when the Fed might cut rates. Thank you, MBA, for having me out to speak to your members. Branson was such a great experience!
For those interested, you can access my presentation HERE.
Maryland Bankers Association/Virginia Bankers Association 2024 Joint Convention
Amelia Island, Georgia
June 3, 2024 - Who doesn’t like going to Amelia Island? What a wonderful venue, only surpassed by the 500 bankers from Maryland and Virginia who are dedicated to the growth and security of their clients. The speakers were superb - and I was honored to follow Bank of America CEO Brian Moynihan.
You can access my presentation HERE.
SACRS Conference Santa Barbara, California
May 8, 2024 - The State Association of County Retirement Systems (SACRS) Spring Conference was held in Santa Barbara, California, this year, and I had the honor of being the keynote opening session. It was actually a really fun fireside chat moderated by Kellie DeMarco - a three-time Emmy Award-winning journalist who now runs a brilliant consulting firm, Kelli DeMarco Communications. The topic of our discussion was “ How Elections, Markets, & Demographics Are Rapidly Changing Everything.”
With 2024 proving to be a historic year, 76 elections are taking place around the world, and more than 4 billion people are likely to vote, all while seismic economic policy shifts are taking place around the world and in the US. There is a lot for pension fund managers to consider. We had a great conversation, and Kelli was fantastic in making sure we dove deep into the issues and ideas driving today’s world and markets. My deepest thanks to SACRS for having me and to Kelli for making the event stellar!
CFA Society of Mexico: The Coming Mexican and U.S. Elections and Future Challenges and Opportunities for The Rest of the Western Hemisphere
March 19, 2024—Frank was delighted to speak to the CFA Society of Mexico in Mexico City on the challenges and opportunities the coming elections in Mexico and the U.S. offer. He also covered the geopolitical and geoeconomic landscape and their implications for global markets. Frank also spoke of the many new opportunities and existing challenges for the Western Hemisphere in 2024 and beyond.
UBS Wealth Management Election Watch 2024
April 12, 2024 - Frank joined Solita Marcelli, Chief Investment Officer Americas for UBS Global Wealth Management, for a look at how the 2024 elections are shaping and their potential impact on markets. Also joining the conversation were Carlyle Group Founder and Chair David Rubenstein and former Director of the National Security Agency, Admiral Mike Rogers, USN (Ret.)
DWS Washington Analysis BiWeekly Calls with Frank Kelly
April 30, 2024—Listen to Frank’s biweekly Zoom call with hundreds of DWS clients. The calls are held every other week on Tuesdays at 11:00 a.m. EST. During this week’s call, Frank takes clients’ questions and discusses the geopolitical and US policy issues impacting markets and your portfolio.
To listen to Frank (and other senior DWS thought leaders and advisors), click HERE and scroll down to Frank’s calls.
Will India Become A Key Destination for Ag Exports?
February 21, 2024—Frank was honored to speak before the Iowa Soybean Association in Des Moines, Iowa, about how trade is rapidly shifting in the wake of the Ukraine War, US-China tensions, and the prospect of India becoming a massive new opportunity for America’s soybean farmers.
Apropos - A Ness & Associates Podcast
The Latest in Geopolitics and the Chaos in D.C
October 23, 2023—In this engaging episode of Apropos, presented by Ness & Associates and CFA Society New York, esteemed guest Kelly delves into a compelling discussion on "The Latest in Geopolitics and the Chaos in D.C." and its consequential impacts on global financial markets.
You can listen to the Podcast HERE.
CFA Society of New York: “Why Policy Uncertainty Will Impact a Lot - Not Just Banking”
October 6, 2023 — Frank joined the CFA Society of New York’s Podcast “Compound Insights” to discuss how political and regulatory risk globally is putting new pressures on markets. They also discussed the domestic political and regulatory agenda and what it might mean for financial services in 2024.
Neuberger Berman Wealth Management Insights:
Elections 2024 - Opening Salvos
July 20, 2023— With U.S. presidential primaries starting in six months, major policy issues impacting markets and investors are coming into sharper focus. In this print interview with Neuberger Berman Private Wealth Insights Magazine, Frank walks readers through what to expect and what it will mean for investors.
You can read the full interview HERE.
SumZero Podcast Global Macro Discussion with Frank Kellly and Manoj Ramnani
April 28, 2023— Frank joined Manoj Ramnani, Chief Investment Officer of 93 East Capital, in the ever-evolving landscape across global markets. We discuss the upcoming FOMC meeting, recent banking sector stress, geopolitical maneuvering in Europe, the Middle East, and APAC, and the upcoming U.S. election season.
CFA Society of Boston Podcast
February 17, 2022 — The CFA Society Boston hosted Frank to discuss critical issues in public policy, global markets, and macroeconomics. In this timely presentation (which notably took place just mere days ahead of Russia’s invasion of Ukraine), Frank shared his outlook on the current regulatory environment in the U.S., fiscal policy, the 2022 mid-term elections, and, rather fortuitously, the geopolitical landscape.
Institutional Investor:
A Fireside Chat with Frank Kelly - Where Are Geo-Politics Taking Investors?
April 2022—Frank, the Senior Political Strategist at DWS, sat down for a virtual “fireside chat” with Institutional Investor. Frank discussed the most significant ways the evolving geopolitical landscape may impact investors in 2023 and beyond.
American- German Institute
AGI Asks: What is Angela Merkel’s Impact on the Global Economy
June 1, 2021—The American-German Institute is a leading institution dedicated to policy research and scholarship on the most important political, economic, and security issues confronting Germany and the United States in the global arena. As German Chancellor Angela Merkel steps down after many years, the AGI asked seven leading experts about Merkel’s lasting impact on the global economy. Frank Kelly offers his views of Merkel, who will undoubtedly go down in history as one of Germany’s greatest leaders.
Along with Frank, you can read the thoughts and assessments of Adam Posen, President of the Peterson Institute for International Economics; Claudia Schmucker, Head of the Geo-Economics Program at the German Council on Foreign Relations; Holger Schmiedling, Chief Economist of Berenberg Bank, Kris Bledowski, Chief Economist of the Manufacturers Alliance for Productivity and Innovation, Michael Hüther, Director and Member of the Executive Committee of the German Economic Institute, and Stormy-Annika Mildner, Executive Director of the Aspen Institute Germany.
You can read the full article HERE.
Deutsche Bank’s Podzept Podcast
Biden After 100 Days
May 5, 2021 - In a new Podzept podcast, Frank Kelly, Head of Governmental and Public Affairs, US & Latam Brett Ryan, Senior US Economist, and Luke Templeman, Thematic Analyst, discuss the US economy, in particular, what President Biden has done in his first 100 days in office, including the enormous fiscal stimulus package. Is the package politically possible as Washington looks forward to mid-term elections next year?
You can listen to the Podcast HERE.
UBS Trending
The War in Ukraine: Questions Answered
March 15, 2022 - Russia's invasion of Ukraine continues, and so do the questions: What is Putin's end-game? What happens if he succeeds, and what happens if he’s defeated? Frank is interviewed by UBS on what to watch for and what we can expect.
DiMeo Schneider & Associates L.L.C.:
How the 2020 Elections Could Impact Nonprofit Investors
November 18, 2020 — With the 2020 Elections mostly over, what do investors, nonprofits, and charitable organizations need to consider in managing their portfolios? To explore the answer, Deutsche Bank's Head of Global & Public Affairs, Frank Kelly, discusses the impact the elections could have on investors, especially those in the nonprofit sector. In this episode, you will learn: - What the election results mean for the economy and nonprofits - How stocks and bonds might react and a potential silver lining - Answers to common questions about the future of the nonprofit world - The impact of the election on nonprofits and their endowment investments
CFA Society of Detroit
The View From Washington
November 11, 2020 — Frank Kelly, Head of Government & Public Affairs and Chief Political Strategist for Deutsche Bank, for a post-election discussion on the political landscape and possible market, tax, and economic effects for our society.
Egan Berger & Weiner: View From Washington 2020 Presentation
December 19, 2019 — Frank presented at the Egan, Berger & Weiner’s “2019 Back to School Night), discussing the issues and events most likely to impact investors, markets, and the world.