The SF Chapter of CENSA (Council for Emerging National Security Affairs), which I direct, was launched in April. We hosted an event on “Risk and Reward in the Global Equity Markets” with Mike McDonnell, founder and research director of Berkeley Global Advisory, and Rebecca Buckman, staff reporter for the Wall Street Journal as moderator.
Mike discussed how geopolitical, security, regulatory and social developments impact global equity markets, and how investors should gauge global equity markets with respect to valuation, likely economic performance, volatility, current sentiment and event risk.
CENSA’s SF will hold its next event in late July, so stay tuned for more details. The aim of the chapter is to discuss the impact of emerging national security and geo-political issues on the Bay Area’s finance/ecommerce, information technology, private equity/venture capital, biotechnology and other innovation sectors.
For background, CENSA was esblished in 1999 as a non-partisan, non-profit 501(c)(3) research organization established in 1999 to contribute to the ongoing dialogue shaping national security policy through formal discussions, graduate level teaching programs, virtual collaboration, frequent publications, and research programs. Its members include mid-career public sector foreign policy specialists, military officers, private sector professionals, and academics.
